Archive

Posts Tagged ‘FM Books Connector’

VSS V 2.4: How to Push Invoices and Pull Balances with QuickBooks

July 11th, 2017

If your VSS system is configured with QuickBooks (Desktop or Online) using our FM Books Connector plug-in, you can push invoices to and pull payment and balance information from QuickBooks.

Please contact PCI if you wish to configure VSS with QuickBooks.

Before we begin, it is important to note that VSS is equipped with colored icons that indicate an order’s status in QuickBooks:

1. Red: Has not been pushed to QB/ needs to be pushed
2. Orange: Order has been pushed to QuickBooks and it needs to be updated/ re-pushed to QuickBooks
3. Green: Order is up-to-date in QuickBooks

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VSS can push and pull information about cases one at a time or in batches, we’ll first cover how to push and pull information for a single case.

How to Push a Single Invoice to QuickBooks:
Once you have a completed order, you can push it to QuickBooks by locating the sync icon next to the “Pushed to QB” field.

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When you click this icon, you will see a series of popups as the invoice pushes. The first will ask if you wish to continue, the next will indicate the invoice is pushing, and the third will indicate if the invoice pushed correctly.

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After you have pushed the invoice, you will notice that the “Pushed to QB” field will indicate the date of the push and the icon next to the field will be green.

If you make edits to the line items on an order – such as fix a price or adjust a quantity – after it has been pushed to QuickBooks, the icon next to the “Pushed to QB” field will turn orange. You can then push the sync icon again and it will update the invoice in QuickBooks.

How to Pull an Invoice Balance or Paid On Date:
You can post payments in QuickBooks and pull over balance information to VSS. To pull payment information, click the sync icon next to the “Paid On” field.

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If your order has been paid in full then the Paid On field will populate with the date the invoice was paid. If your invoice has an open balance, you will get a popup stating the amount of the remaining balance and the “Paid On” field will remain blank.

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The More Info tab provides you with additional information such as the QuickBooks ID, the date the invoice was pushed QuickBooks, the last time the balance was checked, and the invoice’s current balance.

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How to View your Invoice in QuickBooks
To view your invoice in QuickBooks, you can go up to the top menu bar, click on the QB drop down list and click “View in QuickBooks”.

Your order must be pushed to QuickBooks before you can view it in QuickBooks.

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Clicking this option will open up the invoice in your QuickBooks file for easy reference and editing.

How to Push Multiple Orders to QuickBooks at One Time (Batch Pushing):
To push multiple orders to QuickBooks at once, you must first mark the order as reviewed.

When an order is received back from a captain, the status will change to “Ready to Process” and a button will appear that says “Mark as Reviewed”.

Once you have reviewed the order and confirmed that it is correct, you click the “Mark as Reviewed” button and the order’s status will change to “Reviewed”.

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When you are in list view, you can click the “Push Reviewed to QB” button and the system will push all orders marked as “Reviewed” to QuickBooks. If you have modified an order that has been pushed to QuickBooks and the icon is orange, this “Push Reviewed to QB” will also push modified orders to QuickBooks again.

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You can also use the list view to do a mass pull of balances. The pull balances button will query QuickBooks for any balances due or paid invoices and update the system appropriately.

Setting up your Core5 Starter Edition with QuickBooks Online

May 31st, 2017

In order to setup your Core5 Starter Edition CRM with your QuickBooks Online file, there are a number of steps you need to take.

We have a few of videos that walk you through how to install and register the client-side plug-in (on Windows and Mac), as well as how to authenticate your plug-in with your QuickBooks file.

Here are comprehensive instructions on how to setup your Core5 Starter Edition file with the FM Books Online Edition server-side plug-in.

1. Go to Preferences and locate the QuickBooks tab.

2. Check the box to indicate that you intend to integrate your Core5 Starter Edition with QuickBooks.

3. On the FM Books Connector tab click on the QuickBooks Online button.

4. Then check the box asking if you would like to use this plug-in on the server

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Hosting your file and installing your server-side plug-in:

Before using the plug-in, you will need to host your file. In order to host the file, you need to have access to an account on the server – you either have to be an admin or part of an admin group.

Here are instructions on how to host a file.

