 Hello and welcome everyone. My name is Ryan Minook. I'm a Solutions Consultant here at FileMaker and I'm really excited to be your host for today's FileMaker and QuickBooks Integration webinar where you're going to learn how the FileMaker platform can complement and extend the data you already have in QuickBooks. Today we're joined by Mark LaRochelle and Adam Puglio from Productive Computing. They're a Platinum member of the FileMaker Business Alliance as well as Leland Long from Keller Interiors who is here to talk about his personal integration experience. But before we get started I have some brief housekeeping notes. So for the best experience we strongly recommend that you participate in this webinar with at least a broadband connection. So if you have any problems or require online assistance at any time please contact Citrix Technical Support at 888-259-8414. Again that number is 888-259-8414. Now during today's presentation you're going to have the opportunity to type in and ask questions so let's talk briefly about how to do that. Just go to the control panel, click on the question section, enter a question and click on send. Now we'll try to cover as many questions as time allows at the end of our presentation but remember you don't need to wait until then to submit a question. And now I'd like to introduce you to Mark the CEO of Productive Computing Inc. Thank you and thank you for attending the webinar today and thanks for FileMaker for highlighting this important and exciting topic. I also want to thank Productive Computing staff for their efforts in putting this content for the webinar together. So we may have a wide variety of people on the call today. Some of you may have been using FileMaker for years and years and are fairly new to QuickBooks while others may have been using QuickBooks for years and years and are fairly new to FileMaker. Maybe some of you are new to both. Or if you're like me I've had the pleasure to work with FileMaker since 1991 for about 25 years and working with QuickBooks since about 1996 for about 20 years. So no matter what experience level you have there are a wide variety of tools and techniques you can incorporate to bridge the gap between FileMaker and QuickBooks. So today we're going to look at a brief look at some of these scenarios. We have one of our customers on the call today who's been kind enough to explain his integration scenario which I think you'll find remarkable. I will conclude with a brief demo of our latest product the Core 4-5 or excuse me the Core 5 Contact Management System which will provide you an example of what the completed integration looks like and can also be used as an easy and affordable way to get started especially if you're new to FileMaker. So like I said I started with FileMaker 1991 and later founded Productive Computing in 1996 and right from the start the company we were you know in the company we were using QuickBooks for all our accounting while we were using FileMaker for everything else. Later we became a FileMaker Business Alliance Platinum partner in 2002 and everything we do here at Productive Computing is centered around FileMaker and the ancillary services around FileMaker. So today we help many customers automate their workflow with a wide variety of custom FileMaker applications many of which include the incorporation of QuickBooks. We also have a suite of tools that we sell to the FileMaker community in the form of plugins that provide automation for other things such as Microsoft Outlook, Apple Contacts, Apple Calendar, Biometrics, fingerprint authentication, signature pads, PDF form automation and many others. Along the way many customers have asked us you know is there a way they can host their FileMaker data in the cloud. So in 2006 we started hosting FileMaker databases for our customers and the community and the the advantage there is hosting allows you to share your FileMaker data without the need to purchase or maintain your own FileMaker server. So allow me to give you a brief overview and a brief review of our product offerings and some information on what we're working on today. So regarding QuickBooks integration by far our most popular product is the FM Books connector for Windows desktop and that is a plugin that offers a library of functions that a developer can use to move data between FileMaker and QuickBooks. Things like adding and editing customers, creating invoices, working with product items, inventory and so forth. So just about anything you can do in QuickBooks by hand, the FM Books connector can provide a way to do it via a FileMaker script. Like the desktop version we have a similar plugin available for the online version of QuickBooks. Currently this works with Windows and we're just about done with a Mac version with a planned fourth port release. We plan to have a server version of both of these plugins soon which will enable you to push and pull QuickBooks data via the web or an iOS device by using the technique where you trigger a script that runs on the server. So there's a lot of exciting things coming along the way for all kinds of integration options. Now I just wanted to take a brief moment and talk about those who are on the Macintosh and prefer the Macintosh platform as their development environment. We actually have a free plug-in template that acts as a placeholder when you're working with FM Books connector. So essentially this allows you to use your Mac for the majority of the programming even though the final solution will be running on Windows. And that's a little known fact that I wanted to tell the crowd. Then we have 123 Sync which is a product created by solution makers that we sell which provides a fixed