FM Books Connector Online Edition Plug-in for FileMaker and QuickBooks Online

FM Books Connector Online Edition Plug-in for FileMaker

Interested in connecting your FileMaker solution to your QuickBooks Online account?  A FileMaker and QuickBooks Online integration allows you to protect your sensitive QuickBooks file, while also giving your employees access to information they need, such as inventory counts, invoice totals and outstanding balances, all in FileMaker.

FM Books Connector Online

Version 2.0.3.1

Platform
Windows | Mac | FM Cloud

Pricing Options
Please select your desired license option:

Client side plug-in options

Server-side plug-in option

Streamline your workflow by giving your staff the information they need while protecting your critical financial data. With a FileMaker and QuickBooks Online integration, your users can create or update contact records or invoices in FileMaker and push them to QuickBooks with the click of a button - eliminating double entry and reducing typos, mismatched information or incomplete records.

If you are using the desktop version of QuickBooks with Windows, have a look at the original FM Books Connector plug-in.

Key Features

Easily push or pull information between FileMaker and QuickBooks Online

Centralize knowledge about customers, inventory and payments

Push and pull on any device with server-side and FM Cloud compatibility

Ensure employees have secure access to data anywhere on any device

Create a process that fits your existing workflow

Build a robust integration with access to most QuickBooks Online modules

Why Perform a QuickBooks Online FileMaker Integration

A FileMaker and QuickBooks Online integration is the best way to increase your team's productivity. With an integration you can:

  1. Eliminate Duplicate data entry between FileMaker and QuickBooks Online
  2. Give your staff information on customers, items, inventory, invoices and payments without them accessing  your QuickBooks Online file
  3. Implement a process that works with your existing workflow 
  4. Give secure access to data anytime and on any device - iPad, iPhone, Windows, Mac and the web

Download our Plug-in Demo

Try our fully functional demo file for up to 30 days. Please note the demo will expire 2 hours from opening your FileMaker application. To reset the demo, close and reopen your FileMaker application.

Need help getting started?

Visit our Help Center for a full list of FAQs and product documentation, submit a question on our PCI FM Forums page, or view videos on our YouTube channel

System Requirements

Application:

Client-side plug-in: 
FileMaker Pro 15 - 17 (32-bit and 64-bit) 

Server-side plug-in: 
FileMaker Server 15 - 17
FileMaker Cloud 

QuickBooks® Online (QBO)*  

Platform:

Windows® 7/8/10
Mac OS 10.11 - 10.13

The single user plug-in is verified compatible with FileMaker Pro 15-17 (32-bit and 64-bit), Windows® 7/8/10, Mac OS 10.11 - 10.13, and may work with earlier versions.
The server side plug-in is verified compatible with FileMaker Server 15-17 and FileMaker Cloud.

*IMPORTANT NOTES REGARDING QBO:

  • Available features and functionality will vary depending upon the QuickBooks Online service plan subscription. 
  • Intuit currently restricts the number of active sessions between a third party plug-in screen and a QuickBooks Online company to one session at a time.
  • QuickBooks is a registered trademark and service mark of Intuit Inc. in the United States and other countries.
  • FM Books Connector Online is designed for use with QuickBooks Online.
 

 

Version History

  • Version: 2.0.3.1 | Release Date05/15/2018 | PlatformMac Client and Server-Side
    • This plug-in is confirmed compatible with FileMaker Pro 15 - 17 (64-bit)
       
  • Version: 2.0.3.1 | Release Date05/15/2018 | PlatformWin Client and Server-Side
    • This plug-in is confirmed compatible with FileMaker Pro 15 - 17 (32-bit and 64-bit)

  • Version: 2.0.3.1 | Release Date09/25/2017 | PlatformWin Client and Server-Side
    • Updated demo file
    •  Updated Developer's Guide and Migration Guide
    • Created a file log for the Server-Side Windows plug-in
    • Added an enhancement to PCQO_RqExecute that automatically loads the first response record into memory after execution
       
  • Version: 2.0.3.1 | Release Date09/25/2017 | PlatformMac Client and Server-Side
    • This plug-in is verified compatible with Mac OS 10.11- 10.13
    • Added an enhancement to PCQO_RqExecute that automatically loads the first response record into memory after execution
    • Created a file log for the Server-Side Mac plug-in
    • Updated demo file
    • Updated Developer's Guide and Migration Guide
       
