FM Books Connector

I have a query which pulls down a sales order which has existing line items. After the order is processed, I'd like to add a new line item to the order. (ex: adding the shipping cost) I seem to have wrongly assumed I can use SalesOrderMod and then SalesOrderLineMod without a TxnID to add a new line. It seems SalesOrderAdd would be wrong since the SalesOrder already exists. Can anyone help with proper syntax?

The Attached error message suddenly Started Occurring on a clients install of FM Books Connector, has been stable for over a year. Any suggestions on what to do. Have had them Quit both FM and QB, and Restart the VM it is running on.

Hi, I'm working on a script to send CreditCard Charges into QuickBooks and want to make sure I have the correct item for some of the items listed by the development kit website. In the screen shot below please confirm the following: The first AccountRef/ListtID: Is this the ListID for the actual charge card used? PayeeEntityRef/ListID: Is this the Vendor ListID? TxnDate: Transaction date? RefNumer, Memo, ExchangeRate, ExternalGUID are optional and only used when required? ExpenseLineAdd/AccountRef/ListID: Is this the same as line 1 above? ExpenseLineAdd/CustomerRef/ListID: Thanks very much for the assistance…

Hi, I'm working on a set of scripts to import credit card receipts into QuickBooks. For this I need a vendor record in QuickBooks. So the question is will VendorAdd work with just the fields "Name" and "CompanyName"? Thanks

Hi, Does anyone know what error code 4101 means? It just started happening when I try to push an invoice to QuickBooks Desktop using the FM Books Connector plugin v12.0.0.2 (64 bit). The script was pushing invoices fine yesterday. The error messages appear when initiating a new request and also when adding related record requests (for the invoice lines). The plugin step returns the result 0, as does FMPA 18 if I do a Get ( LastError ), so neither FMPA nor the plugin seem to think there's an error. Also, I'm seeing a progress bar I've never seen before (see below). It displays for about 20 seconds. I never saw that before today. This is on Windows 10, Q…

Hello, I am just looking at some old code that I wrote to integrate QB with Filemaker using the productive computing plug-in. I have had to re-install everything and I seem to remember that I had to add a new inventory item type to Quickbooks so that I can set up the clients product catalogue. However, I have looked in Quickbooks under items but I can't recall what it is I need to do. can someone help me pls ? thanks Kaps

I'm working on setting up my scripts to handle multiple files. I would like the script to check and see if a user already has the file open in the QuickBooks app on the computer. Would the Function PCQB_GetFileName work for this? If it returns a file name then the Application is open and if not then I can proceed with my scripts? Is there a better way to do this? Thanks Bruce Herbach

Hi, The project I'm currently working on is planning to switch to using multiple companies/QuickBooks Files from using a single QuickBooks files. When I started the project, I used/modified the scripts that came in the example file. All of the scripts have a set of PCQB_BeginSession and PCQB_EndSession commands. So the question is can I open the file once at the beginning of a loop and then close it at the end of the loop? Each script in the loop works with a different section of QuickBooks, ( Customers, Invoices, Vendor... ) either creating new records or modifying existing. Thanks for the help. Bruce Herbach Herbach Consulting

I'm having trouble with pushing a receipt from FileMaker (Trayse Inventory) to QuickBooks where the receipt line quantity might be less than the order line quantity. If the receipt line quantities were always the same as the order line quantities, then I could use the LinkToTxnID in the header data: # header data PCQB_RqNew [ Select; Results: $rqNew_itemReceiptAdd; Request Type: "ItemReceiptAdd" ] PCQB_RqAddFieldWithValue [ Select; Results: $rqAddFieldWithValue; QB Field Name: "VendorRef::ListID" ; Field Value: $vendorQbListID ] PCQB_RqAddFieldWithValue [ Select; Results: $rqAddFieldWithValue; QB Field Name: "TxnDate" ; Field Value: RECEIPT::receiveDate…

I am trying to transfer a Subtotal line of an Invoice from FM to QuickBooks using the FM Book Connector. What I pass is just the Line Item and the Description using the "InvoiceLineAdd" as I am expecting QuickBooks to automatically calculate the value of the Subtotal. But I get an error Code 3040 as per file attached. Any clue on how to deal with Subtotals? Thanks Michele Annoni

