The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box. It can connect to QuickBooks Desktop or Online.
Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date
It also has the ability to set flags on customer or invoice records to notify the user that something has been updated
When it comes to hosting your FileMaker solution, there are a lot of options out there. You can host it yourself onsite, you can host with a service, or you can explore FileMaker Cloud. Let’s assume that you’ve decided the hassle and costs associated with hosting your solution yourself are too prohibitive and you’ve decided to host with a service.
Now you’re looking at plans. There is shared hosting and dedicated hosting and concierge services for FileMaker Cloud (not discussed in this blog, bu
Earlier in the year our CEO, Marc, did a webinar for the Blue Feather Group/ Atlanta FileMaker Dev Group all about integrating FileMaker and QuickBooks – but before we get into that, let’s talk a bit about why Marc spoke on this topic.
Here at Productive Computing we have made it our business to know all there is about QuickBooks and FileMaker integrations and to offer our clients an array of products and services to help them get up and running with an integration.
We offer:
– The FM Books
With the advent of FileMaker Cloud (FMC), we took a close look at our list of plug-ins and selected the one we felt was the best candidate for Linux compatibility. As any business owner knows – most business decisions come down to time and resources. We knew making a plug-in Linux compatible was not necessarily going to be a small investment on the part of our plug-in developer’s time and talent.
We needed to choose the plug-in that we felt would be most attractive to FMC users and we decided t
As some of you may remember, a while back we offered three Outlook Integration plug-ins: SendMail, Outlook Manipulator, and Exchange Manipulator – all were sold at three different price points and offered a variety of different functionality.
In November 2015, we made the decision to simplify our Outlook Integration offerings and combined the functionality of the three plug-ins into one, which is our current Outlook Manipulator plug-in. Outlook Manipulator v7 can push and pull data between Fil
With the holidays right around the corner, Devon 2017 feels like a long time ago. If you are missing that exciting buzz experienced at DevCon, we invite you to take a listen to FileMaker Talk’s podcast from DevCon – “ Live at DevCon in Phoenix 2017” .
You need to open it up in iTunes, but it will certainly transport you right back to Phoenix (lazy river and 99-degree weather not included).
The podcast starts out with Matt Navarre interviewing Jesse Barnum from 360Works. J
Does your team need to send emails from Claris FileMaker? There are three methods you can use to send emails from FileMaker. Some are free and simple, while more advanced options require paid third-party products.
Let’s dive into the best ways to send plain text emails, format HTML, and send HTML emails through FileMaker.
Sending a plain text email from FileMaker
The good news is that, if you want to send very basic plain text emails from FileMaker, it’s easy for a developer to s
Richard Carlton (Richard Carlton Consulting) recently did a video with our CEO, Marc, and our plug-in developer, Chris, discussing our sleeper plug-in, the Biometric Fingerprint Reader.
Released in 2011, this plug-in connects your FileMaker solution to the U.are.U fingerprint reader, enabling your solution to scan fingerprints for fast identification and secure verification. We don’t talk about this plug-in very much nor do we spend a lot of time marketing it, but it’s a well-designed, tried an
FM Credit Card v1 was first released in April of 2011 and discontinued in August of 2015. After increased interest from clients, we decided to bring the plug-in back to life, bigger and better than ever, and released v2 in September of 2017.
If you are a v1 client, you might be wondering, what’s so great about v2? Well, this blog will answer that for you. Here are seven good reasons to upgrade to FM Credit Card version 2.
Don’t feel like reading? Check out this quick video from our CEO, Marc
macOS High Sierra was released on September 25 and we worked diligently to test and update each of our plug-ins to confirm compatibility with the new OS. If you have updated to High Sierra make sure you download an updated plug-in.
Each plug-in comes with an updated demo file and many plug-ins feature new functionality, updated documentation, and bug fixes.
Plug-ins: FM Books Connector Online v2.0.3.1: Available for client or server-side deployment and compatible with FileMaker Cloud, the FM
Great news! FileMaker 2024 has arrived, bringing with it a host of exciting new features! From advanced AI integration to the “Open Quickly” feature, this release is all about making your development process smoother and more efficient. Script enhancements and improved JSON handling also are featured.
Watch our video to explore the latest enhancements and tools that will revolutionize your development workflow.
This blog post provides a summary of the topics discussed in the v
Our CEO, Marc, recently wrote a blog for Elusive Moose asking the question “Do musicians make the best developers?” and exploring the correlation between developers and musical talent/ inclination. Is there a link there? If so, why?
If you are looking for a fun and quick read, check it out at: https://elusivemoose.com/2017/10/musicians-make-best-developers/
View the full article
Are you new to FileMaker Pro or Claris Pro? Have you been asked to work in a custom solution but get stumped by the Claris and FileMaker terminology? And you may even be wondering “what is a solution”? If you do a search for “FileMaker glossary,” you will find a lot of information geared toward FileMaker developers and you may end up more confused. This blog is for you, a non-developer, — someone using FileMaker Pro or Claris Pro systems in your daily activities.