  • Version: 2.0.3.1 | Release Date09/25/2017 | PlatformFM Cloud
    • Added an enhancement to PCQO_RqExecute that automatically loads the first response record into memory after execution
    • Updated demo file
    • Updated Developer's Guide and Migration Guide
  • Version: 2.0.3.0 | Release Date07/12/2017 | PlatformWin Client-Side
    • Added the ability to talk to QuickBooks Online UK and CAN
    • Updated Developers Guide
       
  • Version: 2.0.3.0 | Release Date07/12/2017 | PlatformMac Client-Side
    • Added the ability to talk to QuickBooks Online UK and CAN
    • Updated Developers Guide
       
  • Version: 2.0.3.0 | Release Date07/12/2017 | PlatformFM Cloud
    • This plug-in is now compatible with FileMaker Cloud
    • Added the ability to talk to QuickBooks Online UK and CAN
    • Created a file log for the FileMaker Cloud plug-in
    • Updated Developers Guide
       
  • Version: 2.0.2.1 | Release Date06/14/2017 | PlatformWin Client and Server-side
    • Resolved an issue with calling the Delete operation that was causing a blank result to be returned to the plug-in on execute.
    • Resolved an issue where calling a Void operation would fail to void a sales receipt, payment, or bill payment.
    • Resolved an issue where performing a "count(*)" query or using PCQO_SCountEntities would fail to return an accurate count of specified entities.
    • Resolved an issue in encoding query requests when a field specified includes a "&", ".", or other special characters as values.
    • Resolved an issue where specifying the MaxResults field in PCQO_RqAddFieldWithValue was corrupting the query string with invalid information.
       
  • Version: 2.0.2.1 | Release Date06/14/2017 | PlatformMac Client and Server-side
    • Resolved an issue with calling the Delete operation that was causing a blank result to be returned to the plug-in on execute.
    • Resolved an issue where calling a Void operation would fail to void a sales receipt, payment, or bill payment.
    • Resolved an issue where performing a "count(*)" query or using PCQO_SCountEntities would fail to return an accurate count of specified entities.
    • Resolved an issue in encoding query requests when a field specified includes a "&", ".", or other special characters as values.
    • Resolved an issue where specifying the MaxResults field in PCQO_RqAddFieldWithValue was corrupting the query string with invalid information.
       
  • Version: 2.0.2.0 | Release Date05/09/2017 | PlatformWin
    • This plug-in is confirmed compatible with FileMaker® Pro 14 - 16 (32-bit and 64-bit)
    • Added FileMaker 16 script step functionality
    • Updated Developer's Guide
       
  • Version: 2.0.2.0 | Release Date05/09/2017 | PlatformMac
    • This plug-in is confirmed compatible with FileMaker 14 (32-bit and 64-bit) and FileMaker 15-16 (64-bit)
    • Added FileMaker 16 script step functionality
    • Updated Developer's Guide
       
  • Version: 2.0.1.2 | Release Date03/31/2017 | PlatformWin Client and Server-side
    • Resolved a logic error that was preventing the proper handling of a reference type's "value" parameter when specifying "Value" instead.
       
  • Version: 2.0.1.2 | Release Date03/31/2017 | PlatformMac Client and Server-side 
    • Resolved logic error that was preventing FM Books Connector Online Mac from properly handling an error response from QuickBooks Online.
    • Resolved a logic error that was preventing the proper handling of a reference type's "value" parameter when specifying "Value" instead.
       
  • Version: 2.0.1.1 | Release Date03/13/2017 | Platform: Mac and Win Client and Server-side
    • Added handling for creating, reading, updating, and deleting (as applicable) deposits, refund receipts, transfers, budgets, company currencies, journal codes, tax agencies, and tax services
    • Adjusted the handling of the "StringValue", "NumberValue", and "BooleanValue" subfields for the CustomField element to match with QuickBooks Online validation requirements. Please note that all subfields for the CustomField element must be defined when working with CustomFields
    • Updated Developer's Guide
       