The image below show two sets of data I want to pull out of QuickBooks using the plugin. The lower section Parts is pulled using a BillQuery. The question is what do I use to pull the inventory items? My first guess at this is ItemInventoryQuery. Is this correct? Thanks very much for the help. Bruce Herbach

This is actually two related questions. First, I want to pull the list of Sales tax item from QuickBooks so that I can send the appropriate tax ListID when I send an invoice. In QuickBooks if I open the "Lists" menu and select "item List" then enter "tax" in the "look For" field I get a list that includes the Sales Tax Items. The display has a "Type" field that show "Sales Tax Item". When looking at the "ItemNonInventoryQuery" in the QuickBooks SDK I don't see any way to filter or select by type. Is there a way to pull these records with out pulling the entire list? Second questions: When an Customer Invoice is created in QuickBooks, we have a "Pr…

Hi, I'm working on a script to send Client invoices to QuickBooks. In the Demo file the example script is named "Push Invoice to QB(FM16)" The big difference in the scripting appears to be the PCQB_RqAddFieldWithValue script steps. In the non (FM16) scripts these are done in a set variable script step. For most of these the $$Result variable is ignored. In the (FM16) scripts the PCQB_RqAddFieldWithValue is on it's own and not part of a set variable script step. So is the main difference between the example scripts due to an update to the PCQB_RqAddFieldWithValue and other functions so that they return an error code that can be checked? Thanks Bruc…

I am working on a FileMaker solution that needs to pull data from Quickbooks (likely a couple of times per day, using FM Books Desktop), compare the QB data against corresponding FileMaker data and then perform various actions depending on the results of the comparison. Normally for this kind of thing I would set up a script schedule on the FileMaker server, but I don't believe that is a possibility with the FM Books connector for Quickbooks Desktop. I would also love to avoid setting up a robot/pseudo-server machine for this single use. The only other idea I've had is to pull the data from QB whenever the FM solution opens or when users start specific tasks (skipping the…

I have a script that updates a Customer record ( CustomerMod ) The ParentRef:ListID is a link to the billing customer record. When the CustomerAdd script is run we can set this value. When the CustomerMod script is run I get this error message: "Update QB Project Customer Record | 360 Cherry | Flower ie0321 P-002846.01 | Result = !!ERROR!!||CODE: 3170||SEVERITY: Error||MESSAGE: There was an error when modifying a Customers list, element "8000135E-1620862569". QuickBooks error message: Unknown Error" If I disable the line "PCQB_RqAddFieldWithValue( "ParentRef::ListID" ; PRJ_ClientBilling::QB_ListID )" all of the other updates are set with out an error. …

Existing solution pushing invoices with no sales tax has worked. Now need to push sales tax on some invoices. I've set up an area where we can pull the Sales Tax Groups and get the IDs. Users then select from these groups for projects and invoices. So, I have the QB List ID as well as the Full Name. I've tried following the example in the demo to set the sales tax by both name and List ID. This is the step from the demo. I'm just filling in the related value I have rather than the global field noted below. PCQB_RqAddFieldWithValue( "ItemSalesTaxRef::FullName"; Main::gPush_Invoice CustomerSalesTaxCodeRefFullName) I've got this for both the Invoice as a whole and …

Can someone please steer me in the right direction for getting the current available credits balance of a customer? I have Credit Memos and Invoices being created in QB Desktop via the plugin and the next step is to apply any balance of available credits or partial payments to an invoice when generating it. I think I figured out how to do that but after looking at Intuits Developers API documentation online I'm not sure how to just request a balance. Is the General Summary Report query where I need to start? Thanks in advance! -Kent

I have a setup that scans in Vendor invoices and sends them into QuickBooks as a BillAddRq, PCQB_RqNew("BillAdd" ; "" ). We received one of these vendor invoices with a negative amount/refund. This of course errors out because QuickBooks is expecting a positive amount. Is the correct PCQB_RqNew value "VendorCreditAdd"? Thanks

The Project I am working would like to Archive some of the Customer so in short make the field IsActive = false. The description of this field is: IsActive If IsActive is true, this object is currently enabled for use by QuickBooks. The default value is true. Does the phrase "currently enabled for use by QuickBooks" mean that this field can only be changed in QuickBooks and not script step? Thanks Bruce Herbach