price for the most common integration scenarios. This can be a nice alternative if you're not a filemaker developer or don't have one you regularly work with where we can step in and do all the integration for you and we'll be explaining that a little bit more in the presentation. Finally we have a brand new product offering created with FileMaker 15 which is an easy to use contact management solution which maintains contacts, vendors, activities, tasks, documents, notes, sales activity along with dashboard, dashboard integration. So what's best about this is it's already pre-wired to work with QuickBooks where you can get up and running quickly and we'll take a look at this as well later in the presentation. So thank you for you know attending this and I'm going to hand the mic over to Adam Puglio, our sales engineer who will talk about these items and more. Great, thanks Mark. So as Mark just stated my name is Adam Puglio. I am a sales engineer with Productive Computing. A little background on me before recently joining Productive Computing. I worked for Apple in business development for about five years. During my time at Apple I was introduced to the power of FileMaker as they are an Apple subsidiary and instantly fell in love with its capabilities. My transition to Productive Computing was an easy one since we're platinum partnered with FileMaker and I still talk to Apple and FileMaker employees on a regular basis so I haven't fallen that far from the Apple tree, pun intended. So let's talk about why businesses use QuickBooks. QuickBooks is a user-friendly accounting software available with desktop and online options. With QuickBooks businesses are able to manage their accounting at the complexity they desire from tracking customers, invoices, and payments to full-expense tracking, reporting, and payroll. Let's look at QuickBooks today where we're at. So it's reported that of all the small to medium businesses using accounting software and outstanding 80% use QuickBooks. We can clearly see this as an overwhelming percentage of users. Currently there are 2.2 million customers using QuickBooks for their daily accounting. Incidentally Productive Computing, our company, has been using both FileMaker and QuickBooks for the last 20 years. According to last year's QuickBooks Connect keynote, QuickBooks was used to create over $240 billion worth of invoices. So as you can see it's a very popular accounting software. So let's talk about why we want to integrate QuickBooks with FileMaker. We often see this scenario where a sales team is sending information back to the main office in various formats. Perhaps we're seeing invoices or client updates in email, spreadsheets, PDFs, or paper forms. And the bookkeeper is stuck with the time-consuming task of sorting through all of this data from multiple sources and then manually updating QuickBooks. All of this can lead to inconsistent and inaccurate records. With FileMaker you can automate this process by creating one location for all the changes to your data. Sales, admin, or office users can make all the necessary changes in your FileMaker solution from desktop or mobile apps. By integrating QuickBooks with FileMaker, the information is quickly pushed and readily available to everyone. Your bookkeeper no longer needs to re-enter all that data into QuickBooks and they can focus on important accounting tasks. Now the information is at your fingertips. You've reduced your double entry, you've improved your accuracy, and there is consistency in the data going to QuickBooks. So let's look at another scenario. Traditionally the bookkeeper is the only person in the office with access to customer data. So for something as simple as following up on a recent payment of balance, you'd have to call or email the bookkeeper just to get this information. This clearly takes time out of everyone's day. Or you decided to purchase multiple QuickBooks licenses so anyone can look up the balance information. Do you really want everyone to have access to your financial data? Probably not. So imagine if all your employees had access to customer balances directly on a FileMaker app without having to contact accounting or opening the QuickBooks file. With a FileMaker app the bookkeeper can click a button at the end of each day to update the balances in your solution. Now your entire team has the most up-to-date customer balance on their desktops or mobile devices. And we've all done this with only one person accessing your QuickBooks file. FileMaker offers many possibilities for streaming your workflow so that your entire staff has the information they need, but your critical financial data is only visible to select QuickBook users. Our most common QuickBooks integration requests are to automate the pushing and pulling of invoice and customer data. Using FileMaker apps we can create a custom solution that allows your entire team to gather customer invoice information from anywhere desktop, web, or iOS device. We then create buttons or scripts that send the data to QuickBooks and pull updates back into FileMaker. When you create a new customer or edit an existing contact in FileMaker with the push of a button the customer is added or updated in QuickBooks. With invoice automation we create systems that allow you to match your QuickBooks items and pricing, generate the invoice in FileMaker, and then push that invoice into QuickBooks. And as we mentioned earlier we can easily pull invoice balance back into FileMaker. We have multiple companies with field reps that rely heavily upon paper forms. All of their services were performed out of the office requiring field reps to manually fill out paperwork for every single job. In each case this