Many organizations use FileMaker to manage operations while relying on QuickBooks Online for accounting and invoicing. One common frustration is keeping invoice documents and payment information connected between both systems without creating extra work for your team.
New FM Books Connector Online features help simplify that process by allowing FileMaker to pull invoice PDFs and payment links directly from QuickBooks Online.
Pull Invoice PDFs Directly into FileMaker
FM Books Connector Online can now retrieve invoice PDFs directly from QuickBooks Online and store them inside FileMaker. This gives your team an easy way to work with accounting-approved invoices without recreating them manually inside FileMaker.
With the invoice PDFs stored directly in FileMaker, you can:
- Pull QuickBooks invoices PDFs directly into FileMaker
- Store invoices with FileMaker customer records
- Avoid maintaining separate invoice layouts in FileMaker
- Use QuickBooks Online invoice formatting
- Attach PDFs to emails
Instead of building and maintaining invoice print layouts in FileMaker or coordinating formatting changes between departments, your team can simply work with the invoice already created in QuickBooks Online.
Updates to logos, company information, and invoice formatting automatically carry through from QuickBooks Online without additional FileMaker maintenance.
Access Payment Links Inside FileMaker
The plug-in also can pull invoice payment links directly into FileMaker.
This gives your staff quick access to customer payment pages and makes it easier to send payment reminders, answer billing questions, or reference invoices during customer conversations.
Instead of switching between systems or manually copying links, payment information becomes part of your FileMaker solution itself.
Reduce Duplicate Work Across Teams
One of the biggest advantages of these features is reducing the amount of duplicate work between your accounting and operational teams.
Instead of recreating invoice layouts, maintaining multiple invoice versions, or manually managing payment links, you can work directly with the information already maintained inside QuickBooks Online.
This can make it easier to:
- Manage customer billing communication
- Archive and retrieve invoices
- Handle payment follow-up tasks
- Give staff access to invoice records
- Reduce ongoing invoice maintenance
The result is a smoother workflow that keeps your team informed while reducing unnecessary maintenance and manual effort.
Try It Yourself
FM Books Connector Online includes a fully functional demo file with a 30-day trial, ready-to-use scripts, and free training through Productive Computing University to help you get started with QuickBooks Online integrations.
Frequently Asked Questions
Do I still need to create invoice print layouts in FileMaker?
No. One of the advantages of pulling invoice PDFs directly from QuickBooks Online is that your team can work with the accounting-approved invoice already created in QuickBooks. This helps reduce the need to build and maintain separate invoice print layouts inside FileMaker.
Can payment links from QuickBooks Online be shared through FileMaker?
Yes. Payment links can be pulled directly into FileMaker so your staff can quickly access and share customer payment pages while continuing to work inside your FileMaker solution.
Can FileMaker and QuickBooks Online work together without replacing my accounting system?
Yes. Many organizations use FileMaker to manage operational processes while continuing to rely on QuickBooks Online for accounting and invoicing. A common approach is to let FileMaker gather and share operational data while QuickBooks manages the financial records. Integrating the two systems helps reduce duplicate entry, improve accuracy, and keep important customer, invoice, and balance information more accessible to your team.
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