FileMaker offers many possibilities for streamlining your workflow so that your entire staff has the information they need , but your critical financial data is only visible to select QuickBooks users.
Many FileMaker and QuickBooks integrations start small and are trying to solve a workflow issue or bottleneck. When you connect the two applications , you have the ability to make accounting processes as simple or robust as you would like. Here are a couple of e xample s:. The most common QuickBooks integration request is to automate the pushing and pulling of invoice and customer data.
Using FileMaker apps, we can create a custom solution that allows your entire team to gather customer and invoice information from anywhere - desktop, web, or iOS device.
We then create buttons or scripts that send the data to QuickBooks and pull updates back into FileMaker. For example, w hen you create a new customer or edit an existing contact in FileMaker, with the push of a button , the customer is added or updated in QuickBooks. With invoice automation, we create systems that allow you to match up your QuickBooks items and pricing, generate the invoice in FileMaker, and then push that invoice into QuickBooks.
And then, as we mentioned earlier, we create a script that can easily pull invoice balances back into FileMaker. We have multiple companies with field reps that rel ied heavily upon paper forms.
All their services were performed out of the office, requiring field reps to manually fill out paperwork for every job. In each case, the manual paperwork resulted in time-consuming, manual invoicing and sometimes created a delay in receiving payments.
The remote workers fill out their forms on an iPad or iPhone even if there is no internet service. Once they were back in internet range, they would click a button to send data sent back to the offic e. The book keeper then updates the data in QuickBooks for quick invoice processing. We were able to eliminate the paper trail , go mobile, and speed up the turnaround time from initial service request to invoicing and then to receiving final payment.
Learn what FileMaker development skills you will need in order to get started with and complete an integration. The plug-in may work with earlier versions of FileMaker or operating systems, however, these are no longer supported. 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: bit applications and bit plug-ins will work on a bit operating system.
As of FileMaker 19, all plug-ins need to be bit. However, with the bit version of FM Books Connector, we provide a supplementary component called the QB Bridge to ensure the plug-in will communicate properly with QuickBooks. The FM Books Connector bit installer will automatically install the component during the installation process. 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. For full functionality to communicate directly with QuickBooks for Windows the full version of the FM Books Connector plug-in is required. Download Mac Template. For information about finding and sorting records, see Finding records and Sorting records in the FileMaker Help file. In the Export Records to File dialog box, type a name and choose a location for the file.
If you're exporting to XML and applying an XSLT style sheet during export, give the filename an extension that corresponds to the transformed file's format, such as.
If another file with the same name already exists in the same location, the exported file replaces the existing file. Use a file format supported by the application in which you plan to use the exported data.
To include all fields in the export, click Move All. Include a related field in the export Choose the name of the related table from the list in the upper-left corner of the dialog box, and then move the fields you want into the Field export order area.
You can include related fields before, after, or between other fields being exported. Export grouped summary values instead of individual records In the fields list on the left, click a summary field whose values you want to summarize. In the Group by area, select each break field by which you want the values summarized. Then click Move. When you click Move, FileMaker Pro adds the summary field and one or more grouped summary fields to the Field export order area.
FileMaker Pro adds one grouped summary field for each break field you selected in the Group by area. Here are some lists and transaction types you can import into QuickBooks.
Transactions you can import Account beginning balances Cash sales to customers Checks Deposits Invoices Account transfers of funds Vendor bills Cash refunds to customers Credit card transactions Estimates Payments from customers Vendor bill refunds Credit card refunds to customers Credit memos to customers General journal entries Purchase orders.
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