  • Version: 2.0.1.0 | Release Date01/11/2017 | PlatformWin Client-side
    • Resolved issue with adding date field values parsing dates incorrectly. Dates in localized date field format or ISO-8801 format will be interpreted as ISO-8801 format (format: ?YYYY-MM-DDTHH:mm:SSZ?)
    • Miscellaneous issues and enhancements to demo file
    • Updated Developer's Guide and Functions Guide
  • Version: 2.0.1.0 | Release Date01/11/2017 | PlatformWin Server-side
    • Initial release
    • Added ability for multi-user access using FileMaker Pro, FileMaker Go, and FileMaker WebDirect
    • Added new demo file for server-side plug-in installation and demonstration of server-side functions
    • Added compatibility for FileMaker Server 14- 15, 64-bit on Windows machine
    • Updated Developer's Guide and Functions Guide
    • Updated installation process to install plug-in in multiple locations to enable WebDirect access
       
  • Version: 2.0.1.0 | Release Date01/11/2017 | PlatformMac Client - Side
    • Resolved issue with adding date field values parsing dates incorrectly. Dates in localized date field format or ISO-8801 format will be interpreted as ISO-8801 format (format: ?YYYY-MM-DDTHH:mm:SSZ?)
    • Miscellaneous issues and enhancements to demo file
    • Updated Developer's Guide and Functions Guide
  • Version: 2.0.1.0 | Release Date: 01/11/2017 | Platform: Mac Server-side
    • Initial release
    • Added compatibility for FileMaker Server 14- 15, 64-bit on Mac machine
    • Added ability for multi-user access using FileMaker Pro, FileMaker Go, and FileMaker WebDirect
    • Added new demo file for server-side plug-in installation and demonstration of server-side functions
    • Updated installation process to install plug-in in multiple locations to enable WebDirect access
       
  • Version: 2.0.0.2 | Release Date11/29/2016 | PlatformMac-
    • Resolved an issue in processing an error response from Intuit that would lead to unstable behavior in FileMaker Pro when calling PCQO_SGetStatus. This only affects the Mac version of the plug-in
       
  • Version: 2.0.0.1 | Release Date11/17/2016 | PlatformWin
    • Resolved an issue preventing the use of the "NonInventory" Item type when creating or updating an Item
    • Resolved issue with the handling of the "minorversion" property (for more information on what minorversion is used for, please see: https://developer.intuit.com/docs/0100_quickbooks_online/0200_dev_guides/accounting/minor_versions)
    • Enhanced error capture methods to prevent problems with loading an error response from Intuit into memory. This resolves a potential crash condition
       
  • Version: 2.0.0.1 | Release Date11/17/2016 | PlatformMac
    • Resolved an issue preventing the use of the "NonInventory" Item type when creating or updating an Item
    • Resolved issue with the handling of the "minorversion" property (for more information on what minorversion is used for, please see: https://developer.intuit.com/docs/0100_quickbooks_online/0200_dev_guides/accounting/minor_versions)
       
  • Version: 2.0.0.0 | Release Date10/05/2016 | PlatformWin
    • Added FileMaker 64-bit compatibility
    • Added functionality to load JSON or XML document into the plug-in directly
    • Created MSI installer packages for Windows
    • Redesigned plug-in for more efficient processing
    • Resolved parsing query issue that returned empty string
    • Miscellaneous issues, enhancements, and bug fixes
    • Updated Developer's Guide
    • Updated Functions Guide
    • Updated Migration Guide
    • Updated Demo file
       
  • Version: 2.0.0.0 | Release Date10/05/2016 | PlatformMac
    • Added Mac OS 10.10 - 10.12 compatibility
    • Added FileMaker 64-bit compatibility
    • Added functionality to load JSON or XML document into the plug-in directly
    • Created DMG installer packages for Mac
    • Redesigned plug-in for more efficient processing
    • Resolved parsing query issue that returned empty string
    • Refined the authentication process to allow the user to authenticate using an in-app web browser instead of an external web browser
    • Miscellaneous issues, enhancements, and bug fixes
    • Updated Developer's Guide
    • Updated Functions Guide
       
  • Version: 1.0.1.5 | Release Date05/10/2016 | PlatformWin
    • This plug-in is verified compatible with FileMaker® Pro 13-15 for Windows, 32-bit
    • Download version 1
       
