Learning Claris FileMaker

Portage Bay host online Meetups focused on Claris Connect .

 

One aspect of the Meetup features a "Connector of the Month", and Brad Stanford recently shared an introduction to the QuickBooks connector .

 

We hope you'll enjoy watching the replay ...

• Customizable FileMaker CRM

• Organize contacts, leads & vendors

• Generate sales estimates & invoices

• Connect with QuickBooks Desktop & Online

• Training available at Productive Computing University

 

 

In this video, we (Productive Computing) explore the new, free CRM (Customer Relationship Manager) file that FileMaker is now offering in their FileMaker Custom App Academy.

 

We then compare FileMaker's free app and its functionality to some of the paid CRMs that we offer (Core4 and Core5).

The free CRM from FileMaker includes four modules:

• Dashboard,
• Clients,
• Contacts
• and Opportunities.

 

We explore the functionality of these modules for the end user and go under the hood to look at the different tables, relationships and table occurrences.

Core5 Starter Edition CRM was created to give developers (and end users) the ability to jump-start a FileMaker QuickBooks integration because this starter solution comes preconfigured to connect to both QuickBooks Desktop and QuickBooks Online.

Core4 CRM is a robust CRM created to manage all aspects of a business.

This CRM can be integrated with QuickBooks Desktop, Microsoft Outlook, Apple Contacts, and Apple Calendar.

FileMaker - QuickBooks integration, a Todd Geist presentation at 

Santa Clara FileMaker User Group Meeting: March 2015

The ABCs of FileMaker and QuickBooks Integration

QuickBooks is an integrated accounting software package developed by Intuit.

With over 5.6 million customers, QuickBooks offers copious help to the accounting staff of small and large business owners.

Their software can be used to manage sales and expenses and keep track of daily transactions by invoicing customers, paying bills, generating reports and more.

Integrating with FileMaker

For FileMaker users and developers who need an outside application, such as QuickBooks, to communicate with their FileMaker App, integration between FileMaker and the other application will help increase productivity and efficiency. Integration will allow the two applications to communicate with each other.

This will save users and/or developers tremendous amounts of effort.

If a user was using FileMaker along with an outside application, but did not have the two apps integrated, he or she constantly would end up doing double data entry from one system to the next.

Integration could be useful to companies with a unique workflow. Also, integrating FileMaker with QuickBooks could help companies that want their employees to have access to data on customers, items, inventory, payments, etc., while protecting the QuickBooks file.

 

The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box.

It can connect to QuickBooks Desktop or Online.

Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date

It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.

The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.

Five Inc., eliminates inefficient processes while keeping everyone informed and up-to-date.

Five Inc. is a fast-paced trade show graphics business, that uses a FileMaker custom app to manage nearly every aspects of its business, including CRM, quoting, manufacturing, inventory and shipping.

QuickBooks Online was chosen to manage the accounting, leading to hours spent re-entering new customers in QuickBooks, rekeying purchase orders, shipping orders to delinquent customers, outdated inventory counts and delays in receiving supplies.