Start at 1:08 for instructions on how to host your file and then install the plug-in.

From minute 2:19 – 3:15 the video reviews how to install the plug-in on your server and typical errors that you might encounter trying to install it – as well as how to fix those issues.

If you prefer step by step instructions:

To host the file Go to File >> Sharing >> Upload to FileMaker Server

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1. Select “local hosts” in the Hosts drop down.
2. Select the server you wish to load it on to.
3. Enter server credentials and click next.

It will prompt you that Core5 needs to be closed before it can proceed with the upload.
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You will select Core5.fmp.12 to be uploaded and click upload.
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The Core5 file will upload. Then you can select Done and the Core5 will reopen automatically.
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The next step is to install and register your plug-in:

1. Click install – this will install the local (client) version of the plug-in on your computer and the server-side copy on the server.

2. Enter your license ID in the License ID field and click register. The plug-in will now be running in live mode.
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Test Connections:
The last step is to test your connection – this will authenticate the Core5 Starter Edition with your QBO file.

At this step the process will differ depending on whether you’re on a Mac or Windows Computer.

Windows:
Clicking test connection will bring up a web browser. Log into your QBO account then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FM Books Online plug-in.

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You will then need to copy the session ticket that appears in the browser window.
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Then paste the ticket into the popup window in your Core5 and click OK.
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The Core5 will then indicate that you have successfully connected to QBO.
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Mac:

Click test connection.

Instead of being redirected to a web page like with Windows, there will be a popup window – log into your QBO file via this window and then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FMBOE plug-in.

You will not need to copy and paste the session ticket, as the Mac OAuth process handles all of that. The Core5 will then indicate that you have successfully connected to QBO.

You can now proceed to the QuickBook Import tab to pull in all Items, Taxes, Vendors, and Customers from your QBO file to the Core5 Starter Edition.

FM Books Connector 64-bit Has Arrived

September 29th, 2016

FM Books Connector V9 is now available. Our big news with this release, what we’re most excited about, is that this plug-in is now FileMaker 64-bit compatible!

Since its debut 10 years ago, the FM Books Connector has been a 32-bit plug-in working with the QuickBooks 32-bit application. When FileMaker introduced its 64-bit technology, we began investing a significant amount of our R&D resources into making our entire suite of plug-ins and solutions 64-bit compatible. It was important to us that our customers were able to take full advantage of the performance enhancements available with the FileMaker 64-bit architecture.

While QuickBooks is still a 32-bit application, we have redesigned the connection conduit in the FM Books Connector plug-in to allow for communication with FileMaker 64-bit.

Though process speeds depend upon the environment that you are running your FileMaker solution in, during internal testing we noticed a significant improvement in processing times. The 64-bit plug-in pushed customers up to 63% faster and pushed invoices 43% faster than the 32-bit plug-in.

Other updates for FM Books Connector V 9 include:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US editions
– Added compatibility for FileMaker 64-bit
– Created MSI installer package for easier installation
– Updated Developer’s Guide
– Updated Demo file
– Verified compatibility with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14-15 for Windows (64-bit)

A typical FileMaker to QuickBooks integration enables you to push customer data and related invoices into QuickBooks with the click of a button. The FM Books Connector also allows you to perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, shopping cart orders, general journal transaction, and more.

The FM Books Connector plug-in makes data exchange easy. It seamlessly pushes information to and from your FileMaker solution and QuickBooks file, eliminating time consuming double entry and costly data entry errors, all while maintaining the security and privacy of your vital financial information.

Interested in a FileMaker to QuickBooks integration? Check out our overview video on the FM Books Connector and FM Books Connector Online Edition. Whether you are running QuickBooks for desktop or QuickBooks Online you can reap the benefits of a FileMaker to QuickBooks integration. Now, with a new suite of FM Books Connector instructional videos and expanded compatibility, getting started with an integration is easier than ever.

Not a QuickBooks desktop user? Stay tuned for exciting news about our FM Books Connector Online Edition plug-in. Here’s a hint…it has something to do with Mac.

For more information on the FM Books Connector and to download a demo, please visit: www.fmbooksconnector.com or call 760-522-2874.