I have a solution that creates invoices in QB Desktop Pro 2017 using FileMaker 19 on Win 10. When I try to assign 1 particular sales rep to that invoice I get Error 3120 when the PCQB_RqExecute step is called. The error explanation is that it's an invalid argument and that the specified record does not exist in the list. The ListID I'm using for the sales rep is from a query to get all the Sales Reps' List IDs. I get List IDs for the 3 sales reps when I do this query. Two of them work as expected when I send their sales rep List IDs as part of the InvoiceAdd process, but one of them is problematic and always results in error 3120. I've compared the ListID I get back …

Hello Everyone! Been using the plugin for a while now and recently just had to update the FMPA client version to 18, meaning the bridge file needs to be utilized to have them talk. Here's some detail: Windows 2012 Server Quickbooks Enterprise Desktop 2019 FileMaker Pro Advanced 18 Fmbooks connector 12.0.0.0.5 Users accessing FM + QB via RemoteApp What we did: Removed all previous plugin files from both Program Files and each active User's AppData Cleared Certificates from Quickbooks and from User>AppData>Local>PCINC>FMBCONNECT Installed new plugin version. Selected "For Everyone on this computer". Kept the default location as …

Hope someone can give me a hand. Any Idea why in a PCQB_RqNew("SalesOrderAdd" ; "" ) this would cause the following error: PCQB_RqAddFieldWithValue( "BillAddress::Addr1"; FM_Order::Billing_street_1 ) It shows in the QuickBooks IDN as an option almost identical to how it shows for CustomerAdd but for some reason is not working in SalesOrderADD.

In the PCQB_Demo File, when I click the "Get Customer" button, it will only pull a portion of the customers with the letter A of the first name. It will not pull the whole list of customers. Is this an easy fix? I pull customers so that I can get the QB Id number instead of having to push the customer from FileMaker Pro and creating a duplicate customer or getting an error that I can not push that customer because it already exists. I just use it to capture the QB id number. I have the FM Books Connector plug in installed, I have the license number registered, and I have tested the connection.

I'm trying to add a sales rep to an invoice when I push an invoice to QB Desktop, but it keeps failing validation (error -1000) when I try to add the Sales Rep's ListID, the Sales Rep's FullName, SalesRepEntityRef value, etc. to the field "SalesRepRef". To be clear, I've tried all the different values to see if any work. I'm not trying to set them all at the same time. 🙃 Any ideas if I'm using incorrect values, i.e., values it's not expecting, or I'm trying to set the wrong QB field, or is this something that's just not possible? Thanks in advance! -Kent

Hello, I have recently started getting the error:- CODE: 3120 SEVERITY: Error MESSAGE: Object "8000029F-1574336766" specified in the request cannot be found. QuickBooks error message: Invalid argument. The specified record does not exist in the list. when I push invoice line items from QB to FM. I am using FM18. can somebody explain I am going wrong ? thanks Kaps

I am so stumped. I am trying to test ItemInventoryQuery to see if a Part Number is already in QB; If not then I will add it. I've tried to do a simple query on ItemInventoryQuery using a multitude of options (all // out in the attached clip) and it always returns !!ERROR!!. What do I need to do to find out if an Item is already in Inventory? Many thanks, Joe Set Variable [ $QB_PART_NUMBER; Value:AWI_Line_Items to Invoice::Line Item Part Number & AWI_Line_Items to Invoice::Line Item Part Option ] # Check (Query) if this item already exists or is going to be an ADD PCQB_RqNew [ Select: On; Results: $$PCQB_RESULTS; Request Type: "ItemInvent…

In moving from a development QuickBooks File to a Production, I am ending up with one QuickBooks Customer I can't update. I have confirmed that the QuickBooks ID is correct and attempted an updated several times. My script gets the error message below. Update QB Customer| Barbara Ostrom Associates | Result = !!ERROR!!||CODE: 3170||SEVERITY: Error||MESSAGE: There was an error when modifying a Customers list, element "80000F53-1543807579". QuickBooks error message: Cannot merge list elements. Until now, I have not seen this message. Any suggestion as to what to look at and or update to resolve this would be greatly appreciated. Regards Bruce Herbac…

