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PCIPal

Productive Computing
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About PCIPal

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  • Location
    San Diego County, CA, USA
  • Interests
    QuickBooks Integration, Outlook/Exchange Integration, FileMaker Hosting, FileMaker Plug-ins, FileMaker Custom Development

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  • Website URL
    www.productivecomputing.com

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    Expert
  • FM Application
    16 Advanced

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    Mac
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    All

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  1. PCIPal

    Testing email alerts

    If you click on your Account Name on the top-right and go to Account Settings, you'll see an option for "Notification Settings" on the right. You can manage your notifications there to get notified for any replies to content that you've posted. If you're looking to get notified about new topics in Core4, you can go to the Core4 forums and click on the "Follow" button. Hope this helps! -Francis
  2. PCIPal

    Deleting Found Set of BLANK Company Records

    I went ahead and deleted those records for you. Let me know if everything looks good on your end. -Francis
  3. PCIPal

    Deleting Found Set of BLANK Company Records

    You'll want to do a find for those blank records. Click the "Find" icon and put an equals sign, "=", without the quotes in both the Company and First Name fields to narrow down the found set to Contact records that don't have names or a company linked to it. Once you have a found set, you can verify that the records in that found set are indeed the blank records you would like to clear out from Core4. If that is the case, you can start deleting them using the "Delete Record" button. The "Delete Found Records" option is not available to you as a normal user, but I can go in and delete the found set if you find the individual deletes to be too cumbersome. Please let me know if you'd like me to delete those records for you after confirming that those records are the ones you would like to delete. -Francis
  4. San Diego, CA - June 28, 2018 - Productive Computing, Inc., a Platinum member of the FileMaker® Business Alliance, is proud to announce the release of their newest product, the gManipulator plug-in. The gManipulator plug-in connects FileMaker to Google services, including Mail, Contacts, Calendar, and Tasks and can be deployed locally or as a server-side integration on Mac and Windows operating systems. “We created gManipulator in response to customer requests for a plug-in that could communicate with Google Services. We’re really proud of the robustness and responsiveness of the gManipulator plug-in and pleased to add it to our suite of Mail and Calendar plug-ins for FileMaker. Because every offering in Google services has a separate API, our plug-in team had to work with and integrate five different APIs into this one plug-in, and the result is fantastic.” - Marc Larochelle, Chief Executive Officer, Productive Computing, Inc. The gManipulator plug-in connects FileMaker to Google services and gives a FileMaker solution the ability to: Create, edit, and delete records in Google Contacts, Calendar, Tasks, and Mail Draft, preview, and send plain-text or HTML formatted emails Work with multiple types of Gmail folders - system, category, and custom labels Manage multiple calendar types - Email, Holiday, Contact, and Shared Push and pull events Invite attendees to events Make, update, and assign Google Tasks with reminders and notifications The gManipulator plug-in is available starting at $120 per year for a single user (client side) and $1,000 per year for a server license. The server license comes with a free copy of the single user (client) plug-in to allow for development and authentication with Google. A server license allows for an unlimited number of connections to an unlimited number of Google accounts for a single organization. For more information on the gManipulator plug-in and system requirements visit www.gmanipulator.com or email sales@productivecomputing.com . At the end of July, Productive Computing will be releasing a full, professional training course for this plug-in available at Productive Computing University. *** About Productive Computing, Inc. Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, and on an iOS device. Productive Computing, Inc. offers FileMaker solutions and plug-ins allows developers to integrate with third-party software. In addition, Productive Computing, Inc. is a full-service FileMaker hosting company, offering shared and dedicated hosting plans and FileMaker Cloud services. Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller. Productive Computing, Inc. 950 Boardwalk, Suite 205 San Marcos, CA 92078 www.ProductiveComputing.com sales@productivecomputing.com (760) 510-1200 # # # ---------------------------------------------------
  5. PCIPal

