Jump to content
Sign in to follow this  
D. Elam

1 hosted database with FM Books Connector plugin, and 2 QB sites

Recommended Posts

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.

Share this post


Link to post
Share on other sites

It isn't an issue for the plug-in to talk to whatever QB Company file has already been opened by a user. If you're looking at a "headless" connection, where the QB Company file is running without an accessible UI and get's opened by FMP, you'll need some way of identifying each branch's path to that branch's QB Company file.

Is there any overlap between Customers, Vendors, and/or Items between the two branches? If so, successfully integrating the common elements with separate QB Company files hinges on a number of variables and quickly grows in complexity as it moves from a "kinda fragile" to a "pretty robust" integration.

Simple and fragile would have FMP identifying all List records ( Customers, Vendors, Items, Terms, etc. ) using FullName. The problem here is that someone at BranchA changing the FMP Customer Name value will break the ability of BranchB to identify that record in their QB Company file.

Complex and robust would have you tracking the ListID values for each branch's copy of QB. The problem here is that you'll have to create separate scripts for each branch's integration with QB, or create some kind of "abstraction" to determine which Branch's QB ListID value to use when assembling a QB Request.

A third option would be identifying transaction data separately in QB using an otherwise unused ( or Custom ) QB field. Your QB Transaction Requests ( Invoice, Payment, Bill, ReceivePayment ) could pass a value to the specified field, and that field could be used as a Filter criteria for any Reporting in QB.

A fourth option would be to split the FMP files into separate versions for each branch, and use FMP 17's ability to quickly update/deploy the database schema/structure changes. That would mean you have extra work when you do development work.

None of these options are "pain free" in the sense that there's extra work involved for someone to make things go smoothly. If it were me, I'd probably lean toward the fourth option.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

Share this post


Link to post
Share on other sites

Thanks for the info, Geoffrey. I'm still trying to determine the client's need for the 2nd QB file, as there are common vendors, items, etc. We set up each branch with a unique IP identifier (xxx.xxx.1, xxx.xxx.2), with the intent on using the Class field as a branch ID.

We'll see how it goes. Thanks again!

Doug Elam, OC Dataworks

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.