I'm working on scripting add and modify TimeTracking for a client. The issue is that I am getting a lot of errors that look like: CODE: 3200 SEVERITY: Error MESSAGE: The provided edit sequence "1607267988" is out-of-date. The issue is that the edit sequence is/should be correct. When modifying a record I run a script that gets the current Edit sequence for the record then run the modification/update. This seems to be an issue with TimeTracking. I use the same setup for other areas including Clients and Vendors. With the other areas, this appears to work 100% of the time. I have a section of the script that actually pulls into FileMaker all of …

Hi everybody. I am struggling to pull info from a related parent records, for fields that are not ListIDs or FullNames. For example i am interested in grabbing the accountNumber for an inventory (itemInvetory) Record. I am able to grab the FullName and ListID of the related(parent) account using PCQB_RsGetFirstFieldValue("IncomeAccountRef::IncomeAccountRefAccount::ListID"), but i cannot make it work for other fields from that parent table. What am i doing wrong here? i would like to not have matching tables for these cases, and just be able to pull the info directly in the call. I also looked at the xml response and the info is not in it, so i assume something…

Can payments that have been made to a specific invoice in Filemaker be pushed into QB?

I'm working on pulling Employee information from Quickbooks into FileMaker. I have most of the query working. I'm trying to get the information for PayrollItemWageRef::FullName and rate. The image below shows the information from SDK. What should the syntax be for PCQB_rsGetFirstFieldValue? Assistance with this would be greatly appreciated. Thanks Bruce Herbach

I have a script that updates a Vendor record in QuickBooks Enterprise Solutions: Contractor 20.0. When I developed the script I believe that they were on version 19. I was doing some work on this yesterday and noticed that the update is now getting a 3190 Error. Meaning: Cannot clear required Element Explanation: Cannot clear the element in the fieldName field. The script either re-writes the current value or updates the value in the VendorMod::Name field. This was working. The script step is PCQB_RqAddFieldWithValue( "Name" ; Vendor::VendorName ). Should I be able to update this field? This is not a show stopper. We can edit the field if required…

Hi All, In my application, I process credit card payments and post them to QB under CC Deposit account. I use "ReceivePaymentAdd" SDK aggregate to push these payments to QB. i.e. I charge a client cc for $100.00 in my application and this breaks down to $97.00 paid to us and $3.00 cc card processing fee charged by Stripe. Currently, I post the invoice with its line items for $100.00 and a payment associated to it for $100.00. I need to find a way to post this $3.00 fees to QB as an expense using SDK. So, it would add an invoice for $100.00 a payment for $100.00 (In accounts receivable) and a cc processing fee for -$3.00 (In CC Fees Expe…

As of this morning the links to Intuits SDK have failed to connect. I was using it yesterday. http://developer-static.intuit.com/qbSDK-current/Common/newOSR/index.htmls Is there a new link for this?

Windows 10, QuickBooks Desktop Pro 2019, QB connector 12.0.0.2 I have been working with the Connector for the past 2 years and it always worked fine. Few days ago the script "Begin Session" that checks if the connection with QuickBooks is on started getting stuck indefinitely at the "PCQB_BeginSession" instruction. I then tried the original PCQB Demo file from Productive Computing but with same result. I tried to install again the Connector but nothing changes. My same application on another PC with the Connector installed is working perfectly so the problem is with my PC. Does anyone has a clue what could be the cause of this? Thx, Mikki

For the project I'm working on, I want to be able to have FileMaker generate a client invoice based on hours staff have worked. Currently they enter the hours and project into Quick Books directly on the Enter Time/Use Weekly time sheets screen. Then export a spread sheet, tweek it and copy paste into the invoice they send to their client. I would like to be able to use the Customer/Job and date range to pull this information from Quickbooks. So the question is in the QuickBooks SDK, which Query do I use to pull this information? Thanks Bruce