Having the right names for
As a business owner, communication with your customers and your employees is key. While FileMaker has long supported sending plain text emails, many businesses find that more immediate communication is critical to their workflow.
These include:
Alerting a customer that their order is ready for pick-up once a job is marked “complete.” Sending photographs of equipment condition at the end of the workday. Confirming availability with an employee to staff an upcoming event.
Now that F
If you are interested in integrating your FileMaker solution with Microsoft Exchange or Outlook and you have taken a peek at our site, you have probably seen that we offer a plug-in for each. To further muddy the issue – you’ve probably noticed that the Outlook Manipulator works within the Exchange Environment.
So which plug-in is right for your integration- Outlook Manipulator or Exchange Manipulator SE?
We have a comparison chart you can reference if you have feature specific questions, suc
From coffee shops to flyers to the workplace, QR codes are everywhere. But how long have QR codes been around, and why are they better than their predecessor, the barcode?
Let’s dive into the history of QR codes, as well as how businesses can quickly generate QR codes using a simple FileMaker setup.
Use our sample file to connect
The history of the QR code
The barcode was originally patented in 1951, so we’ve been using barcodes for decades. However, in
We recently assisted a customer integrate BigCommerce with their Core4 CRM FileMaker solution.
BigCommerce is an online platform that helps businesses build an e-commerce presence. The platform allows customers to build and customize their site, take orders, and manage shipping.
Our client sells restoration parts for the MOPAR auto industry and they recently upgraded to FileMaker 16. We were asked to write a routine to help them better integrate BigCommerce with their elaborate FileMaker sol
Big News! Well, if you’re a QuickBooks user or thinking of getting started with QuickBooks then this is big news! We are officially an authorized Intuit Reseller – meaning we can save you money on your QuickBooks licensing.
We pursued becoming an Intuit authorized reseller because we wanted to make it even easier for our clients to get up and running with their FileMaker and QuickBooks integrations; our aim was to create a one-stop shop for the convenience of our clients. Now you can purchase
Your business depends on your Claris FileMaker solution. But if you are hosting FileMaker locally (on server hardware in your home or office), you are putting that critical piece of your business infrastructure at unnecessary risk – and making more work for yourself and your team.
Making the investment in offsite Claris FileMaker hosting, with a company like Productive Computing (PCI), is ultimately a safer, more secure, and more efficient option for your data.
See our hosting options
Did you see our course, Mastering FileMaker Server? Productive Computing University revamped its FileMaker SSL course to address much more than installing SSL certificates in FileMaker Server.
Installing SSL certificates on FileMaker Server was no picnic back in the day, and thanks to recent updates, a 2-3 hour course solely providing instructions on SSL certificates may no longer be necessary. Now that it’s easier to install SSLs with FileMaker Server, PCU updated the course with an expanded l
Your business has grown and evolved over the years, and your Claris FileMaker database has been keeping pace with you the entire time. Unlike other applications, this solution you built does everything you need, it fits your business rules, rather than forcing you to adapt your workflows to an off-the-shelf application.
You built it yourself way back when by grabbing a QuickStart guide, locked yourself in your office, started by hammering out a few tables, a few layouts, and a couple of scri
If you have done any development work in Claris FileMaker or worked with APIs, you may have heard references to JSON but not been aware of how to use JSON with Claris FileMaker.
JSON, which stands for JavaScript Object Notation, is the universal standard for moving data between two systems, especially via APIs. Essentially, it is a format of JavaScript but is NOT limited to JavaScript. It is plain text formatted with characters and symbols that identify and describe that text.
An understandi
Watch our video to look at a new feature in FileMaker 2024: WebRTC (Web Real-Time Communications).
WebRTC brings real-time video and chat capabilities directly into your FileMaker solutions. This opens up a world of opportunity in your FileMaker solutions. In this one focused example, we demonstrate how you can embed a Zoom meeting within a FileMaker web viewer, showcasing the enhanced functionality and seamless integration. Zoom is but one example of an application that requires the advance
There’s a reason why Google owns over 92% of the search engine market: it’s quick, dynamic, and helps users find the information they need. It even suggests and refines searches depending on what you type into the search bar.
Users have come to expect this kind of efficiency, but if you’re looking for this functionality in FileMaker, it can be tough to set up on your own. However, with the right approach, you can make FileMaker searches easier for both your developers and users.
Curious abou
Data moves our world. Tools like barcodes make it possible to transmit this essential data much more quickly. Thanks to the latest versions of Claris FileMaker, it’s possible for your organization to not only process barcodes, but to also:
Generate barcodes.
Store and retrieve information.
Scan barcodes in the field with the FileMaker Go app.
Let’s dig into how barcodes can improve your organization and how FileMaker’s built-in barcode add-on makes everything simpler.
