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

Win Version 3.0.1.3
Mac version 3.0.1.3

Platform
Windows | Mac

Pricing Options
Please select your desired license option:

Client side plug-in options

Server-side plug-in option
Allows for an unlimited number of users connecting to a single QuickBooks Online company using a single authenticated QuickBooks Online session.

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 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

youtube-video-thumbnail

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

youtube-video-thumbnail

Master the skills you need to properly integrate FileMaker and QuickBooks Online using the FM Books Connector Online plug-in with the Connect FileMaker to QuickBooks Online training course at Productive Computing University. In this five and a half hour course, you will develop the skills necessary for Windows, Mac, and FileMaker Server integrations.

Benefits of a FileMaker and QuickBooks 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

BLOG: Understanding FileMaker and QuickBooks Integrations

Learn the benefits of using FileMaker with QuickBooks and review examples on how you can improve workflows in your business when you integrate the two applications.

BLOG: Five Foundational Skills Needed to Effectively Integrate FileMaker and QuickBooks

Learn what FileMaker development skills you will need in order to get started with and complete an integration.

System Requirements

Application:

Client-side plug-in:
FileMaker Pro 19 and 2023 for Windows
FileMaker Pro 19 and 2023 for Mac

Claris Pro for Windows
Claris Pro for Mac

Server-side plug-in: 
FileMaker Server 19 and 2023 for Windows
FileMaker Server 19 and 2023 for Mac

QuickBooks® Online (QBO)*

Platform:

Windows® 10/11 Enterprise and Pro Editions (64-bit only)
macOS 10.15 - 14
Windows Server 2019 and 2023

Mac version: Apple Silicon and Intel chipset compatible.

The client-side plug-in may work with earlier versions of FileMaker or operating systems, however, these are no longer supported.
The server-side plug-in may work with earlier versions of FileMaker Server or operating systems, however, these are no longer supported. At this time Claris Server is Linux based and is not compatible with Windows or Mac plug-ins. Therefore, the plug-in is not compatible with Claris Server at this time.

The server-side plug-in comes with a free copy of the single user (client-side) plug-in for development purposes.

As of FileMaker 19, all plug-ins need to be 64-bit. If using older plug-ins or older versions of FileMaker, the plug-in bit version that you use depends upon the FileMaker Pro bit version you have installed. FileMaker and the plug-in need to be running in the same bit version. Note: 32-bit applications and 32-bit plug-ins may work on a 64-bit operating system.

*IMPORTANT NOTES REGARDING QBO:

  • FM Books Connector Online is designed for use with QuickBooks Online.
  • 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.