resulted in time consuming, manually invoicing, and sometimes created delay in receiving payments. By creating a custom FileMaker desktop and FileMaker Go app they were able to eliminate all paper, go mobile, and speed up the turnaround time from initial service request to receiving final payment. Imagine if you could improve your timelines with more efficient data entry and invoice processing. Everything is centralized in one place and your team has access to important client information no matter where they're working. So far we've taken a look at why you should integrate these two programs. Now let's discuss some of the direct benefits you immediately gain. FileMaker apps offer unlimited possibilities for creating a system customized for your specific processes and needs. There are many startup solutions available for you to create the right solution for your business. Contact managers, task lists, or invoice modules are just a few of the many options available. As a result, you can have improved customized workflow that is easy to use and quickly deployed to your entire team. In just a few minutes we're going to show you a Sierra startup solution that you could quickly deploy to your entire team and is already preconfigured for QuickBooks. With FileMaker you have the ability to add users as your team grows and manage additional aspects of your business such as document storage, tasks, and scheduling. So it's fully scalable. There's also a variety of ways to purchase FileMaker, either for a one-time fee or as an annual subscription. With FileMaker you're able to customize the application to meet your business needs and easily add or remove functionality. It's very flexible. So let's talk a little bit about how we accomplish an integration. RFM Books Connector is a plugin used in multiple methods for posting data to QuickBooks and is a conduit for data exchange. There's three methods for using RFM Books Connector. We can develop or your own developer can develop a custom integration using the plugin. You can purchase an integration package such as 123 sync. We're using a startup solution. For example, our core five is built with the ability to push customers and invoices to QuickBooks. Let's take a closer look at each of these. A custom integration is ideal if you already have a FileMaker solution that you want to connect to QuickBooks. Also, if you have an advanced QuickBooks setup or robust accounting practices, you may need custom development. You may wonder how you can get started. Using the RFM Books Connector, you can develop scripts on your own or hire a developer to customize the setup for you. There are options available depending on whether using QuickBooks desktop or QuickBooks online. We do have plugins that support both. Now let's take a look at how the RFM Books Connector has been utilized by a customer who's been using this plugin for some time. I'd like to introduce Leland Long. He's currently the IT director at Keller Interiors and has used RFM Books Connector to accomplish an amazing QuickBooks integration with FileMaker. With only one machine, Leland has been able to automate all QuickBooks processes for 16 separate office locations using only one employee. His automation process has greatly assisted Keller Interiors accounting department to operate more efficiently. Leland's development is a great example of what you can accomplish with a custom integration designed to fit your business needs. So I'd like to pass it off to Leland. And Leland, can you tell us a little bit about why you needed an automated process? Afternoon, Adam. Before we integrated with QuickBooks, we had a part time bookkeeper that was not an expert in QuickBooks, but was beginning to use some of the functionality and we began to explore and to decide what it was we wanted to use QuickBooks for to what extent base that against how much time and education would be required to put that in there. And one of the first processes that was used quite heavily daily in fact was creating a QuickBooks deposit from a fairly large check that we would get from a vendor that would include multiple invoices for multiple offices. So the deposit would be created. And then manually, the bookkeeper would go through and figure out by totaling how much was applicable for each office. Obviously, that took some time. And that was one of the first places where we decided, you know, that would be great to incorporate with with FileMaker because we were currently using FileMaker to track all of the standard information database. But with regards to QuickBooks, it was a manual process. Great. So it sounds like you were the perfect candidate for FileMaker to QuickBooks integration. Can you tell us a little bit about how you got started? Well, I went ahead and grabbed the demo copy of FM books connector from productive and started looking through their documentation and also the documentation that into it makes available for their QuickBooks SDK. And so started looking at what it would require to insert a deposit over into QuickBooks from FileMaker. And very quickly discovered what in order to do that, you had to send over some payments. So we started looking at sending payments over to QuickBooks. And then we discovered, well, in order to have a payment, apply over in QuickBooks, you need an invoice. And then in order to have an invoice in QuickBooks, you need to have customers. So we went all the way back to the customer level and started sending customers over. And as most developers can relate, it was exciting the day that I'm using the plug in and everything put into place and having some temporary scripts put up and playing around. It was it was very exciting that first day that we