    Pulling Linked Txns

    Hi trebor, When performing your InvoiceQuery, make sure to specify the "IncludeLinkedTxns" property in the query request with a value of "True". Example: Set Variable [ $result ; Value:PCQB_RqAddFieldWithValue( "IncludeLinkedTxns" ; True )] When you execute the query, QuickBooks will gather any transactions linked to the invoice(s) you are querying for, and they will show up in the "LinkedTxn" element in the response. From there, you can iterate over the "LinkedTxn" related records and gather the TxnIDs and their types, and proceed onwards to querying for and pulling down those other transactions with their own individual queries. For example, if you include linked transactions for an invoice, you would get any received payments or credit memos that are applied to that invoice. You could then move onward in a later process and use those transaction IDs to query for the details of each received payment and credit memo that was linked. Thanks! - CT
  6. PCIPal

    Selecting for records that have NO keywords

    Hi Sue, Simply double-click on one of the Keywords field repetitions in the More Info tab and enter in the asterisk (*) character. Then click the "Omit" button next to the Matching Records setting in the toolbar, and perform your Find, and that will find you any records that have blank keywords. Thanks! CT
  7. PCIPal

    PaidStaus codes under InvoiceQuery

    Hi trebor07, You are correct. The "PaidStatus" element for the InvoiceQuery request accepts the following values: "All", "PaidOnly", or "NotPaidOnly". By default, "All" is provided. So if you wanted to query for unpaid or partially-paid invoices, you'd specify a "PaidStatus" of "NotPaidOnly". Let us know if there's something else you have questions about! Thanks!
  8. PCIPal

    Installer

    Hi Tim, Just putting this here for others. The issue at hand is that the plug-in installers are built to install 64-bit plug-ins in addition to 32-bit plug-ins, and those 64-bit plug-ins have 64-bit dependencies, thus the need for a 64-bit installer. When it comes to installing on a 32-bit operating system, the best workaround is to perform a manual installation; using the demo file to install the plug-in via the Install Plug-in script step, after installing the Visual C++ 2013 Redistributable Package for 32-bit, and .NET Framework 4.5, if needed. Thanks! Chris "CT"
  9. PCIPal

    splash screen shows in Runtimes

    That's correct. When the plug-in is installed via the Install Plug-in script step, it gets put into the specific version's Extensions folder (16.0 in this case). Either way, I'm glad it's working for you now! Happy to help! - Chris "CT"
  10. PCIPal

    splash screen shows in Runtimes

    Hi tomp, When the runtime initializes, even if the plug-in is disabled in the preferences for FileMaker Pro, the runtime still will have the plug-in "loaded" for the runtime; runtimes will load from their personal Extensions folder, or also from the common Extensions folders that all FileMaker Pro applications will load plug-ins from. If you want to have the runtime load without a splash screen from the plug-in, since the runtime doesn't use the plug-in's functions, you should move the plug-in file from the common Extensions folder to the Extensions folder belonging to your primary FileMaker Pro program. An example would be to move it from: C:/Users/(user)/AppData/Local/FileMaker/Extensions/PCFMBooksConnector.fmx (or .fmx64) to: C:/Users/(user)/AppData/Local/FileMaker/FileMaker Pro Advanced/16.0/Extensions/PCFMBooksConnector.fmx (or .fmx64) That way, the plug-in will only load for FileMaker Pro 16, and not for any other instance of FileMaker, runtimes included. Once the move is done, the plug-in should only be detectable by FileMaker Pro 16, and the runtime should not see any splash screen. - Chris "CT"
  11. PCIPal