Version History

  • Version: 3.0.1.3 | Release Date: 10/05/2023 | Platform: Mac Client-Side and Server-Side 
    • This plug-in has been updated for compatibility with macOS 10.15 - 14
    • Updated digital signature and security settings to adhere to Apple Gatekeeper requirements
  • Version: 3.0.1.3 | Release Date: 04/27/2023 | Platform: Windows Client-Side and Server-Side 
    • This plug-in is verified compatible with FileMaker Pro and FileMaker Server
    • Resolved logic issue in PCQO_SCountEntities resulting in false counts for different entities
  • Version: 3.0.1.3 | Release Date: 04/27/2023 | Platform: Mac Client-Side and Server-Side 
    • This plug-in is verified compatible with FileMaker Pro and FileMaker Server
  • Version: 3.0.1.3 | Release Date: 01/27/2023 | Platform: Mac Client-Side and Server-Side 
    • Resolved an issue with loading the QuickBooks session more than once in a given FileMaker session
    • Enhanced logging added for better troubleshooting
  • Version: 3.0.1.2 | Release Date: 10/25/2022 | Platform: Mac Client-Side and Server-Side 
    • This plug-in is verified compatible with macOS 10.15 - 13
  • Version: 3.0.1.2 | Release Date: 09/27/2022 | Platform: Win Client-Side 
    • This plug-in is verified compatible with Claris Pro (client-side only)
  • Version: 3.0.1.2 | Release Date: 09/27/2022 | Platform: Mac Client-Side 
    • This plug-in is verified compatible with Claris Pro (client-side only)
  • Version: 3.0.1.2 | Release Date: 06/28/2022 | Platform: Win Client-Side and Server-Side
    • Updated internal security to maintain compatibility with Intuit security recommendations
  • Version: 3.0.1.2 | Release Date: 06/28/2022 | Platform: Mac Client-Side and Server-Side
    • Updated internal security to maintain compatibility with Intuit security recommendations
  • Version: 3.0.1.0 | Release Date: 03/16/2022 | Platform: Win Client-Side and Server-Side
    • Added ability to pull the Change Data Capture endpoint from QuickBooks Online. Change Data Capture provides a JSON document containing a list of changed entities that have been added, modified or deleted since the change date.
    • Updated internal handling to prevent a false-positive error when the word "Fault" appears as valid data in the response.
    • Updated internal libraries for Libcurl, OpenSSL, and LibSSH to improve stability on certain Windows operating systems.
    • Resolved issue where the Send Invoice "Short" and "Long" would fail to send the invoice email.
    • Resolved issue where PCQO_SSendInvoice would not properly check if the authentication token needs to be refreshed.
    • Updated Developer's Guide
  • Version: 3.0.1.1 | Release Date: 03/16/2022 | Platform: Mac Client-Side and Server-Side
    • Added ability to pull the Change Data Capture endpoint from QuickBooks Online. Change Data Capture provides a JSON document containing a list of changed entities that have been added, modified or deleted since the change date.
    • Updated internal handling to prevent a false-positive error when the word "Fault" appears as valid data in the response.
    • Resolved issue where the Send Invoice "Short" and "Long" would fail to send the invoice email.
    • Resolved issue where PCQO_SSendInvoice would not properly check if the authentication token needs to be refreshed.
    • Updated Developer's Guide
  • Version: 3.0.0.8 | Release Date: 11/18/2021 | Platform: Win Client-Side
    • This plug-in is verified compatible with Windows 11.
  • Version: 3.0.1.0 | Release Date: 10/28/2021 | Platform: Mac Client-Side and Server-Side
    • This plug-in is verified compatible with macOS 10.15 - 12
  • Version: 3.0.0.8 | Release Date: 09/21/2021 | Platform: Win Client-Side and Server-Side
    • Updated the code signing certificate for the Windows installer to ensure plug-in security
  • Version: 3.0.1.0 | Release Date: 08/03/2021| Platform: Mac Client-Side and Server-Side
    • Added support for Apple Silicon (M1 / ARM64) system architecture.
  • Version: 3.0.0.5 | Release Date: 05/17/2021| Platform: Mac Client-Side and Server-Side
    • Updated the code signing certificate for the Mac installer for compatibility with the Mac security layer.
  • Version: 3.0.0.7 | Release Date: 1/27/2021 | Platform: Win Client-Side and Server-Side
    • Added support for sending invoices via the "Send" operation
    • Added a new function: PCQO_SSendInvoice( InvoiceID ; ToEmail ). This is a shortcut function to send an invoice specified by the InvoiceID to the email at ToEmail. Only one email can receive an invoice at a time
    • Bug fix: Calling PCQO_RqNew will now properly reset the StartPosition and MaxResult special fields.
    • Updated Developer's Guide and Functions Guide
  • Version: 3.0.0.5 | Release Date: 1/27/2021 | Platform: Mac Client-Side and Server-Side
    • Added support for sending invoices via the "Send" operation
    • Added a new function: PCQO_SSendInvoice( InvoiceID ; ToEmail ). This is a shortcut function to send an invoice specified by the InvoiceID to the email at ToEmail. Only one email can receive an invoice at a time
    • Bug fix: Calling PCQO_RqNew will now properly reset the StartPosition and MaxResult special fields.
    • Updated Developer's Guide and Functions Guide
  • Version: 3.0.0.4 | Release Date: 11/12/2020 | Platform: Mac Client-Side and Server-Side
    • This plug-in is verified compatible with macOS 10.14 - 11
  • Version: 3.0.0.6 | Release Date: 5/20/2020 | Platform: Win Client-Side and Server-Side