had customer data appearing in QuickBooks straight for FileMaker. So it started rather humbly and then pretty soon, obviously we needed to solidify that, get customers and invoices and payments going over consistently, accurately before that initial deposit request could actually be fulfilled. And then once all of this was being handled, obviously we could start to see other possibilities of additional information and processes that could be automated for the office. Great, great. So by automating one process, you essentially began to see how you could continue to improve your workflow. You tell us a little bit about what happened next. One of the things that became very apparent very quickly is that we didn't want to tie up an individual user. It would be a common solution to place a button on an invoice screen or a contact screen and have the user click that, the information be sent over to QuickBooks, they would need to wait for a response to come back and for that response to be processed. And then we had multiple offices with 60 to 70 people in on the same hosted remote database all creating and modifying invoices and customers all day long. The potential for many people trying to all talk to QuickBooks at the same time was a very real concern. So the solution for that was to create a separate table in FileMaker that would hold processes and this would be a queue of processes that script triggers would be used on the various customer and invoice layers layouts to create a process in this table. And then as far as the user was concerned and as far as customers and invoices were concerned it was done. The script triggers just simply created a new process with everything that it needed inside that table and it was done. Then we had a separate dedicated machine, a PC running QuickBooks and a client of FileMaker and we had it set to handle processes every period of time and we ended up handling it at every three seconds. So every three seconds a new process was handled and it was done in a first in, first out type structure. And this was completely invisible to the user because processes were created in that queue. Then the dedicated machine would handle those and again it didn't require any monitoring and it just became automated at that point. Great. Thank you. And I know we have an example of your process queue that's actually running. So what I'll do is I'll play the little video here and you can maybe just talk about what's happening in the background. Sure. So what you see here in the obvious background is QuickBooks Enterprise 16 running full screen in the back and in the foreground here we have a FileMaker Pro instance. Again a remote hosted database is just being connected to here and you can see the red running block illuminating and going away. That's basically every three seconds as a process is being handled and new processes end up in the bottom of the queue. This dedicated machine right here is handling the process at the top which is the oldest one in the queue and off to the right you'll see various statuses. Each one of these processes has various statuses starting at one going up to two, three and four and when they're done they're zero and they fall off the list. One thing to note here again is that we have 67 different users all on max all over the east coast various offices connecting and creating these processes unbeknownst to them do script readers and then this dedicated machine sits here in my office and is the PC that handles the QuickBooks side of things. Great. So in the event that there's any downtime was there something that you put in place to keep track of your transactions? Well as I covered before the individual users don't have any part of this process there's no buttons to click it's all handled at the script trigger level and so these processes are generated and plopped into the queue. The joy is that the dedicated machine can be turned off at any time in the process queue just continues to grow. So we can have that machine down for system updates in the middle of the day. Oftentimes the accounting and accountant in the middle of the day needs to go in a single user mode which so we stopped the dedicated system from working and she goes and does what she needs to do and then we turn it back on later and when it's when it's turned back on it just resumes in the queue and just catches up eventually. So while we were creating these processes and getting all of these pieces and parts put into place it was very obvious that there was additional processes and ways to automate things in the future. Great. Could you tell us a little bit about the benefits and results of your QuickBooks automation? Time savings we would guess to maybe say 500 hours a month. Kind of sort of look at what it would take as far as having employees replace the automated process with what that would entail. That would be probably day to day automation. We also have other special projects. For example we had a quarterly audit recently and I could easily imagine that it could have taken four or five employees maybe 200 hours to crank through the 30,000 invoices for that quarter. But instead one employee doing batch processes with QuickBooks and FileMaker we were able to finish that within about 16 hours. So pretty significant time savings. Obviously that correlates to employee costs. We're able to do all of this with one account and one developer and without this integration that we have in place could easily have needed three, six, five employees to handle all of that. Plus one of the things that we can do is Keller can continue to grow and add additional offices every year. And no additional staff is needed for the accounting side. So what's our