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PCIPal

Productive Computing
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PCIPal last won the day on March 11

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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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    www.productivecomputing.com

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    Expert
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    Mac
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  1. Hi Bruce, Depending on what type of QuickBooks you are using, there is a certain way to do the type of search you are looking to do. If you are using QB Desktop, you can use the "MatchCriterion" element in CustomerQuery or Vendor Query to us criterion such as "Contains" or "BeginsWith". You can find details in the OSR, in the request tab for the query If you are using QB Online, you can use the "QueryString" field when specifying a query operation to write a SQL statement, using SQL wildcard language. -PCIPal
  2. Hi Kent, As long as the session to QB is opened the number of stacks should not have an effect. There is a chance that something within the stack in between could have caused the connection to end early, or interfere with the data. It is great to hear you got it working though! If you wish to investigate it further, then I suggest closely looking at the second call stack to see if you can spot anything that may cause one of these issues. Also, another option is to view the Windows event logs and, if you are lucky, it could show a bit more information about the error. Thanks! PCIPal
  3. Hi Kent, This error indicates a FileMaker or system error generated by FileMaker. The best recommendation is to review and walk through the scripts to find where the error is occurring. As a general rule of thumb, if the dialog box or error box has a red X icon, (i) symbol, or an <!> icon it is a system generated error. Thanks, PCIPal
  4. Hi Bruce, I've done a bit of testing and reviewed the OCR, and it looks like the evaluated result of "Get(UUID)" in FileMaker returns a GUID-format string as we would expect, but QuickBooks' QBXML processor is expecting a little extra in that UUID, namely the start and end curly brace characters { and }. If you include the beginning brace and end brace when setting the ExternalGUID field, it should accept it; I was able to successfully create an inventory item with an ExternalGUID with the following pseudocode: PCQB_RqNew( "ItemInventoryAdd" ) & ¶ & PCQB_RqAddFieldWithValue( "Name" ; "Test Inventory Item" ) & ¶ & PCQB_RqAddFieldWithValue( "SalesPrice" ; "1" ) & ¶ & PCQB_RqAddFieldWithValue( "IncomeAccountRef::FullName" ; "Construction Income" ) & ¶ & // sample income account PCQB_RqAddFieldWithValue( "COGSAccountRef::FullName" ; "Cost of Goods Sold" ) & ¶ & // sample COGS account PCQB_RqAddFieldWithValue( "AssetAccountRef::FullName" ; "Vehicles" ) & ¶ & // sample asset account PCQB_RqAddFieldWithValue( "ExternalGUID" ; "{" & Get(UUID) & "}" ) & ¶ & // GUID looks like {XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX} Granted the example is an inventory item, but it should hold true for a non-inventory item as well. Hope this helps! PCIPal
  5. Hi Bruce, I have found a bit of information about the ExternalGUID. I will include some sample code for reference as to how to create this ID and a link to a site which will benefit you in the future when working with QuicksBooks! An example on how to receive a unique GUID is below: IQBGUIDType - val is a globally unique identifier that you generate using GUIDGEN.EXE, a tool that comes with Microsoft Visual Studio. A GUIDTYPE value takes the form {XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX}, where X is a hexadecimal digit. For example: {6B063959-81B0-4622-85D6-F548C8CCB517}. Note that GUIDTYPE values are not case-sensitive, meaning that if you enter a GUIDTYPE value with lower-case letters, the value will be saved and returned with upper-case letters. Click this link for some more info https://developer-static.intuit.com/qbsdk-current/common/newosr/index.html Thanks, PCIPal
  6. Hi Rev Zim, When you add fields to the table, when specifying the import options, new fields will be present based on the import sort order. In general, you should be able to find them easily enough if you change the sort to "Creation Order", as they will be at the bottom of the list on the right when using the Items table as the destination. Some other considerations to make would be to ensure that you're referencing the correct table when specifying an import, and also using the base table as opposed to just fields visible on a layout; sometimes they can be hidden when viewing the wrong import source. Hopefully this helps! CT
  7. Hi Vinoth, Yes, the PDF Manipulator DC plug-in will be able to read data from checkbox and radio button objects on an editable PDF document. In the demo download bundle, we include a sample PDF file called "PDF Template with Fields.pdf" that have normal editable text fields as well as radio buttons and checkboxes. To gain a good grasp on how to read data from those fields, I recommend using that template PDF file in our demo file. Thanks! PCIPal
  8. Hello Alex, That error message is not very helpful, is it? Email us at support@productivecomputing and we can try and schedule up a screen share meeting and help you get this figured out. Its hard to tell just from this what might have went wrong. Thank you, PCIpal
  9. Brandan, We have since released version 3.0.0.2 and have not been able to replicate the issue. We would need to know a little bit more from the JSON response. Would you be able to provide that? Alternatively, you may be able to just provide the quantity and the amount while QB will automatically calculate the missing result. As long as three are there ( Based on formula Rate * Qty = Amount). -PCIpal
