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Posts Tagged ‘FM Books Connector Online’

Our First FileMaker Cloud Compatible Plug-in – FM Books Connector Online Edition

August 8th, 2017

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With the advent of FileMaker Cloud (FMC), we took a close look at our list of plug-ins and selected the one we felt was the best candidate for Linux compatibility. As any business owner knows – most business decisions come down to time and resources. We knew making a plug-in Linux compatible was not necessarily going to be a small investment on the part of our plug-in developer’s time and talent.

We needed to choose the plug-in that we felt would be most attractive to FMC users and we decided that our FM Books Connector Online Edition plug-in was the best choice. We felt the customer profile for this plug-in was a good fit. Given the fact that QuickBooks Online users are already hosting their QuickBooks files in the cloud, they may be more likely to host their FileMaker solution in the cloud, as well.

With the FMC compatible version of the FM Books Connector Online Edition plug-in clients can now host their FileMaker solutions in the cloud, giving their staff access to pertinent customer information and the ability to push and pull customers, invoices, and other transaction information from anywhere and on any device.

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What is the difference between a single user (client-side) and server-side plug-in?

A client-side plug-in needs to be installed on a user’s computer for them to run any push and pull scripts between FileMaker and QuickBooks. If you plan on having multiple users, integrating with a client-side plug-in requires that you purchase multiple users and install the plug-in on multiple computers. Additionally, users will only be able to push or pull data between FileMaker and QuickBooks when running the solution in FileMaker Pro. With a client-side plug-in, there is no ability to update records or communicate with QuickBooks when using FileMaker Go or WebDirect.

Installing a server-side plug-in on your server allows unlimited users (per server) to push and pull data between FileMaker and QuickBooks. By utilizing the server-side plug-in to handle the processing, users on FileMaker Pro, iPad and iPhone (via FileMaker Go), and WebDirect have the ability to push and pull data between FileMaker and QuickBooks Online without having to install a client-side plug-in.

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Why FileMaker Cloud?

It is important that your solution is as mobile as your workforce. FileMaker Cloud runs on the Amazon Web Services (AWS) platform and is considered to be an affordable and easily scalable hosting option for FileMaker users.

If you are interested in hosting your solution, but are unfamiliar with AWS, we offer setup and consultation services that cover the initial setup of your FileMaker Cloud account on AWS. This service can also include training if you intend to manage the server yourself. For those not interested in managing their FileMaker Cloud account, we offer monthly managed services that include all labor associated with maintaining your server – so you can be as hands on or hands off as you want.

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Why Integrate FileMaker with QuickBooks?

Does your sales team spend time filling out orders that your accountant then has to spend additional time re-typing into QuickBooks to create an invoice? With a FileMaker and QuickBooks integration, your sales team can create an order in FileMaker and push it to QuickBooks, where it is automatically turned into an invoice.

In your office, is your bookkeeper the only person with access to customer data in QuickBooks? If this is the case, something as simple as following up on a recent payment or invoice balance can require a call or email from a sales team member to the accounting department and then a subsequent QuickBooks search and a return call or email from accounting with the answer. This workflow not only interrupts and distracts your team, it causes delays when a sales team member is trying to follow up with a client.

A potential workaround would be for the accountant to send out weekly or monthly spreadsheets with all clients and corresponding outstanding balances. However, these spreadsheets take time to create and become out of date and inaccurate the moment a new payment is received.

Another workaround to this situation is buying multiple QuickBooks licenses and giving your sales team access to QuickBooks, but that can result in too many people accessing your sensitive QuickBooks file.

Integrating FileMaker and QuickBooks can solve these issues and help avoid workarounds, giving your sales team access to customer balances and payment information directly in FileMaker – ensuring the information is always readily available and up-to-date.

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.

6 Reasons to Switch to FM Books Online Server Side Plug-in

February 3rd, 2017

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You asked. We listened.

The main driving forces behind your business are clients and revenue – so why not connect the two?

The FM Books Connector Online Edition plug-in connects FileMaker with QuickBooks Online and enables users to push and pull contacts, invoices, and other sales transactions.

A FileMaker and QuickBooks integration not only eliminates double entry but also provides your staff with quick access to pertinent financial data (like customer balances and invoice information) without multiple people accessing your sensitive QuickBooks company file. Check out the video below for an overview of the FM Books Connector Online Edition plug-in features and benefits.
 
