 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 webinar where we'll continue our examination of the FileMaker platform and QuickBooks integration and specifically for today, QuickBooks Online. And if you haven't already be sure to check out part one of our QuickBooks webinar series located on FileMaker.com forward slash learning forward slash webinars. But today we're joined by Todd Geist, founder of Geist Interactive, who will guide us through the benefits of FileMaker and QuickBooks Online integration. 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, require online assistance at any time, please contact Citrix Technical Support at 888-259-8414. Now during today's presentation, you're gonna 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. So we'll try to cover as many questions as time allows at the end of our presentation. But remember, you don't have to wait until then to submit a question. And with that, I'd like to introduce you to Todd Geist. Well, hello everybody. My name is Todd Geist and I am the founder of Geist Interactive. I just want to go through a couple of little intro slides to just cover who I am and what Geist Interactive does and then we'll dive into the topic of the day. So I've been doing FileMaker since about 1992. And I've been presenting at FileMaker DevCon since around 2001. I'm not sure exactly, but it's 2001 or 2002. And I'm also a member of the FBA Partner Council, which is a new advisory board that FileMaker started up this year, that has two main jobs. The first one is to advise FileMaker on future direction of the platform. And the second is to provide a communication channel between the management of FileMaker and the worldwide developer community. So Geist Interactive, we are a FileMaker business alliance member. We're headquartered in Southern California. We have offices outside of LA and down in San Diego. We build custom FileMaker software. So what that means is we do custom software for businesses and organizations and we use FileMaker almost exclusively. We do use a couple of other technologies, but it's almost always with FileMaker at the core of everything that we do. We also produce a number of developer tools, one of which we'll be talking about a little bit later in this webinar, FMQBO. But we've got a bunch of others and there's a couple of them down there, barcode creator, which is a tool to create barcodes. FM perception, which is a great analysis tool. And then we do a lot of work with custom web publishing with FileMaker in the back end using Node and React.js. All right, so we're pretty well known for a couple of popular community contributions. The first one is just all the way back about 10 years and talking about database transactions. And we won't get into all the details here, but database transactions are a way of ensuring that the complex scripting logic that you do and your FileMaker systems can survive all kinds of weird errors and disasters or things like your network connection dropping. And I've been speaking about that for a number of years. It's a pretty popular topic. A couple of years back, we launched ModularFileMaker.org, which is a website for encouraging people to write FileMaker code in a modular way in a way that makes it a little more portable than sort of the older patterns of doing it. So at that site, you'll find some guidelines for how to do that. And you'll also find a couple dozen modules, free modules that you can download and use in your system to extend FileMaker's functionality. And then most recently, we got an award a couple of years ago for evangelizing a new relationship graph pattern called a selector connector. That has become very popular in the last couple of years. And that was a result of a collaboration between us and the good folks at seedcode.com. All right, so we're here to talk about FileMaker and QuickBooks. So I'm going to assume out there in the audience that there are a number of you who may be new to FileMaker who don't have FileMaker. And so I'm going to tell you a little bit about why we use FileMaker, what makes it special to us and why it's such a great tool. And then I also imagine that there's a number of you that maybe don't have QuickBooks or QuickBooks online, so I'm going to tell you a little bit about that. And then I'm going to tell you how we can make those two work together and some of the benefits that you can realize when you do that. So first of all, I'm going to back up just a bit and talk about what is our core mission statement. And this is it summarized in five little words. Custom software is a right. And that may seem like a funny way of saying it, but we see a lot with a lot of our clients that they get held hostage by manual processes that work just well enough to allow them to get their jobs done, but not well enough for them to achieve any economies of scale or to expand or to grow. And the same sort of thing can happen with off-the-shelf software products that you might be using to run your business or in the current era of the internet, we have these software service products that, again, weren't designed for you, but allow you to get your job done well enough that you can keep going, but they don't actually let you customize or do anything to make that piece of software specific to your use case. And if they're working just well enough, it's almost like you're held hostage, like you can't quite break free. And so we really want to make the point that you have the right to do that, and it is possible to do that. Another reason that you want to consider custom software is it's a competitive advantage. If you and all of your competitors are using the same shovel, the same tools, you are all going to dig approximately the same size ditches, and there's not going to be a lot of difference between what you do, at least in terms of how your systems work. Whereas if you have a system that is designed specifically for you, you can dig much bigger ditches or bigger ditches faster, and so you get a competitive advantage. So all of that adds up to the following statement. We really believe that your system can meet your specific requirements, can give you a competitive advantage in the marketplace, and this is another one that I like to talk about a lot. Enshrine your best practices and business rules into the system so that your employees are