Connect FileMaker to QuickBooks Desktop
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.
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The Connect FileMaker to QuickBooks Desktop course will help you understand the fundamental skills necessary for a successful QuickBooks Desktop integration with your FileMaker app. QuickBooks is the leading accounting software for small businesses and the Claris FileMaker platform is the perfect companion. Many business owners what to share key customer details such as account balances or payment history with their teams, but want to keep the other proprietary QuickBooks data private. As a Workplace Innovation Platform, this is where FileMaker can help by creating processes in a custom app to share just the right amount of data.
When you connect FileMaker to QuickBooks, you have the ability to make accounting processes as simple or robust as you would like. Over the years, we have learned that it is a good idea to let QuickBooks continue to be the primary software for accounting and let the connection to FileMaker just push or pull the data that helps to streamline processes.
Since have also learned that there are specific foundational skills necessary for executing a successful and effective FileMaker to QuickBooks Desktop integration. While there are many options for connecting to QuickBooks, every developer should start with these basics.
In this course you will learn:
Gain Knowledge. You will gain the knowledge to properly integrate FileMaker with QuickBooks to "push" and "pull" data.
Valuable Skills. You will develop valuable skills that you can market and sell to your customers/users many times over.
Integrate Efficiently. This course is the fastest and most effective way to learn how to master the FM Books Connector plug-in.
Periodically we will update our courses with new content. We added new chapters to the Connect FileMaker to QuickBooks Desktop course to discuss more advanced techniques and walk through the installation of QuickBooks Desktop 2020.
The following lessons have been added to the course:
(Select a box below to see all the lessons within each section)
Course OverviewFREE PREVIEW
About Marc Larochelle / Productive ComputingFREE PREVIEW
How To Use This CourseFREE PREVIEW
Important: Watch this lesson if you are using FileMaker Pro Advanced 17 or Higher
Course Version HistoryFREE PREVIEW
Developer EnvironmentFREE PREVIEW
Preparing the SoftwareFREE PREVIEW
If you are using AWS, Install .NET 3.5
Installing QuickBooks Premier (version 18)FREE PREVIEW
Installing QuickBooks Enterprise (version 20)FREE PREVIEW
Installing Claris FileMaker ProFREE PREVIEW
Download, Install, and Register the FM Books ConnectorFREE PREVIEW
Connecting to QuickBooks for the First Time
Setup (More info and Links)
Working With the Documentation
How FM Books Works (Lists & Transactions)
How FM Books Works (Request & Response)
Using the Intuit OSR (Online Screen Reference) - Part 1
Using the Intuit OSR (Online Screen Reference) - Part 2
Scripting to Create, Post and Parse Requests & Responses
Working with Older Versions of FileMaker
QuickBooks Versions and Pricing (Desktop vs Online)
Getting Around On QuickBooks
QuickBooks Versions and Pricing Links
Pushing a Customer (Part 1)
Pushing a Customer (Part 2)
Pushing a Customer [Additional Contact Information] (Part 3)
Pushing a Customer [Additional Contact Information] (Part 4)
Pushing a Customer as a Job (Part 5)
QB Enterprise VS QB Premier (things to watch out for)
Editing a Customer (Part 1)
Editing a Customer (Part 2)
Editing a Customer [Additional Contact Info] (Part 3)
Editing a Customer [Additional Contact Info] (Part 4)
Deleting a Customer
Directly "Open" a QB Record from FileMaker
Recap and Sample FileMaker File
Developing Directly on a Mac (with the FM Books Plug-in Template)
Pushing an Invoice (Part 1)
Pushing an Invoice (Part 2)
Pushing an Invoice (Part 3)
Editing an Invoice (Part 1)
Editing an Invoice (Part 2)
Delete and Void an Invoice
Recap and Sample FileMaker File
Great course, Marc is a great teacher who can make a complicated subject easy to digest. Well done and thank you!
Great course, Marc is a great teacher who can make a complicated subject easy to digest. Well done and thank you!Read Less
Very good course for preparing to use Productive Computing Quickbooks Connector.
Very good course for preparing to use Productive Computing Quickbooks Connector.Read Less
Have a look at our other course for QuickBooks Online 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 Online for Mac, Windows, and Server.
$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 using the FM Books Connector 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.
If you've done several integrations with the FM Books Connector, you may find this course more of a review and less of a revelation. However, there are foundational 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 on-line 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. If you have never worked on a Windows machine because you've always used a Mac, we have you covered there as well because there are optional lessons included that show you steps to set up a Windows environment. Access to a Windows OS is required for this course.
You could take the course using nothing more than a 30-day demo of the FM Books Connector. However, it would be far more convenient to use a fully licensed version of the FM Books connector. Ultimately, any user who plans on doing QuickBooks integration 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.
The course will be an ever-evolving offering that starts with the basics at first and then later throughout each year, more content will be added. More modules will be identified and discussed (such as Purchase Orders, Sales Receipts, Payments, timers, etc.) Advanced lessons will be made available such as working with inventory, multiple QuickBooks files, pulling records in batches, working directly with QuickBooks reports and accessing custom fields. There will be fresh content periodically (typically at least annually).
This course will be continuously evolving, updating and improving. Between new versions of FileMaker, QuickBooks, the operations systems, and the FM Books Connector 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 QuickBooks areas that FileMaker can communicate with by adding modules and lessons periodically. We realize that some will want to keep their subscription renewed every year for the reasons just mentioned, while others may not renew.
Yes and no. All questions will be read by the instructor where a determination will be made if help can be provided immediately (for free) or if the issue involves a much more labor intense answer therefore possibly requiring paid support. In general, help is always available from Productive Computing to answer the simplest question or to go further by providing professional consultation or even assist with the full integration. It has been our experience that it's not unusual for even the most advanced developers to ask for a helping hand every now and again.
While it's true the plug-in has functionality only with QuickBooks Desktop edition for windows, you can still do most of your programming on a Mac by using our Macintosh compatible plug-in template. You can find this template directly on the Productive Computing website under the FM Books Connector plug-in section.
Master the advanced stills to properly integrate FileMaker with QuickBooks Desktop.