The project I'm working on will be running on the computer with QuickBooks installed. I believe that office staff may have access to the Quickbook data file from other computers in the office where they enter data. FileMaker with the plugin will be running on the quickbooks computer and periodically looping through a set of tables and adding or modifying data in quickbooks. With this in mind, what should the set up be for the QuickBooks connection? Ideally staff will be able to their work while FileMaker is doing it's work. In some cases, staff and FileMaker will be looking at the same information. This will include Customers, Vendors, Vendor bills in others Fi…

I'm still very new to using the Productive Computing QuickBooks Plugin. My client has been using both FileMaker and QuickBooks for a long time. Until now they have been disconnected. I'm finding that for both Customers and Vendors, we have records in both that should match. The issue is that one will have Harry Brown Brothers while the other has Harry Brown Brothers, Inc. I have a scripts that will pull information from QuickBooks based on the FullName field but it only works if there is an exact match. So in this case if Harry Brown Brothers is in FileMaker and I run the script I get an error the QuickBooks can't find the record. So short version of the qu…

I'm setting up a script to add a Bill to QuickBooks using the SDK BillAdd. In the script it loops through and adds line items using SDK item from ItemLineAdd. In QuickBooks when I display a bill the client has a field labled Customer:Job You can see it in the attached jpg. I am able to fill in the other fields in the ItemLineAdd and have them display correctly when adding a bill. I don't see any way to to fill in this field from the fields listed in the SDK section for BillAdd/ItemLineAdd. There is a CustomerRef section with fields for ListID and FullName. I am expecting to add one or more PCQB_RqAddFieldWithValue steps to the loop section of the script tha…

I'm new to working with the Productive Computing QuickBooks Connector. I'm trying to add a ItemNonInventoryAdd item. It appears that when pushing this item to QuickBooks from FileMaker (18) an ExternalGUID field is required. Current records in QuickBooks, created in QuickBooks this field is empty. The field fails validation and gives me the following message: SEVERITY: failed validation MESSAGE: Error at ExternalGUID Reason: '123456789abc' violates pattern constraint of '0|(\{[0-9a-fA-F]{8}(\-([0-9a-fA-F]{4})){3}\-[0-9a-fA-F]{12}\})'. Parsing regular expressions is not my strong suit. I have tried a number of different values for this field. Using …

Hello, I am trying to add a non inventory item to QB but can't seem to get it to work. Below is my screenshot. Thank you.

We have been using FM Books Connector for years without a hitch. Recently we Upgraded to Quickbooks Enterprise 2019, FM Books Connector v12, and FileMaker Pro Advanced 18 32bit. Every once in a while when we push to Quickbooks from Filemaker the invoice line items are showing blank in Quickbooks. We get the customer info in Quickbooks, and it sends back an invoice number to FileMaker. It only does this every now and again, so I know my scripts are working, nothing has changed with the scripts in a long time. We are running on Windows 10 Pro.

Does anyone have a sample file on how to push a Purchase Order? I am able to to populate the main portion of the PO but can only get it to add a single PO line item without an error. I am sure if I had a sample file I could reverse engineer what I am doing wrong. I am sure that I am not setting up the related record correctly or I am using the wrong nomenclature on the OSR (I find the OSR to be lacking in the type of specificity that I would like, particularly when trying to push data). Any help would be appreciated.

I am trying to push half a dozen additional contacts I all seems well except only the first 2 go over. One gets set to the "Primary Contact" in QB, the next gets set to Secondary Contact" in QB. It appears that there can be a 3rd value called "Additional Contact". I have looked through the OSR but I don't see anything within the CustomerAdd section that would apply to how to set this attribute (or ecevn what the attribute is called). Due to the fact that my looping is working to create these first two contacts, and per the OSR there can be an unlimited number of contacts, I was just presuming these get set in the order that they were entered. But my script will only …

I have recently attempted to upgrade from version 9 to version 11 of FM Books Connector but I cannot successfully registerer the plug-in - I am getting Error 1550, as detailed here: https://help.productivecomputing.com/help/installation-error-1550 I have followed the advice to install, and then un-uninstall and re-install, the Visual C++ 2008 redistributable package, Visual C++ 2013 redistributable package and .NET Framework but this has not solved the problem. I am also being repeatedly asked to install the QB Bridge despite doing so. What further steps can I take to make this plug-in work? Its a Windows 10 Professional machine. v9 was working fine.