return on investment? Oh, conservatively we might be looking at 200,000 for the year. We began this integration three, four years ago. And it's grown, it continues to grow and various accounting functions are added and tweaked. And we continue to find new ways to improve the automation. That's great. That's great. Thank you for the share Leland. And I really think your story is a great example of the endless capabilities of a FileMaker to QuickBooks integration. You know, you began with a single request and developed a fully automated accounting process. You know, I really think your innovative thinking allows you to continue to develop scripts that truly illustrate the type of automation that is possible with SM Books Connector integration with FileMaker. So I want to thank you for your time today. Thank you. All right. Let's go back to our second option for integrating FileMaker to QuickBooks. If you're an existing FileMaker user, integration packages are ideal when you have an existing well structured solution with minimal customization needs. 123 Sync is an ideal option for businesses that do not have a developer on staff in general QuickBooks setup. 123 Sync offers users a basic or advanced integration package at a fixed price, allowing you to push customers, vendors, jobs, invoices, and more. And we're currently offering a promotional rate for 123 Sync. Basically, we're going to be giving 50% off of our basic and advanced with subscription pricing. The 50% off of basic is normally $2,500, so 50% off of that. The advance is usually $6,000. It'll be 50% off of that. Some of the advantages of advanced is you get things like purchase orders, sales orders, sales receipts, and things like that. And if you have any questions to that, we can talk a little bit more offline about that. Along with that, you would have to pay an annual subscription of $55 a month or $600 a year, which does cover unlimited users and also has all of your support with that. So a startup solution is ideal for businesses who are not currently using FileMaker and need a system to track customers and invoices. Core 5 is an example of a startup solution that quickly allows you to import context from QuickBooks and begin creating estimates orders and invoices right away. Core 5 currently has three options. The free desktop edition was designed for single users on one machine. The subscription is an ideal option for multiple users or those needing a mobile solution. It does include the benefit of FileMaker licensing and hosting as well. The site license is perfect for those who want to get under the hood and customize Core 5 themselves. So we do offer a site license for those developers that would like an unlocked version so they can develop themselves. Each option also includes a free 30-day demo of our FMBooks connector. And right now I'm going to show you some of the features and how it connects to QuickBooks. So here we see a screenshot of Core 5. It's our contact screen. And basically just note a couple of the features such as the contact list, the search bar, information area, and all the linked data. If you look on the right side of the screen you actually see these little QuickBooks with a green check mark. We're going to go into that and what that means. What that basically means that everything is linked with QuickBooks. What you see here is exactly what's going to be pushed to QuickBooks. So there's always consistent data and no double entry and it's shareable among your entire staff, desktop or mobile. And here's a sample of our mobile solution. Now this is an iPad. So one of the benefits of FileMaker and Core 5 is the ability to take your data with you on your laptop, iPad, or iPhone. Mobile teams and office workers can view information from anywhere and in real time. So let's take a look at how easy it is to get started with QuickBooks. I'm going to walk you through the process of importing your existing information from QuickBooks to Core 5, such as contacts, items, and taxes. First you're going to have to have your QuickBooks open along with the Core 5. And then from there once you have the two programs open, you'll need to click on the preferences button. Let's be right up here in the upper right-hand corner. Once the preferences window is visible, ensure you check the box label, check this box if you intend to integrate the solution with QuickBooks. Once that's completed, click on the QuickBooks tab. We will see my FMBooks Connector plugin has already been linked to my solution. You'll also notice there's been no activity in my QuickBooks import yet. And also my FMBooks plugin has been registered and my connection is now established as well. So let's go ahead and import some items. And depending on how many items you have, this could take a few minutes or a handful of minutes, you're going to see that it pulls in 46 new items so fairly quickly. And you'll see the import came in here, last import with the date, time. Now let's go ahead and import the rest of the items. I'm going to import taxes, customers, and vendors. And you'll see the import notes there pop up in real time. So as you can see it's a very powerful tool. It brings everything right in real time, right directly from QuickBooks. Okay, so now you can see Core 5 has been updated. Now it aligns with QuickBooks information. You can see the items came in, tax rates. And now everyone in your team has the QuickBooks data needed to get started. So if you just did this and somebody's in the field on their iPad, they see it right away. So QuickBooks needs contacts to be entered before you can push an invoice. Let's now discuss how to create and push a new customer from Core 5 into QuickBooks. So first, you'll need