123sync simplifies FileMaker to QuickBooks Integrations

June 1st, 2016

Depending on the complexity of your solution, creating a custom QuickBooks integration can be a lengthy and expensive process.

Productive Computing, Inc. and SolutionMakers, Inc. have teamed up to deliver to you the 123sync Accounting Integrator. 123sync offers you the ability to reap the benefits of a personalized integration with the convenience and confidence of a fixed price configuration package.

With the combined power of the FM Books Connector plug-in, the Productive Computing sales and support staff, and the guidance of a QuickBooks ProAdvisor*, 123sync ensures that your FileMaker solution is quickly integrated with the Intuit® QuickBooks application.

Check out the video below to learn more about 123sync, how it works, and the benefits of using it.

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Want to know if 123sync is right for your integration? Learn more about system requirements, key features, and what 123sync can push to your Quickbooks file.

*Our QuickBooks ProAdvisor will help you with the set up and integration of 123sync. Accounting consultations are offered for an additional fee.

FileMaker 15 Compatibility Update: Plug-ins and Solutions

May 11th, 2016

I am sure you have been following the FileMaker 15 release updates as closely as we have, so I know you’re just as excited to hear that we’re FileMaker 15 compatible as we are to announce it!

Here at PCI, we’ve been hard at work testing and developing to make sure that your favorite PCI plug-in (or solution) is FileMaker 15 compatible. To the extent that we could, we wanted to ensure that you experienced little hesitation and headache when making the decision to upgrade.

Please see below for a full list of our products that are now compatible with FileMaker 15. As we’re always innovating, we invite you to peruse the entire list—maybe there is something new that could be of benefit to you!

Licensing:
FileMaker Licensing: Purchase FileMaker Pro 15 today! Being Platinum Partners with FileMaker, Inc. we are able to work directly with FMI’s sales team to secure better pricing on new FileMaker Pro licenses and maintenance contract renewals than what customers have access to on their own.

Solutions:
Core4: A customizable CRM solution that allows users to efficiently manage areas including: contacts, calendars, tasks, correspondence, sales opportunities, estimates, invoices, inventory, projects, reports, and more.

Vessel Service Solutions: A vertical solution for the marine assistance industry that operates as a virtual command center to manage vessel assistance orders.

Plug-ins:
Outlook Manipulator: Exchange data with Microsoft® Outlook Contacts, Calendar, Tasks, Mail, and Notes for the “user’s” default folder, public, and shared folders within the Exchange Environment and with any Exchange mailbox.

FM Books Connector: Connect QuickBooks® to your FileMaker solution and save time and energy by eliminating double entry of contacts, invoices, or sales transactions.

123sync: Accelerate the development of a personalized QuickBooks integration with your existing FileMaker solution.

FM Books Connector Online: Using QuickBooks Online? You can reap all of the benefits of connecting your FileMaker solution to your QuickBooks Online file.

Address Book Manipulator: Exchange data dynamically between FileMaker Pro and Macintosh’s Address Book in a “one-to-many” format that handles group and individual contacts, multiple addresses, phone numbers, and e-mails.

iCal Manipulator: Provides a bidirectional data exchange between FileMaker Pro and Apple Calendar / Reminders eliminating double entry and syncing FileMaker Pro with any iCal supported calendar type. Please download latest plug-in to ensure compatibility.

eSign Signature Capture: Decrease labor and processing time of your standard forms and increase security for your organization by capturing signatures and binding them to information stored in your FileMaker solution.

Biometric Fingerprint Reader: Allow for fast identification and secure verification capabilities that enable your FileMaker solution to recognize individual users without requiring passwords or card swipes.

PDF Manipulator: Search text contained within a PDF document, extract data from PDF form fields, create a searchable document management system, and process forms faster by eliminating the need to hand key information into your solution.

Change Printer: Automatically change printers, set optional printing attributes, coordinate large and complex print procedures, and switch between various types of printers/drivers such as: inkjet, laser, label, and PDF – all from your FileMaker solution. Please download latest plug-in to ensure compatibility.

File Manipulator: Access, copy, move, rename or delete files and folders, as well as compress/extract and encrypt/decrypt file data directly from your FileMaker solution.

For more information on compatibility or product details please contact sales@productivecomputing.com or call (760) 510 -1200.