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Now we have six new reasons for you to love our FM Books Connector Online Edition.

1. It is compatible with FileMaker Server 14 -15, Mac and Windows.

2. Now, multiple users can post to QuickBooks from multiple devices. Your front office staff can connect on their desktops with FileMaker client, your accountant can update items in FileMaker from her house – using a web browser and FileMaker WebDirect, and your sales reps can update client information or push invoices to QuickBooks on the road – from an iPhone or iPad via FileMaker Go. A server-side plug-in allows users to truly capitalize on the mobility of QuickBooks Online.

3. Faster load times than client-side plug-ins, meaning you get more work done in less time.

4. The convenience of only needing to install the plug-in one time in one location, versus having to install it on every users’ computer (and no more having to deal with reinstallations or transferring licenses from machine to machine).

5. For just $450 a year, you can have unlimited users per server – no more need for five, ten, or 20 users licenses. Now it is painless and easier than ever to add new users as your company grows.

6. Ability to connect with multiple QuickBooks Online company files. This is especially helpful if you are an accounting agency that is contracted to manage multiple clients or your company recently acquired a second firm and is undergoing a merger, or if you are a corporation that has multiple divisions that require their own dedicated company files.

The possibilities are endless.

This version release (2.0.1.0) includes:

– An updated demo file to introduce and familiarize users and developers with the new server functionality.
– New video for step by step instructions on how to install the plug-in on the server.
– Updated documentation for easier development and integration.

FM Books Connector Online Edition is available for an annual rate of $200 for a single user (Client license – no server-side functionality) and $450 for unlimited users (Server license). Every Server license includes a client license for developmental purposes.

For more information on the FM Books Connector Online Edition plug-in, visit www.fmbooksconnectoronline.com or call 760-510-1200.

FM Books Connector Online Edition Debuts Added FileMaker 64-bit and Mac Compatibility

November 1st, 2016

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The most recent release of our FM Books Connector Online Edition (FMBOE) plug-in (version 2) contains some pretty exciting updates. At least we think so. We have redesigned the plug-in for both FileMaker 64-bit and Mac compatibility.

Originally scripted with a C# wrapper, the plug-in was not compatible with the FileMaker 64-bit architecture. After extensive research, we were able to rebuild the plug-in with standard C++ libraries that enabled it to be 32-bit and 64-bit compatible.  This redesign allowed us to branch out and let the plug-in take on a more flexible nature.

With version 2, we knew it was important for us to also focus on Mac compatibility. While there have always been work arounds for Mac users who wish to accomplish a FileMaker and QuickBooks integration with the FMBOE plug-in (robot machine or Windows instance), it was important to us to provide our customers with a QuickBooks plug-in that was inherently compatible with the macOS.

Over one million customers use QuickBooks Online to send invoices, track sales and expenses, and manage their cash flow. The FM Books Connector Online Edition plug-in makes the user’s work flow even easier by connecting their FileMaker solution with their QuickBooks Online file. An integration allows users to push invoices and customers with the click of a button, or perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, and more.

Version 2 of the FM Books Connector Online Edition features:

FileMaker 64-bit compatibility for Windows and Mac OS in addition to the existing 32-bit compatibility

A redesigned plug-in for improved performance meaning you get your work done even faster

Built-in authentication to allow the user to authenticate to QuickBooks Online using an in-app browser (Mac only). This makes it even easier and faster to begin your session and authenticate the plug-in with your QuickBooks Online file

Updated Developer’s Guide, Migration Guide, and Functions Guide to assist you with your integration

New installer packages for Windows and Mac for easier installation

Updated Demo file for a more enjoyable test drive experience

Verified compatibility with Mac OS 10.10 – 10.12, Windows 7/8/10, and FileMaker 13-15 (32-bit) and FileMaker 14-15 (64-bit)

QuickBooks Online gives its users the flexibility to work from anywhere with real-time information and the security of automatic software updates and data backups. With the FM Books Connector Online Edition plug-in you can utilize the flexibility of QuickBooks Online, while continuing to streamline your workflow with a QuickBooks and FileMaker integration. With a new suite of instructional videos and expanded compatibility it is easier than ever to accomplish an integration.

The FM Books Connector Online Edition plug-in is available for $120/user/yr with multiuser discounts available. Please contact sales@productivecomputing.com or call 760-510-1200 for more information. Visit www.fmbooksconnectoronline.com for more information and to download the demo.

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.