to click on the new contact button and fill out the appropriate information. So go ahead and click new contact here. And let's go ahead and looks like Mr. James Bond will need to be added to our customer list. So we're going to fill in all the information we have on him and list him as a customer and also a status of new contact. He's a secret agent. His email 007 at mi6.gov. Don't share that, it's secret. All right, so we're going to give him a customer status is new. Then you'll notice QuickBooks links need to be completed in order to get a green check mark. Which confirms the push right now we don't have the green check mark. We want to go ahead and click the push to QuickBooks button. And you'll now see a green check mark has appeared confirming the push. Now, if we go to QuickBooks you'll see James Bond has now been added. Nice and easy. Imports everything accurately and timely. With FileMaker Apps anyone in your team is able to add a customer and have it flagged to be updating QuickBooks without any follow-up needed. Okay, so now that we have our customer in Core 5 and posted to QuickBooks let's discuss how to create and push a new invoice from Core 5 to QuickBooks. So first we'll need to click the new sale button right up there and then we'll select invoice for type of sale. And now we'll need to link a customer using this link here. And from here we can find our customer. Let's just use James Bond as an example so we'll just add it in. James Bond. Oops, go back here. Sorry about that. Here he is. So from here we'll see he came in and now we'll have to select a new item from our list and enter price and quantity. So choose item and let's see. Mr. Bond needs some to carpet. And we'll give him a good rate. $50. And we will do a quantity of five. Okay, so you see the update in there. Okay, so you'll notice we're seeing the same icon standing. We'll need to push it to QuickBooks. So from here we'll click the push to QuickBooks button to get a successful link again. Get that little green check mark pops up. And to verify the invoice is pushed we'll click on the view and QuickBooks button which will utilize the FM books connected plug and open the record in QuickBooks. We'll see it. FM books connected working right there. And as you can see here everything has been pushed timely and accurately. No double entry. Very efficient automation process. So this is a great example of how your sales team can create an invoice in the field on their FileMaker Go app. Then back in the office the bookkeeper can immediately push it to QuickBooks. Great system. So remember our bookkeeper who kept getting calls or emails constantly for customer balance information? Well let's have a look at how the bookkeeper can apply a payment in QuickBooks and easily pull the invoice balance into Core 5. So you see here we have a balance of $250 for Mr. Bond and you'll see the unpaid because there's no green check mark. So let's go into QuickBooks so we can get his invoice paid. From here we'll click let's click invoice here we will click receive payments. Okay we see his invoice here $250 and from here we're actually going to click receive payments. Up there. Okay and from here you can you know use cash check credit card whatever you might whatever you might check. In this case we'll use a check. And you can put a check number in there. One, two, three, four. Okay, let's save. And now we see a zero balance on his invoice record. Now we can go back to Core 5 and pull the balance by clicking the pull balance button. Voila. Now we see it's completely it's a zero balance an invoice record. We have all grains and we're good to go. Now your entire team has access to client balance without needing to access your QuickBooks file or distracting a bookkeeper. Also remember when we talked about privacy after an integration one person could be assigned to manage a QuickBooks updates. So far you've seen QuickBooks updating customers and invoices one at a time. So let me show you how Core 5 lets you update multiple records at once. So from our dashboard under contacts we can see all new contacts have been added since our last push to QuickBooks. Some of the green check marks is completed and a few with yet to be synced icons listed here in yellow on the side. So we have some greens we have some yellows. So I'll go ahead and click to push all the QuickBooks button which will now complete the push and make all contacts green and marks the confirmation of the push. Let me have all greens. So let's go ahead and verify let's use one contact as an example. So city of Bayshore so city of Bayshore says it's been pushed into QuickBooks. Okay we can now see using the fmbooks connector that the contact has been added into QuickBooks. Okay so just by clicking that view and QuickBooks button we can now verify all that. So let's discuss pushing all new invoices to QuickBooks. Also please note I left QuickBooks open in a window on the right so you can see the push in real time. So from here you notice we have some invoices of green checks meaning they've been pushed and some yellow and red have yet to be pushed. So we'll click the push all QuickBooks button and as I do this please pay attention the QuickBooks window is sloping on the right. As you see the invoice is being pushed and the plugin does its magic. Probably see that automation there and depending on how many invoices you have this could take a couple of minutes. It's usually pretty quick though. All right so now that all invoices have been pushed to QuickBooks you see all green check marks confirming the confirming the operation and further verify let's go ahead and click on invoice that's been pushed let's click 1007 and from here we'll click