Hi there, I am trying to query custom fields in invoice line items and am having trouble getting the LineItem DataExt object in the response. I pass OwnerID as 0 in the InvoiceQuery Request but i don't get any DataExt objects in the response at all (when i check the XML Response text). Is there something else i need to add to the Request? The fields i'm trying to get are "% Complete" and "% This Billing" -- custom Line Item fields See below script! Set Variable [ $QBListID; Value:PROJECTS_MainMenu::QBListID ] Set Variable [ $result; Value:PCQB_RqNew( "InvoiceQuery"; "" ) ] Set Variable [ $result; Value:PCQB_RqAddFieldWithValue( "EntityFi…

Hello, I'm adding invoices to Quickbooks and I want to be able to control whether an invoice line item is taxable or not. By default it is taxable. The code below allows you to specify items that are non-taxable. PCQB_AddFieldWithReqValue( "SalesTaxCodeRef" ; "value" ) According to the SDK OSR, SalesTaxCodeRef ("value" above) can accept a ListId or FullName. How do I get the ListId , or what would be the FullName for the non-taxable value?

Script Steps for deleting a transaction from QB. PCQB_BeginSession("";"") PCQB_RqNew( "TxnDel" ; "" ) PCQB_RqAddFieldWithValue( "TxnDelType" ; "Bill" ) # Types ARRefundCreditCard, Bill, BillPaymentCheck, BillPaymentCreditCard, BuildAssembly, Charge, Check, CreditCardCharge, CreditCardCredit, CreditMemo, Deposit, Estimate, InventoryAdjustment, Invoice, ItemReceipt, JournalEntry, PurchaseOrder, ReceivePayment, SalesOrder, SalesReceipt, SalesTaxPaymentCheck, TimeTracking, TransferInventory, VehicleMileage, VendorCredit PCQB_RqAddFieldWithValue( "TxnID" ; carr_billing::qb_TxnID ) PCQB_EndSession

Hello All, Major Newbie here, be gentle. Trying to PUSH a check into QB Desktop from FM17 with the following Script, returns error. I'm definitely missing something... all help appreciated.

A client of mine has a single database hosted for 2 separate branches. They are currently accessing a single QuickBooks application remotely from each branch, but are considering having 2 separate QB licenses (1 at each location) to simplify accounting for each branch. Will this be an issue for the FM Books Connector plugin? It seems to me that as long as QB accepts the certificate it should work, but I was wondering if anyone has experience with this type of setup.

Hey folks What's the best way of determining if a bill has had any payments applied to it? I have discovered that you can query the bill and get AmountDue, which I think is the total of the line items. You can also get OpenBalance, which would seem like it's the right field. But, if you have a credit on the account, the open balance is reduced by the credit, even if you haven't actually used the credit to pay the bill. Any thoughts? Thanks

Hey folks Is it possible, after having executed the request and having the results in a variable, to count how many returned records there were? I'm doing this with the online plugin using GetFirstFieldValue and setting the field name to be "CountResult". Is something similar possible with the desktop plugin? Many thanks

FM Books Connector v9.0.1.0 was working fine with FileMaker Pro Advanced ver 13.0.4, after upgrade to FileMaker Pro Advanced 14.0.6 on one computer, plug-in stopped working on upgraded computer. Get Code - 1000, Error 80040418. Other users with FileMaker Pro ver 13.0.4 are still working fine.

Looking for some help in using the FM Books Connector Plugin in a Runtime solution. The Solution runs perfectly in standard Filemkaer pro but would like to move it to a machine without FMPro on it. The Runtime works, but shows the FM connector Demo SplashScreen on start up (I have not tried to use the Runtime with QB yet because I am not convinced the Plugin is registered and working) #1 Where should the files for the runtime solution be located, which directories. There is no FMPro installed on the machine only the runtime version (so C:\Users\<current user>\AppData\Local\FileMaker\Extensions does not exist.) #2 How to install the QB Bridge (…

