Course Overview and Benefits

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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:

  • Installing QuickBooks Desktop
  • Installing FM Books Connector plug-in
  • How to work with Intuit's OSR (Online Screen Reference)
  • Pushing and pulling customer data
  • Pushing invoices
  • Pulling transactions






What you can expect

  • 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.

Course Updates

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: 

  • Working with multiple QuickBooks files
  • Using time tracking for payroll or invoicing 
  • Installing QuickBooks Desktop Enterprise 2020


Course Curriculum

(Select a box below to see all the lessons within each section)

  • 3

    The Basics (foundational information before you get started)

    • Working With the Documentation

    • How FM Books Works (Lists & Transactions)

    • How FM Books Works (Request & Response)

    • QuickBooks Schema

    • Using the Intuit OSR (Online Screen Reference) - Part 1

    • Using the Intuit OSR (Online Screen Reference) - Part 2

    • Plug-in Functions

    • Scripting to Create, Post and Parse Requests & Responses

    • Working with Older Versions of FileMaker

    • Additional Info

  • 4

    Overview of QuickBooks

    • QuickBooks Versions and Pricing (Desktop vs Online)

    • Getting Around On QuickBooks

    • QuickBooks Versions and Pricing Links

  • 5

    Pushing Customers to QuickBooks

    • 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

  • 6

    Pushing Invoices to QuickBooks

    • 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

  • 7

    Pull Customers from QuickBooks

    • Pull Customers (Part 1) [Single customer - pull balance]

    • Pull Customers (Part 2) [All customers active status]

    • Pull Customers (Part 3) [Date modified by range]

    • Pull Customers (Part 4) [StartsWith, EndsWith, Contains]

    • Pull Customers (Part 5) [Limit Response Data]

    • Pull Customers (Part 6A) [Putting it all together]

    • Pull Customers (Part 6B) [Putting it all together]

    • Recap and Sample FileMaker File

  • 8

    Pulling Transactions

    • Pulling Multiple Transaction Types (Part 1)

    • Pulling Multiple Transaction Types (Part 2)

    • Integration Strategies

    • Sample FileMaker File

  • 9

    Working with Time Tracking (for use with payroll and invoicing)

    • Working with Time Tracking (Part 1)

    • Working with Time Tracking (Part 2)

    • Working with Time Tracking (Part 3)

    • Working with Time Tracking (Part 4)

    • Working with Time Tracking (Part 5)

    • Download Time Tracking File

  • 10

    Working with Multiple QuickBooks Files (Optional)

    • Working with Multiple QuickBooks Files (Part 1)

    • Working with Multiple QuickBooks Files (Part 2)

    • Working with Multiple QuickBooks Files (Part 3)

    • Working with Multiple QuickBooks Files (Part 4)

    • Download FileMaker File

  • 11

    Thank you, Congratulations and Other Services

Course Reviews

5 star rating

Connect FileMaker to QuickBooks Desktop

Andrew Simpson

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
4 star rating

Excellent Introduction in depth

Larry Schunk

Very good course for preparing to use Productive Computing Quickbooks Connector.

Very good course for preparing to use Productive Computing Quickbooks Connector.

Read Less
  • $199.00 / year

    $199.00 / yearEntire University Bundle

    Gain access to all PCU courses with a subscription to the bundle.
    Buy Now

FAQ

Frequently Asked Questions

  • Do I really need to take this course to learn how to use the FM Books Connector plug-in?

    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.

  • I already know how to use the FM Books Connector, why would I be interested in this course?

    ​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.

  • I just started with FileMaker, will I succeed with 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.

  • Do I need to purchase the FM Books Connector plug-in prior to joining 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.

  • Will this course have updates?

    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).

  • Why is this course a yearly subscription instead of a one-time fee for life?

    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.​

  • If I get stuck while trying to do my own integration for my company or for a customer, will there be free help provided?

    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.​

  • I like to develop using a Mac, but I understand the plug-in on works only on Windows?

    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.

Prerequisites

  1. You have a working copy of FileMaker 16 or higher.

  2. You are using a compatible Windows computer

  3. Installation of the FM Books Connector Plug-in for QuickBooks desktop.

  4. You have at least an intermediate knowledge of FileMaker to the point you can create fields, layouts, relationships, portals, calculations, and scripts. Much of this course will have us building files, scripts layouts, and such from scratch but those parts where we build FileMaker schema will go by quickly. In other words, this course will not show you how to use FileMaker but rather how to take what you already know about FileMaker and apply that to using the FM Books Connector plug-in and making connections to QuickBooks Desktop. There are many online courses available to learn FileMaker if you need to learn that first.

  5. You have access to QuickBooks for Desktop in one of the following flavors: QuickBooks Pro, Premier/Accountant, Enterprise 2018 or higher. The course uses QuickBooks Premier 2018 and QuickBooks Enterprise 2020.

  6. Basic knowledge of QuickBooks and/or accounting is helpful but NOT required to have success with this course. We have chapters set up to show you the basics of QuickBooks - certainly enough to get you started and to do successful integrations. Since every integration will likely be unique, the exact specifications of how you'll be making the connections between FileMaker and QuickBooks will be something you and the users will be deciding ahead of time.

Your Instructor

President/CEO/Founder Productive Computing, Inc.

Marc Larochelle

Starting in 1991, Marc worked for the National Association of Music Merchants (NAMM) for 5 years and built the trade show database in FileMaker which tracked 1000 exhibitors and 12 football fields worth of exhibit space. NAMM is one of the world’s largest trade shows and FileMaker was keeping track of everything. While at NAMM, Marc taught computer classes at night helping users with their Macintosh, MS Word, Excel, etc. In addition, he taught music/multimedia classes at local community colleges. Marc Larochelle and his brother Keith started Productive Computing, Inc. (PCI) in 1996. The company now in its twenty-second year, serves customers who use FileMaker and QuickBooks in the areas of custom development, solutions, plug-ins, hosting and licensing. Marc is certified in FileMaker versions 7 through 18 and he also holds a certification in AWS (Amazon Web Services). Marc has been to 19 FileMaker DevCons (18 as an exhibitor) and is considered a prime influencer within the FileMaker community. 

Become an FM Books Connector Expert

Master the advanced stills to properly integrate FileMaker with QuickBooks Desktop.