the view in QuickBooks button to open the push invoice in QuickBooks and as you can now see the invoice has been pushed accurately into QuickBooks. Okay everything in there nice and neat. So as you can see from this demo an FM books connector integration with FileMaker and Core 5 allows you to streamline with QuickBooks to you know really help you quickly update your entire system and Core 5 offers the flexibility along with FileMaker to push records individually or as a group in real time. The start of solution offers new FileMaker uses the ability to harness the power with minimal setup. For those of you that have attended this webinar I'd like to invite you to download a free single user version of Core 5 on our website which we're going to give you the website here in a couple of minutes. For those companies that require multiple users we do offer a subscription version hosted on a cloud servers which also include your FileMaker licensing. The third option is a site license which we talked about briefly which allows you where you develop access to the code for you to customize it all on your own and all this information can be found at www.core5crm.com but I'm going to give you that website up there in minutes so bear with me and I wanted to thank you all again for taking the time today out of your day to attend this webinar and with that we can move into the Q&A section as you'll see here you can see our contact email for the sales department our direct phone if you want to talk to me and also our websites for Core 5 CRM www.comcomfmbooks for our fmbooks connector we discussed and then the fm2qb.com is actually our 123 sync application we talked about the fully integrated accounting software and for that I will pass that back over to FileMaker all right thank you very much and thank you Mark and Adam for the fantastic demo a lot of great information here and a big thanks to Leland Long from Keller Interiors for joining us today and sharing his fantastic FileMaker story so we'll go ahead and open this up to some Q&A again if you haven't already you can enter a question in the go to webinar control panel click on the question section enter question and click on send all right so let's go ahead and dive into the Q&A questions and the first one for the fmbooks I'm sorry for QuickBooks is the Canadian version supported or is the US version supported only sure that's a great question they are supported with Canadian versions perfect another question about QuickBooks version does fmbooks connector work with QuickBooks self-employed and QuickBooks enterprise solutions it does work with enterprise solutions self-employed I'm not quite sure what they mean by that that'd be like a premier accountant there's a Adam this is Mark yeah there's there was a QuickBooks self-employed product offering from Intuit which is like sold by the month and to be quite honest with you this is kind of we just started looking into this so I can't answer that directly whether it's compatible or not so when we get the answer to that we'll be happy to follow up with with the person who asks that question okay the next question does fmbooks connector handle multi-currency transactions Mark you want to answer that question yes I mean for example we have through the Canadian version we also have the Australian version of QuickBooks and so with multi-currency a lot of that is handled you know within QuickBooks that we had to accommodate for that in the plugin so you can move data back and forth based on your currency needs or the intricacies therein perfect all right the next question what happens when an invoice changes will the change happen automatically or do you have to wait for a sync well there's a couple different ways you can of course manually sync it or you can have a script an automated script running in the background that'll provide that syncing for you okay and can you touch on what the options are for Mac users who use QuickBooks sure sure yeah great question you know and given my background Apple I definitely dealt with a lot of you know Windows versus Mac environments so currently right now and actually Leland is it's a great example of this where his entire staff is all on Mac I think Leland said about 70 employees so with that you know he's got a PC running in his office which does all the QuickBooks pushing and integration so I'm finding a lot of offices do that that are on a Mac environment you know we are currently working on a Mac plugin for FM Books Connector for the online edition and we expect that to be completed in fourth quarter just like Mark talked about previously so for those of you using online edition please hang in there and you know we'll definitely have that you know plugin for you and there are some other options out there as well beyond productive computing but those are the examples that you know we currently know about and I think Leland is a great example of that perfect and that actually leads into another question we had a lot of people asking whether FileMaker on a Mac could work with QuickBooks on a Windows machine which you verified and which Leland is doing right now so yep absolutely excellent all right the next question a few questions about Core 5 can you track an invoice billable hours in Core 5? you can yeah absolutely yep definitely and a few questions about whether Core 5 is strictly focused on integrating with QuickBooks or does it track other information? well Core 5 it is a it is a FileMaker solution so of course you can customize it to anything that you could a regular FileMaker database for purposes of demonstration today we just talked about QuickBooks integration but there are you know a whole variety of customization