Hi all, I am trying to modify an existing payment on QB from FM with no luck. Here is part of my script which sets the mode to ADD or MOD based on query ran on payments on QB. So the script would check if the payment exists on QB, then sets the mode to MOD if not sets it to ADD: #Check if payment exists on QB Set Variable [ $$Result; Value:PCQB_RqNew( "ReceivePaymentQuery" ) ] Set Variable [ $$Result; Value:PCQB_RqAddFieldWithValue( "TxnID"; PAYMENTS::_ID_QBTxnID)] Set Variable [ $$Result; Value:PCQB_RqExecute ] Set Variable [ $$Status; Value:PCQB_SGetStatus ] If [ $$Result = 0 ] #Payment exists on QB Set Variable [ $$Result; Value:PCQB_RqNew("ReceivePa…

Hi, I was able to push Invoices to QBs but when trying with Bills .... no way. Here attached is the script I use. Am I missing something? Mikki

Hi all, I have this clients that doesn't exists in QB but It keeps returning below error when I try to add it to QB: CODE: 3100 SEVERITY: Error MESSAGE: The name "Monica Talas" of the list element is already in use. Can any one suggest what am I doing wrong here? So, "Monica Talas" does not exists in QB as a customer, We have a vendor called "Monica Talas AB". When ,my script run a query for "Monica Talas", it cannot find it. Then the script attempts to add it to QB using "PCQB_RqNew("CustomerAdd" ; "" )". After setting up customer's variables and run "PCQB_RqExecute", I receive above error. Here is how I structured mt sc…

Hi, Another issue for me 😀. I wonder if anyone can help: Below is the script I use to add an invoice to QB, It adds the invoice if it is not already in QB with no problems. Now after modifying that invoice in FM,I need to set the mode to MOD and push modified data to QB (Either data of invoice itself or its line items). But, My problem is that I do not have any "EditSequence" for line items. How do I capture "EditSequence" of each line item and store it so I can use them when modifying an invoice line item? #Check if order exists on QB Set Variable [ $$Result; Value:PCQB_RqNew( "InvoiceQuery" ) ] Set Variable [ $$Result; Value:PCQB_RqAddFieldWit…

Hi, I have the customer ListID in FM and wanna make sure that this customer does exist in QB. This is my approach: PCQB_ZQuery("CustomerQueryRs/*/ListID";"Customer";"<ListID>" & $QBCustomerListID & "</ListID>";"") Then I use "PatternCount" to search for the target ID. Can anyone suggest any neater approach?

I think I did this a while ago but forget how to pull LinkedTxns with Invoices. I keep getting an error " no current record". However I know there is a payment because the linked lIne items is for 4670 and BalanceRemainig is 460. I can slo see it in the transaction history in QB. I have a test scrip only pulling one invoice at a time. Anybody have an example fo pulling the LikedTxns? Thnx

I am trialing FM Books connector as we're currently in a FM and QB environment. Our sales team is required to input their quotes/estimates into QB and then once it becomes an actual order they have to repeat that data into FM since currently they aren't talking to each other. This is where FM Books Connector comes in..... I have watched the videos on how to push information from FM to QB and the one in particular about pushing invoicing/customer data. I was successful on pushing an invoice from FM to QB but we do not create invoices until the job has been approved -> completed so i'm looking for a way to just push estimates/quotes. Is this possible to ha…

Anyone know the PaidStatus codes under InvoiceQuery? I do not see any reference on the OSR. Or better yet, when I click on PaidStatus it jus flashes in my browser. I want to pull all invoices that are "open", not fully paid or paid at all. Thanks I found it...... PaidOnly NotPaidOnly From the QBSDK Reference: The PaidStatus filter searches for invoices or bills on the basis of whether their balances are paid or not. If you specify PaidOnly for this filter, QuickBooks returns only those bills or invoices that are completely paid (that is, closed). If you specify NotPaidOnly, QuickBooks returns those bills or invoices that have a…

Hello All! New to quickbooks and FM Books Connector. This may be a QuickBooks issue/question and nothing to do with the plug-in but I thought I'd start here. I have an invoice created in QuickBooks from an invoice in FileMaker. Client's past invoices include subtotals (parts, materials, labor) so they want the same for future invoices generated from FM. In QuickBooks the subtotals are set up in the item list as Type subtotal. I'm having difficulty getting these rows created. I can get all the individual line items created but not the subtotals. Is there a way to create a row on an invoice with the type subtotal or is the way this was set up in QB not proper? …

I have un-checked FM Books Connector in preferences/plugins for all installed FM versions, yet when I create runtimes, the splash screen shows every time the app is run. I don't think my clients see it, but it wastes 30 seconds of my time every time I run the apps. These apps do not use FM Books Connecter. Since I've un-checked the plugin in preferences for all my installed FM versions, what else do I have to do to suppress the splash screen in the runtimes (it doesn't show when running FM Pro or FM Pro Advanced)?