    Subtotals on an Invoice

    Hello, As far as I know, QuickBooks should be able to handle subtotals in a “subtotal for all lines above it” capacity by default. As for a “subtotal by type” situation, I’m not certain if there is a way to do split up those subtotals. I would recommend that you touch base with QuickBooks support to see if there are any special tips and tricks that the QB gurus can offer. -Francis
  12. San Diego, CA - May 3, 2018 - Productive Computing, Inc., a Platinum member of the FileMaker® Business Alliance, is proud to announce it is an authorized provider of remote hosting for QuickBooks users. "We decided to become a QuickBooks hosting provider because our customers were asking us for the ability to host both FileMaker and QuickBooks Desktop side by side in the cloud and we didn’t find an authorized way to do that currently on the market. “Our QuickBooks Desktop Hosting plan will allow clients to install third-party applications within the same cloud environment that their QuickBooks file is installed within. This means users can finally run QuickBooks Desktop with FileMaker client, allowing for a seamless cloud experience for the user with the added option to use Productive Computing’s plug-in to integrate the two programs." Marc Larochelle, Chief Executive Officer, Productive Computing, Inc. Productive Computing, as an authorized standard host for QuickBooks software, offers two new hosting plans. Clients currently hosting their FileMaker files onsite or with a hosting provider can choose to host solely their QuickBooks files in the cloud or host both QuickBooks Desktop and FileMaker with Productive Computing. Both plans allow users to access their hosted QuickBooks files directly from any computer running Windows or Mac, as well as nearly any mobile device or tablet. Why host QuickBooks with Productive Computing? Access QuickBooks Desktop files and FileMaker in the cloud simultaneously Install the Productive Computing accounting plug-in to provide direct integration between FileMaker and QuickBooks Eliminate the need to manage QuickBooks IT infrastructure (server, backups, IT labor) Experience the benefits of a remote cloud environment with the power of traditional QuickBooks Desktop Install third-party applications, such as Microsoft Office QuickBooks Hosting is available for as low as $99/month per user when purchased annually. QuickBooks Hosting clients can add FileMaker hosting for as little as $99/month on an annual plan and clients have the option to add Microsoft Office for $20/month per user. All plans support QuickBooks Pro, Premier and Enterprise Desktop 2018. For more information on QuickBooks Hosting visit www.filemakerhostingservice.com or email sales@productivecomputing.com . Customers who want to upgrade to QuickBooks 2018 can contact sales@productivecomputing.com or can view our QuickBooks offerings for exclusive discounts on QuickBooks 2018 software. *** About Productive Computing, Inc. Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro.Their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, and on an iOS device. Productive Computing, Inc. offers FileMaker solutions and plug-ins allows developers to integrate with third-party software. In addition, Productive Computing, Inc. is a full-service FileMaker hosting company, offering shared and dedicated hosting plans and FileMaker Cloud services. Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller. Productive Computing, Inc. 950 Boardwalk, Suite 205 San Marcos, CA 92078 www.ProductiveComputing.com sales@productivecomputing.com (760) 510-1200
  13. PCIPal

    Pulling Received Payments from QuickBooks

    Hi Christi, It's possible that the evaluation of the request might be experiencing an error (such as a validation error or something of that nature), which would cause the response XML to still maintain the previous successful response, which would be the "all received payments" result. In that case, checking the result of PCQB_SGetStatus immediately after PCQB_RqExecute should show what is missing. I was able to successfully test pulling all received payments for a specific Customer and their Jobs using the following script (I used the "Sample Products-Based Business" company file available in QuickBooks 2016): PCQB_RqNew [Select; Results:$result; Request Type:"ReceivePaymentQuery"] PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"EntityFilter::FullNameWithChildren"; Field Value:"Jacobsen, Doug"] // Doug Jacobsen has 4 received payments associated with his Jobs PCQB_RqExecute [Select; Results:$result] // Value of $result is 0 PCQB_SGetXML [Select; Results:$responseXML; XML Document Type:"Response"] // Contained the resulting XML set describing 4 received payments If you wanted to use the date range instead of a customer reference (for example, all received payments in January, 2021, since the sample file is in the future), you could structure your script like so: PCQB_RqNew [Select; Results:$result; Request Type:"ReceivePaymentQuery"] PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"TxnDateRangeFilter::FromTxnDate"; Field Value:"01/01/2021"] // Start from January 1st, 2021 PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"TxnDateRangeFilter::ToTxnDate"; Field Value:"01/31/2021"] // End on January 31st, 2021 PCQB_RqExecute [Select; Results:$result] // Value of $result is 0 PCQB_SGetXML [Select; Results:$responseXML; XML Document Type:"Response"] // Contained the resulting XML set describing 6 received payments within the month of January 2021 Hope this helps! - Chris
  14. PCIPal

    Handling Receive Payment Transactions

    Thank you for catching those typos, Geoffrey! Post has been updated to reflect those changes.
  15. PCIPal

    How to Push a Job

    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.
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