    • This plug-in is  verified  compatible with FileMaker Pro 19 (64-bit) and FileMaker Pro (Advanced) 17 - 18 (32-bit & 64-bit) 
    • Resolved an issue where a call to PCQO_SGetJSON("Response") would result in a "" or "?" 
    • This plug-in is verified compatible with FileMaker Server 17 - 19 
    • Miscellaneous improvements 
  • Version: 3.0.0.4 | Release Date: 5/20/2020 | Platform: Mac Client-Side and Server-Side
    • This plug-in is  verified  compatible with FileMaker Pro (Advanced) 17 - 19 
    • This plug-in is verified compatible with FileMaker Server 17 - 19 
    • Resolved an issue where a call to PCQO_SGetJSON( "Response" ) would result in a "" or "?" 
    • Miscellaneous improvements 
  • Version: 3.0.0.5 | Release Date: 2/11/2020 | Platform: Win Client and Server-Side
    • Resolved issue with loading a Mac-based session string on the Windows plug-in
  • Version: 3.0.0.3 | Release Date: 2/11/2020 | Platform: Mac Client and Server-Side
    • Resolved issue with loading a Mac-based session string on the Windows plug-in
  • Version: 3.0.0.4 | Release Date: 1/24/2020 | Platform: Win Client and Server-Side
    • Resolved an issue with unnecessary rounding when setting fields of real/float type (e.g. "Amount" or "Rate")
  • Version: 3.0.0.2 | Release Date: 1/24/2020 | Platform: Mac Client and Server-Side
    • Bug fix to resolve Host Capacity Exceeded error in server-side deployments
    • Resolved an issue where loading an OAuth 1.0 session string containing an expired session would cause a crash
    • Resolved an issue where loading an OAuth 2.0 session string that requires a refresh would result in an "invalid_client" error
    • Resolved issue with unnecessary rounding when setting fields of real/float type (e.g. "Amount" or "Rate")
  • Version: 3.0.0.1 | Release Date: 12/16/2019 | Platform: Mac Client and Server-Side
    • Stability updates for the automatic refresh process
    • Updated width of Mac Auth dialog app to better accommodate authentication page
    • Updated demo file, misc bug fixes in demo schema and scripting
    • Update Developer's Guide
  • Version: 3.0.0.3 | Release Date: 12/13/2019 | Platform: Win Client and Server-Side
    • Minor enhancements to the stability and reliability of the automatic refresh session process
    • Updated demo file, misc bug fixes in demo schema and scripting.
  • Version: 3.0.0.2 | Release Date: 11/21/2019 | Platform: Win Client and Server-Side
    • Resolved an issue where the automatic refresh process when loading a session string with PCQO_SLoadSessionInfo was not properly refreshing the token.
    • Resolved an issue where specifying a numeric-type field value (e.g. "Amount", "Rate", etc.) would improperly round the value.
  • Version: 3.0.0.1 | Release Date: 11/13/2019 | Platform: Win Client and Server-Side
    • Resolved issue where PCQO_RefreshSession was attempting to refresh the current token as though it was OAuth 1.0.
  • Version: 3.0.0.0 | Release Date: 09/25/2019 | Platform: Win Client and Server-Side
    • Updated authentication method to use OAuth 2.0 instead of OAuth 1.0
      • As of December 17th, 2019, OAuth 1.0 will be disabled by Intuit, which will impact connectivity. Version 3.0.0.0 and newer will be unaffected by this event and will continue to work.
      • IMPORTANT - You must migrate your OAuth 1.0 session tokens to OAuth 2.0 by using the PCQO_SLoadSessionInfo and PCQO_SSaveSessionInfo functions to ensure continued functionality of the FM Books Connector Online plug-in. Newly created sessions using version 3.0.0.0 and newer will automatically be OAuth 2.0 connections.
    • Updated demo file
    • Updated Developer's Guide
  • Version: 3.0.0.0 | Release Date: 09/25/2019 | Platform: Mac Client and Server-Side
    • This plug-in is verified compatible with macOS 10.13 - 10.15
    • Updated handling of the “SparseUpdate” field to treat the value as a Boolean instead of a date.
    • Updated authentication method to use OAuth 2.0 instead of OAuth 1.0
      • As of December 17th, 2019, OAuth 1.0 will be disabled by Intuit, which will impact connectivity. Version 3.0.0.0 and newer will be unaffected by this event and will continue to work.
      • IMPORTANT - You must migrate your OAuth 1.0 session tokens to OAuth 2.0 by using the PCQO_SLoadSessionInfo and PCQO_SSaveSessionInfo functions to ensure continued functionality of the FM Books Connector Online plug-in. Newly created sessions using version 3.0.0.0 and newer will automatically be OAuth 2.0 connections.
    • Updated demo file
    • Updated Developer's Guide
  • Version: 2.0.5.3 | Release Date: 09/25/2019 | Platform: Mac Client and Server-Side
    • Updated handling of the “SparseUpdate” field to treat the value as a Boolean instead of a date.
    • Download version 2
  • Version: 2.0.5.2 | Release Date: 05/22/2019 | Platform: Win Client and Server-Side
    • This plug-in is verified compatible with FileMaker Server 16 - 18
    • This plug-in is verified compatible with FileMaker Pro (Advanced) 16 - 18 (32-bit & 64-bit)
    • This plug-in and its installer is now code-signed, introducing an extra level of security that ensures the plug-in package is not compromised in any way
    • Download version 2
  • Version: 2.0.5.2 | Release Date: 05/22/2019 | Platform: Mac Client and Server-Side
    • This plug-in is verified compatible with FileMaker Server 16 - 18
    • This plug-in is verified compatible with FileMaker Pro (Advanced) 16 - 18
