Across the globe, Filemaker works as a resourceful working platform for sharing customer information, managing projects, tracking assets, and more. It is getting popular worldwide as it is cost-effective and is multifaceted in features than other similar or related apps. The platform of the FileMaker app works perfectly across Windows, Mac, and provides mobile access through iPad, iPhone, and the web. The integration of QuickBooks Online with Filemaker can help in creating and updating queries and deleting any QuickBooks entity in the Filemaker.
The integration will automate user’s accounting processes; eliminate double data entry and common human mistakes. This software comes in many versions, such as FileMaker Pro, FileMaker Server, FileMaker Go, FileMaker Data API, FileMaker WebDirect, and FileMaker Cloud - through Productive Computing, and can be purchased by the user, as per his needs and requirements.
Firstly, users should authenticate their QuickBooks and Filemaker accounts.
User should have adequate accounting knowledge to handle all types of operations.
User should have access and knowledge of FM Books Connector. It can be well described as a type of plug-in from Productive Computing which gives users control of QuickBooks through two-way real-time integration. The usage of FM Books Connector will help users in adding, editing, deleting, or inquiring about any QuickBooks data from Filemaker pro.
User should visit any of the apps to automate the push/pull of invoice data.
In Filemaker, users can gather customer data from desktop, web, or iOS devices.
Subsequently, developers are supposed to create scripts to send the invoice data to QuickBooks and pull updates back into Filemaker.
Whenever a customer record is created in Filemaker, a corresponding record is automatically generated in QuickBooks.
While adding an invoice to QuickBooks, the customer assigned to the invoice needs to exist in QuickBooks before the creation of the invoice.
Users can create webhooks to have QuickBooks Online making automatic updates to Filemaker.