  • Version: 1.0.1.5 | Release Date03/03/2016 | PlatformWin
    • This plug-in is verified compatible with FileMaker® Pro 12-14 and Windows® 7/8/10 and may work with earlier versions. Please note, Intuit's QuickBooks Online is not supported by the Microsoft EDGE browser
    • Added a new parameter for "PCQO_BeginSession" called "optUseSandbox"; setting this value to True or 1 will allow the plug-in to connect to a QuickBooks Online Sandbox company. Note: The developer must have access to a QuickBooks Online sandbox company provided by Intuit with an Intuit Developer account. Please see the following site for information about sandbox companies: https://developer.intuit.com/docs/0050_quickbooks_api/0006_quickbooks_online_sandbox
    • Updated scripting to allow for Intuit's new Item Hierarchy enhancement. Companies with categories enabled will be able to view Category items as "Category" and not as "Service" items. Companies without categories enabled will behave as normal
    • Updated Demo user interface
    • Updated Developer's Guide
       
  • Version: 1.0.1.4 | Release Date05/28/2015 | PlatformWin
    • FileMaker 14 32-bit compatible
    • This plug-in is verified compatible with FileMaker® Pro 12-14 and Windows® 7/8 and may work with earlier versions.
       
  • Version: 1.0.1.4 | Release Date03/13/2015 | PlatformWin
    • Resolved issue for sending Update requests to QBO in which specifying "SparseUpdate" as "True" did not make the request a sparse update
       
  • Version: 1.0.1.3 | Release Date12/29/2014 | PlatformWin
    • Updated setting and getting StringType field within custom fields
  • Version: 1.0.1.2 | Release Date11/26/2014 | PlatformWin
    • Updated to resolve an issue with handling "BillPaymentCheck", "BillPaymentCreditCard", "CheckPayment" and "CreditCardPayment" related records
    • Revised handling for internal XML to allow PCQO_SGetXML( "Request" ) to return the in-progress request in memory as XML
    • Resolved issue with handling DescriptionOnly line items to Invoices
       
  • Version: 1.0.1.1 | Release Date11/05/2014 | PlatformWin
    • Updated to resolve issue where the plug-in would throw an exception on Begin Session
       
  • Version: 1.0.1.0 | Release Date09/05/2014 | PlatformWin
    • Updated to Intuit's new v3 QuickBooks Online REST API SDKs
    • Added two new functions PCQO_SSaveSessionInfo and PCQO_SLoadSessionInfo( SessionInfoString ) to allow the ability to share a single authentication session across multiple machines with custom scripting.  See sample script in Developer's Guide
    • Added new response field "CountResult" that will return the number of entities counted by a "count(*)" query operation.  See sample Counting Entities script in Developer's Guide
    • Added new request field "SparseUpdate" that determines whether the update will be a "Complete" or Sparse" update
    • Updated PCQO_RsGetFirstFieldValue to handle "LinkedTxn::TxnId" and "LinkedTxn::TxnType" appropriately
    • Updated error handling for error codes "0" and "-990"
    • Updated Developer's Guide
    • Updated Functions Guide
    • Updated Migration Guide
       
  • Version: 1.0.0.1 | Release Date08/05/2014 | PlatformWin
    • Update to the registration process to resolve a "no contact from server" - 10 error
       
  • Version: 1.0.0.0 | Release Date03/18/2014 | PlatformWin
    • Initial release

Additional Information

Please Note:

This fully functional demo file is usable for 30 days. However, the demo will expire 2 hours from opening your FileMaker application. To reset please close and reopen your FileMaker application.

Licensing Details:

This is a SaaS (software as a service) product and requires an active subscription.  A credit card will be kept on file for automatic renewal and will be charged annually unless your subscription is canceled.

The server-side plug-in comes with a free copy of the single user (client) plug-in to allow for development and authentication with QuickBooks online. 

Integration Details:

Ready to get started now - try our Core5 Starter Edition!  Core5 comes pre-configured with 30-day trial versions of the FM Books Connector or FM Books Connector Online plug-ins and is designed to integrate with your existing QuickBooks company file (Desktop or Online). Core5 allows you to pull your existing QuickBooks contacts and items in order to set up your file, as well as continually push customer and invoices and pull payment balances. 

If you are using QuickBooks Desktop with Windows, please see the FM Books Connector plug-in. 

Successful integration of FileMaker plug-ins requires the creation of integration scripts within your FileMaker solution. Intermediate to advanced experience with FileMaker Pro, especially in the areas of scripting and calculations, is necessary to integrate this plug-in.  After review of our overview videos, sample scripts and documentation you find you need assistance please contact us or fill out a Request For Quote.