FileMaker & QuickBooks Desktop

Productive Computing, Inc.

Connect FileMaker to QuickBooks Desktop

Learn the skills necessary to build a direct connection between FileMaker and QuickBooks.

The Connect FileMaker to QuickBooks Desktop course from Productive Computing University is the fastest and most effective way to learn how to master the FM Books Connector plug-in. You will learn how to properly integrate your FileMaker app with QuickBooks Desktop to "push" and "pull" important accounting data.

QuickBooks is the leading accounting software for small businesses and the Claris FileMaker platform is the perfect companion. QuickBooks Desktop is popular among many business owners and when you connect FileMaker to QuickBooks, they have the ability to streamline their accounting processes. By connecting the two apps, they can keep most of their team in the FileMaker platform and then share specific customer details such as account balances or payment history with their teams. All the while keeping the proprietary QuickBooks financial data private.

When you connect FileMaker to QuickBooks, you have the ability to make accounting processes as simple or robust as you would like. Over the years, we have learned that it is a good idea to let QuickBooks continue to be the primary software for accounting and let the connection to FileMaker just push or pull the data that you need.

There are some foundational skills we recommend for executing a successful and effective FileMaker to QuickBooks Desktop integration and we show you how to start with these basics.

In this course you will learn:
• Installing QuickBooks Desktop
• Installing FM Books Connector plug-in
• How to work with Intuit's OSR (Online Screen Reference)
• Pushing and pulling customer data
• Pushing invoices
• Pulling transactions
• Working with multiple QuickBooks files
• Using time tracking for payroll or invoicing

The Connect FileMaker to QuickBooks Desktop course is available for purchase as a stand-alone course or as part of the University Bundle. 

If you are interested in integrating FileMaker with the online version of QuickBooks, we also offer the Connect FileMaker to QuickBooks Online course. For more information and to enroll please visit www.ProductiveComputingUniversity.com.