    • This plug-in and its installer is now code-signed, introducing an extra level of security that ensures the plug-in package is not compromised in any way
  • Version: 2.0.5.1 | Release Date: 05/22/2019 | Platform: FileMaker Cloud
  • Version: 2.0.5.1 | Release Date: 11/28/2018 | PlatformWin Client and Server-Side
    • Resolved missing parameter name when specifying the PCQO_BeginSession( optUseSandbox ) function in a calculation dialog.
    • Updated the list of supported entities to bring parity between the PCQO_RqNew and PCQO_SCountEntities functions.
    • Updated the internal Minor Version property to minor version 30.
    • Updated handling of the TaxService List entity to use the proper REST endpoint.
  • Version: 2.0.5.1 | Release Date: 11/28/2018 | PlatformMac Client and Server-Side
    • Resolved missing parameter name when specifying the PCQO_BeginSession( optUseSandbox ) function in a calculation dialog.
    • Updated the list of supported entities to bring parity between the PCQO_RqNew and PCQO_SCountEntities functions.
    • Updated the internal Minor Version property to minor version 30.
    • Updated handling of the TaxService List entity to use the proper REST endpoint.
  • Version: 2.0.5.1 | Release Date: 11/28/2018 | PlatformFileMaker Cloud
    • Resolved missing parameter name when specifying the PCQO_BeginSession( optUseSandbox ) function in a calculation dialog.
    • Updated the list of supported entities to bring parity between the PCQO_RqNew and PCQO_SCountEntities functions.
    • Updated the internal Minor Version property to minor version 30.
    • Updated handling of the TaxService List entity to use the proper REST endpoint.
  • Version: 2.0.5.0 | Release Date09/20/2018 | PlatformMac Client and Server-Side
    • This plug-in is verified compatible with Mac OS 10.12 - 10.14
  • Version: 2.0.5.0 | Release Date09/13/2018 | PlatformMac Client and Server-Side and Win Client and Server-Side
    • Added new functions: PCQO_SSetMinorVersion( MinorVersion ) and PCQO_SGetMinorVersion. These functions allow FileMaker to get and set the QuickBooks Online minor version value that is used with each request. See the Intuit Accounting API reference for more information about minor versions: https://developer.intuit.com/docs/00_quickbooks_online/2_build/20_explore_the_quickbooks_online_api/80_minor_versions
    • Added support for Batch processing using the Batch supporting entity. New functions added: PCQO_RqAddRequestToBatch, PCQO_RsOpenFirstBatchRecord, PCQO_RsOpenNextBatchRecord, PCQO_SClearBatchQueues( Type )
    • Added support for the "Attachable" supporting entity. New functions added: PCQO_SUploadAttachableFile and PCQO_SDownloadAttachableFile. Attachable files are specific documents that can be uploaded or downloaded and linked to transaction entities. Documents can be uploaded from either the local or network file system, or from a FileMaker container field. Please refer to the Developer's Guide and Functions Guide for more information about attachable files.
    • Updated handling of PCQO_RqExecute and PCQO_RsGetJSON to also handle Batch requests and responses
    • Updated the Client and Server demo files to demonstrate handling for minor versions and attachable files
    • Updated Functions Guide
    • Updated Developers Guide
  • Version: 2.0.5.0 | Release Date09/13/2018 | Platform: FM Cloud
    • Added new functions: PCQO_SSetMinorVersion( MinorVersion ) and PCQO_SGetMinorVersion. These functions allow FileMaker to get and set the QuickBooks Online minor version value that is used with each request. See the Intuit Accounting API reference for more information about minor versions: https://developer.intuit.com/docs/00_quickbooks_online/2_build/20_explore_the_quickbooks_online_api/80_minor_versions
    • Added support for Batch processing using the Batch supporting entity. New functions added: PCQO_RqAddRequestToBatch, PCQO_RsOpenFirstBatchRecord, PCQO_RsOpenNextBatchRecord, PCQO_SClearBatchQueues( Type )
    • Added support for the "Attachable" supporting entity. New functions added: PCQO_SUploadAttachableFile and PCQO_SDownloadAttachableFile. Attachable files are specific documents that can be uploaded or downloaded and linked to transaction entities. Documents can be uploaded from either the local or network file system, or from a FileMaker container field. Please refer to the Developer's Guide and Functions Guide for more information about attachable files.
    • Updated Developers Guide
    • Updated Functions Guide
  • Version: 2.0.4.0 | Release Date07/02/2018 | PlatformMac Client and Server-Side,  Win Client and Server-Side, FM Cloud
  • 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 | Platform:
    • 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
       
  • 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 Core CRM Pro! Core CRM Pro 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). Core CRM Pro 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.

IMPORTANT -  If your deployment version of FM Books Connector Online is older than version 3.0.0.0, you must upgrade your deployment to the latest version. After December 17th, 2019, any attempts to connect with OAuth 1.0 will be declined by Intuit. For more details, please see our OAuth 2.0 article in the Help Center, view the updated Authorization processes in the Developer's Guide, or contact us at support@productivecomputing.com. This upgrade is free of charge for customers with an active subscription to FM Books Connector Online.