options available with FileMaker when building an invoice in Core 5 can you verify the quantity of inventory before completing the invoice or is that something that you'd have to build in into the file? yeah I believe that would be something that you'd have to build into the file through development okay and a question for Leland can you touch on how long the integration took between your FileMaker and QuickBooks environment and also how much time did you set aside for testing before you deployed? sure I would say from the day we started with the plug-in until we had enough functionality to begin testing it would probably be about 68 weeks so like two months and then by the time we went to production there wasn't too much change that was needed so I would say another two weeks to four weeks for production so two to three months from start to finish for the initial set of customers invoices payments deposits Colin Adam is that something that you find that's a typical timeline for deployment and testing integration and testing yeah I think so it depends on the end use case it varies I hate to quote exact time frame but it could be something simple or something more involved but I think Leland for his solution that's certainly a lot of time frame in terms of our back to FileMaker and QuickBooks and FMBooks Connector will it sink over repeating fields? Mark would you mind answering that one? Sure I mean I guess if you have an invoice that's constructed using repeating fields you could write a script that goes down the repeat column and then pushes those line items to an invoice if that's what you're talking about but traditionally when we come across customers that use repeating fields we encourage them to move those to a proper database where the line items are in a separate table so that you can you know that's the modern way of doing things so normally before we would do any kind of integration we would migrate those repeating fields into a proper table of related line items and then incorporate that into an invoice Perfect touching on the QuickBooks location can you just verify that it is okay to have QuickBooks on a installed on a remote window server and not on the local area network? Sure Mark would you mind grabbing that one? Sure well I guess there's two ways to look at that if you're talking about a remote server not on the network well if you're talking about a remote server sort of on the network Leland has an example of that where he's got QuickBooks running on a dedicated server outside any of the user space it's totally on a dedicated server and it's running an automated routine in the background for those that host their QuickBooks file using one of the official hosting providers that either from into it directly or from any of the other third parties that host QuickBooks nine times out of ten and maybe even ten times out of ten they don't allow you to install third party software within that environment you simply have to give them your QuickBooks file and then they host it for you but they're they don't encourage any kind of third party integration so it would likely not work that way we have here productive with toying with the idea of possibly allowing customers to have their files hosted through one of our traditional hosting servers and allow them to get into their file maker data remotely so great question excellent and we have a few people asking whether core five includes fmbooks connector or is that a separate purchase sure a great question I'm glad you asked core five does not include the fmbooks connector it is a paid plugin you can receive the desktop version for free and then you can add the plugin on our cart there at core5crm.com okay Adam I'm going to Adam I'm going to step in here and ask that you guys quote what file maker versions are supported by your various we haven't covered that at all sure yeah that's a great question I'm sure if somebody asked it out there but I'll go ahead and answer it you know currently our latest fmbooks connector does support file maker pro 13 through 15 and 32 bit yeah and I want to further add to that that although that's what we officially support versions all the way back to you know file maker 11 maybe even earlier can work with the 32 bit version of of the plugin but like file maker we end support for those products based on two versions back of file maker so file maker 13 or above and then finally we are working on a 64 bit version actually it's in its final testing phase which allows people who have who want to install a 64 bit version of file maker on their windows box they can do that now soon with our upcoming release which again will be in a month or two perfect and we have a few people asking for further information about one two three sync and the difference between that and fmbooks connector if you could touch on that again sure sure so fmbooks connector you know is is the plugin that the conduit that talks between the file maker solution and quick books you will have to have some basic knowledge of scripting to kind of tailor to to your needs the advantage of one two three sync is the the scripts are already in place so say if you're a new user you're not familiar with file maker or you know you don't have a developer on hand one two three sync is a better option just because it's already preconfigured for you so it's a great it's a great started solution perfect all right that's all the time we have for today on behalf of file maker is our absolute pleasure chatting with you again big thanks to mark and adam from productive computing and a huge thanks to lead along for joining us and sharing a story but we definitely hope to see you guys on another webinar soon have a great day