Connect FileMaker to QuickBooks Online
The fastest way to master the right skills to integrate FileMaker with QuickBooks Online. Perform Windows and Mac integrations seamlessly with the FM Books Connect Online plug-in.
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(Select a box below to see all the lessons within each section)
Welcome!
FREE PREVIEWCourse Overview
FREE PREVIEWAbout Stuart Hite / Productive Computing
FREE PREVIEWHow To Use This Course
FREE PREVIEWImportant: Watch this lesson if you are using FileMaker Pro Advanced 17 or Higher
Course Version History
Setting up for Success
FREE PREVIEWQuickBooks Overview
Setup (More info and Links)
FREE PREVIEWOAuth 2.0 IMPORTANT UPDATE
Clear End Result
Working With the Documentation
Using the QuickBooks Online Documentation
Two Methods, Same Result
The First Script You Must Have
Summary and Homework
Sample FileMaker QuickSilver File
Understanding Sessions
Begin Session Script
Begin Script Completion
Initial Connection with Mac
Initial Connection with Windows
Initial Connection with Server
Load Session Script
Load Session Test
Access Areas
Understanding Communication
Sample FileMaker QuickSilver File
The General R-ead Process
R-ead Script Part 1
R-ead Script Part 2
R-ead Script Testing
R-ead Script Duplication
R-ead Summary
Sample QuickSilver FileMaker File
The General U-pdate Process
U-pdate Script Created
U-pdate Script Tested
U-pdate Script Duplicated
U-pdate Summary and Homework
U-pdate QuickSilver Sample FileMaker File
Have a look at our other course for QuickBooks Desktop integration.
In this course, you will learn how to install, configure, and develop robust solutions giving you the skills necessary to build a direct connection between FileMaker and QuickBooks desktop for Windows.
$149 / year
$299.00 / year
Entire University Bundle
Frequently Asked Questions
No. In fact, many people have learned how to perform integrations between FileMaker and QuickBooks Online using the FM Books Connector Online plug-in just by using our free tools such as the documentation and demo files. However, this course was created to significantly save you time - especially if you've never done anything like this before. This course will track your progress and train you step-by-step, even if this is your first time using a plug-in. There are a great many people who prefer to learn by way of video training versus reading the documentation or reverse engineering demo files. We see this method of training as a growing trend on how people prefer (and now expect) to learn.
Yes. There is a section that points out the key highlights of the Migration Guide documentation. If you are familiar with QuickBooks desktop integrations, this may be all that is needed to spot the differences. The primary focus of the course is mastering integration with the online version of the plug-in, whether or not you are familiar with the desktop version.
If you've done several integrations with the FM Books Connector Online, you may find this course more of a review and less of a revelation. However, there are foundation knowledge points that will be covered and even for the most experienced integrator, there are things to be learned (and better understood) by taking this course.
We recommend that you know how to work with relationships and scripts before signing up. There are plenty of courses online to learn FileMaker. This course is designed for the intermediate to advanced FileMaker developer, but it's not required that you know anything about plug-ins.
You could take the course using nothing more than a 30-day demo of the FM Books Connector Online plug-in. However, it would be far more convenient to use a fully licensed version of the FM Books Connector Online. Ultimately, any user who plans on doing QuickBooks Online integrations from their own desktop will need a fully licensed version of the plug-in. Note: the demo expires after 30 days and also becomes disabled 2 hours of continuous use. You can reset the hourly clock by quitting FileMaker and getting back in.
I need a course to learn about integrating FileMaker with QuickBooks Online? Being familiar with the desktop version of QuickBooks will certainly help decrease the learning curve for the Online version. However, while there are some similarities, there are a few very important differences between programming for the Desktop and Online versions. You may be able to understand the differences by thoroughly reading the Migration Guide as well as the Developer’s Guide and Functions Guide. We believe the course is the fastest way to master all of the material.
Yes. Updates will be added for any future modifications in the QuickBooks or FileMaker processes that require a change in the plug-in processes. Requests from the community for specific additional topics will also be considered.
This course will be updated and improved as necessary or as new features are added to the plug-in. Between new versions of FileMaker, the operations systems, and the FM Books Connector Online plug-in itself, there are always going to be items to update and refresh. In addition to the updates, we plan to continue to add content and explore additional areas of QuickBooks Online that FileMaker can communicate with by adding modules. We realize that some will want to keep their subscription renewed every year for the reasons just mentioned, while others may not renew.
Yes. The entire process is very similar for each. The notable differences are covered where applicable in the flow of integration.