I'm trying to write a script to pull all received payments for a specific customer using the EntityFilter::FullNameWithChildren since the demo file indicates this will pull only the transactions for the specified customer but what I'm getting is all payments received (or at least the first 50 since I left that escape in the loop). I'm using the customer's FullName (as it is used in Quickbooks) set into a variable for the Field Value parameter of the PCQB_ReAddFieldWithValue script step (v 16). So I have 2 questions: Why is the Entity Filter not working? and if what I really would rather do is pull all received payments within a given date range, how do I format the PCQB_…

In order to modify a transaction, you have to provide the transaction ids and edit sequence. If my modification has more expense lines than the original, the documentation says that I just have to pass "-1" as the transaction line to add a new line. What if the QB version of the transaction originally had more expense lines than your modification. Is it possible (and how to) to delete the extra expense lines in a mod request?

QuickBooks receive payment transactions can be added, queried, and deleted. This section describes the effects of sending a ReceivePaymentAdd request object to QuickBooks. Applying a Payment: In a ReceivePaymentAdd object, TotalAmount is optional. TotalAmount represents the total amount of money that is being received from the customer named in the CustomerRef. The reason TotalAmount is not required is that a ReceivePaymentAdd object can be used to set credits or discounts without receiving any payment. You can use either AppliedToTxnAdd or IsAutoApply to distribute the received payment, as described in the following sections. Distributing the Payment …

Pushing a job is identical to pushing a Customer with one exception. You need to add the ParentRef to the request. The "ParentRef::ListID” or "ParentRef::FullName” should be included in the request to add. The request will now be a job instead of a top level customer. In the example above the ListID and FullName refer be the ListID and FullName of the parent or top level customer in QBs. You will need to obtain the existing customer List ID or customer full name from QBs. For further details on ListID and FullName fields, please reference the OSR.

You can query a customer in QuickBooks based on the customer name and obtain the LIST ID by doing the following: PCQB_RqNew ( "CustomerQuery" ) PCQB_RqAddFieldWithValue( "FullName" ; CNTCT::FullName ) The ListID is returned in the response. PCQB_RsOpenFirstRecord PCQB_RsGetFirstFieldValue( "ListID" ) For a detailed list of all available or required fields in a CustomerQuery, please reference the OSR at: https://developer-static.intuit.com/qbSDK-current/Common/newOSR/index.html. You may also want to refer to the Developer's Guide for navigational tips on how to properly use the OSR.

# # This script snippet demonstrates applying a received payment to multiple invoices. # It assumes that the FileMaker solution has a 'join' table between the payment and the invoice(s), and from the # join table the txn id of the invoice is accessible. # PCQB_RqNew( "ReceivePaymentAdd" ) #adding the remainder of the fields left out of this sample in the interest of brevity #ensure to add them in your script. # #now apply this payment to the invoices.. #go to the related records that indicate which invoices the current FM payment is applied to #from these records it will be necessary to have access to the invoice txn id and the amount applied to the …

I'm working on getting QuickBooks' Item Sales Tax groups to pull into filemaker along with it's child records of which itemSalesTaxes belong to the group but I'm so far not having any luck getting my script to work. In addition, I'm wondering if anyone knows the quickbooks rules regarding assigning the sales tax rate to and invoice - the attribute is named as if it's looking for an itemsalestax name or list id rather than a group name or list id and so far, my attempts to just send it a group name in the place of an item tax name has not worked. Has anyone done this who could send a sample script? best regards, Christi

Sometimes scripts that work perfectly well seem to get 'stuck' mid-script. The script appears to still be running, but it isn't doing anything. Is there a way to check mid-script if FMP has lost it's connection to Quickbooks?