  10. Hello JamesinBoston, Right now, the plugin does not support duplicating records in Outlook at this time. This is something that would have to be done manually. By forwarding the message to yourself, and placing the original email in the folder you want. -PCIPal
  11. FOR IMMEDIATE RELEASE San Diego, CA - July 25, 2019 - Productive Computing, Inc., a Platinum member of the FileMaker® Business Alliance, is proud to announce the release of the all new Core CRM Pro. This flexible Customer Relationship Management (CRM) solution was created to allow teams to keep track of contact information, invoices, important events, and key data in a centralized location. The Core CRM Pro is pre-configured for integration with Intuit's QuickBooks Desktop or QuickBooks Online accounting software. This saves time and energy by eliminating duplicate data entry of contacts, vendors, and invoices. "With over 15 years of FileMaker CRM development experience and many versions of the Core CRM, we created everything from complex solutions with many modules to the simple basics. We have learned a lot about the features customers found important and determined that a simplified design was the best approach. "The Core CRM Pro is an easy and affordable off-the-shelf FileMaker CRM solution for businesses to adopt. We feel it's the best CRM we've ever created." Marc Larochelle, Chief Executive Officer, Productive Computing, Inc. Core CRM Pro Features: Contacts - organize contacts, leads & vendors Maintain all contact information for leads, customers, and vendors in one place. Users can track related notes, create appointments and tasks, add or view documents, and link customer’s estimates, and invoices. Sales - manage sales with estimates & invoices Create estimates and invoices for contacts and track the progress of sales as deals develop and easily link them to the customer record. With QuickBooks integration, the accounting team can easily push invoices to QuickBooks and pull payment information into FileMaker. Documents - simplify & centralize document storage Using the innate security built into FileMaker, the Core CRM Pro provides reliable document storage. Teams can readily access important data and information such as documents, images, PDFs and more. Calendar & Events - create appointments & track team tasks With the Core CRM Pro's robust calendar, create appointments, keep track of assigned tasks, and link everything back to a contact. Quickly look at events for a single day, week or month with multiple calendar view options. Dashboard - monitor Contacts, Sales & Events Use the Dashboard to analyze various lists, graphs, and charts on contacts and sales. See an overview of scheduled appointments, tasks, and sales transactions. If connected to QuickBooks, use the Dashboard to perform batch pushes of contacts and invoices to a QuickBooks company file. Using the power of FileMaker's Workplace Innovation Platform, the Core CRM Pro provides an off-the-shelf CRM tool that is easy to use, easy to customize, easy to share with teams, and easy to connect to important financial data. There are two license options for the Core CRM Pro: User Subscription - hosted, multi-user access, remote access, includes all necessary FileMaker licensing Site License - fully unlocked, ability to host for mobile and multi-user access, customizable For more information on Core CRM Pro please visit www.CoreCRMPro.com, contact sales@productivecomputing.com or 760-510-1200 for product details, system requirements, and pricing. A free one-hour training course is available to learn the basics and maximize all the features. About Productive Computing, Inc. Since 1996, we've been helping our customers become more efficient and profitable by implementing custom software solutions using the FileMaker Platform. Our certified FileMaker developers can create custom applications that your business can run on Windows or Macintosh desktop computers, in a web browser and on an iOS device. Here at Productive Computing, we offer FileMaker solutions and plug-ins that allow developers to integrate FileMaker with third-party software. In addition, we are a full-service FileMaker hosting company, offering shared, dedicated, and QuickBooks Desktop hosting plans, as well as FileMaker Cloud services. At Productive Computing University, we provide comprehensive, in-depth training on advanced FileMaker technologies. Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller.
  12. KylePMerck, It looks as though you need to include the item ID in each lineitem specification. You may also want to see if you have any success trying with SetVariable calculations instead of using script steps. -PCIPal
  13. Hello KylePMerck, Unfortunately, here at Productive Computing, we don't have a sample file on how to push a purchase order(add or modify). However, if you could send us your xml, we would be more than happy to check it out and see where we can help you on this matter. -PCIPal
  14. Hello Stickybeak, They issue may be because the source location is a Dropbox folder. We have tested with a local folder structure on Mac, with same naming convention, and had successful results. The issue may be in the network connection with the Dropbox server. You may find more success copying the folder to a local temp location, zipping the local folder to the destination path, and then deleting the folder from the temp path. This is a bit of a workaround, but local should be far more reliable. -PCIPal
  15. I have confirmed this does not work! We ran a test and it only added the first two. It looks like only two can be added, and there’s no way to edit a customer to add more contacts. We did some digging and this is actually mentioned in the Intuit Forums as a missing feature. -PCIPal
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