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 that our FM Books Connector Online Edition plug-in was the best choice. We felt the customer profile for this plug-in was a good fit. Given the fact that QuickBooks Online users are already hosting their QuickBooks files in the cloud, they may be more likely to host their FileMaker solution in the cloud, as well.
With the FMC compatible version of the FM Books Connector Online Edition plug-in clients can now host their FileMaker solutions in the cloud, giving their staff access to pertinent customer information and the ability to push and pull customers, invoices, and other transaction information from anywhere and on any device.
What is the difference between a single user (client-side) and server-side plug-in?
A client-side plug-in needs to be installed on a user’s computer for them to run any push and pull scripts between FileMaker and QuickBooks. If you plan on having multiple users, integrating with a client-side plug-in requires that you purchase multiple users and install the plug-in on multiple computers. Additionally, users will only be able to push or pull data between FileMaker and QuickBooks when running the solution in FileMaker Pro. With a client-side plug-in, there is no ability to update records or communicate with QuickBooks when using FileMaker Go or WebDirect.
Installing a server-side plug-in on your server allows unlimited users (per server) to push and pull data between FileMaker and QuickBooks. By utilizing the server-side plug-in to handle the processing, users on FileMaker Pro, iPad and iPhone (via FileMaker Go), and WebDirect have the ability to push and pull data between FileMaker and QuickBooks Online without having to install a client-side plug-in.
Why FileMaker Cloud?
It is important that your solution is as mobile as your workforce. FileMaker Cloud runs on the Amazon Web Services (AWS) platform and is considered to be an affordable and easily scalable hosting option for FileMaker users.
If you are interested in hosting your solution, but are unfamiliar with AWS, we offer setup and consultation services that cover the initial setup of your FileMaker Cloud account on AWS. This service can also include training if you intend to manage the server yourself. For those not interested in managing their FileMaker Cloud account, we offer monthly managed services that include all labor associated with maintaining your server – so you can be as hands on or hands off as you want.
Why Integrate FileMaker with QuickBooks?
Does your sales team spend time filling out orders that your accountant then has to spend additional time re-typing into QuickBooks to create an invoice? With a FileMaker and QuickBooks integration, your sales team can create an order in FileMaker and push it to QuickBooks, where it is automatically turned into an invoice.
In your office, is your bookkeeper the only person with access to customer data in QuickBooks? If this is the case, something as simple as following up on a recent payment or invoice balance can require a call or email from a sales team member to the accounting department and then a subsequent QuickBooks search and a return call or email from accounting with the answer. This workflow not only interrupts and distracts your team, it causes delays when a sales team member is trying to follow up with a client.
A potential workaround would be for the accountant to send out weekly or monthly spreadsheets with all clients and corresponding outstanding balances. However, these spreadsheets take time to create and become out of date and inaccurate the moment a new payment is received.
Another workaround to this situation is buying multiple QuickBooks licenses and giving your sales team access to QuickBooks, but that can result in too many people accessing your sensitive QuickBooks file.
Integrating FileMaker and QuickBooks can solve these issues and help avoid workarounds, giving your sales team access to customer balances and payment information directly in FileMaker – ensuring the information is always readily available and up-to-date.