helped along doing, making the right decisions whenever they are executing the tasks that make up whatever it is that you do as a business or as an organization. Remove a lot of the ambiguity about how they're supposed to do things, and just make it part of how the custom software system works. All right, so we talked about custom software and why we think it's really important, and to do that you really need to have a good platform. You don't want to reinvent the wheel, you don't want to do things that everybody else has done when it comes to a certain level of the application, and I think FileMaker provides that level really, really well. So if you take a look at the FileMaker platform, we really believe that it's a perfect platform for data-driven custom applications. So we're not building video games here, we're not building maybe like simple websites. We are building applications that manage data and maybe a lot of data, and to do that you need a program or a platform that understands that and has a lot of that built into its DNA, and FileMaker does that. It's also this really interesting combination, and I think a nice way to say it is that it exists somewhere between programming and a program. So as a program out of the box, it handles a lot of the things that a database application would need to handle, and you don't have to do much to get started, but it is also programmable. So you can program it and customize it and add features on top of it. What that means is you get something that's easy to start. So you can get started with FileMaker really, really easy, really, really fast. You can be producing simple applications really within just an hour or two. You can start to get the feel for how things can work. But although it's very simple, it also grows with you. So we work on systems that may have hundreds of tables of data, and maybe even some that have millions of records. Very, very complex scripting and logic that's handling all that stuff, and maybe with up to 100 users or more simultaneously logged into that system. And FileMaker can handle that. So it can start simple, and it can grow all the way up with you. Finally, and maybe most importantly for this webinar in particular, is that it plays really well with others. 25 years ago when I started with FileMaker, there wasn't a big huge internet full of services and other types of data sources that you might want to integrate with. But today there is, and it's really important that your platform be able to integrate and talk to and exchange data with all those other systems. And FileMaker can do that, as we'll see a little bit later. All right, so custom software, maybe a simple way to think about what you can do with FileMaker is starting with the very easy things. The manual workflows that you have, where perhaps you are taking data from one system and hand keying it into another system or you're processing paper forms. You can rebuild those in FileMaker, and the result will be that they'll be faster, they'll be less errors, because you are enshrining those business rules and best practices into that automation so that they don't get munged over time. So we talked now about custom software being awesome and being a right, and we talked about FileMaker being the perfect platform to build custom software with. But I do think we do need to answer this question, do we customize everything? Do we have to make a custom system for everything that we do in our business? And the answer is no. An example we'll be looking at a lot today is accounting, and so here's a very detailed example, a profit and loss statement, a custom profit and loss statement is probably not very helpful, does not have a big return on investment for your business, because it's pretty standard across the entire really country for that matter. So it doesn't make much sense to customize things that don't add up to a way in which you can differentiate yourself to your customers. So we tell our clients, customize what matters and integrate with the rest. So we're going to be looking at accounting as the example for that, and just to kind of finish the thought on that, it again is standard across most industries, and it's also really difficult to do. It's very, it's hard to do accounting well. It's a lot of complex logic, a lot of checks and balances have to be put in place. That's very difficult, and if it doesn't work, you could have extreme consequences. You have, it could impact tax filings, which if they're done incorrectly could lead to penalties and fines. So it's one of those things that's just best left to applications that do it really, really well. So we talked about custom software, we talked about FileMaker, and now we're going to talk about why we chose into its QuickBooks Online platform as the accounting platform that we use for all of our work. First thing to say is it's the leading on online accounting system around. They have millions of users and it's an undergoing explosive growth. So we now have, we now have one and a half million subscribers, and they're adding... I'm hearing some talk. Are we good? I'm going to assume that we're still good. All right, so we're adding 100,000 new accounts per quarter, so it's really experiencing explosive growth, and it's completely cross-platform, which is really the main reason that we looked at it in the beginning. We do Mac and Windows work here, but we do most of our work on the Mac, so we really wanted a solution that ran on the Mac, and QuickBooks Online does that. It's a completely cross-platform. In fact, they have Mac and Windows browsers supported, and native mobile apps as well, both Android and iOS. And sort of strangely, they have a Mac desktop app as well, but it's not the QuickBooks for Mac app that we've been around for a long, long time. It's the QuickBooks Online desktop app, which is a little confusing, but it's really the same thing. QuickBooks Online just wrapped up in a native app that runs in its own browser. So it also has some nice features, which we really like that I think are a little bit different and a little bit of an advantage over the desktop system. One is super easy account access, so accountants can quickly and easily get into their client's systems. They have their own version of the software, and when they log in, they see links to all of their customer's accounts, and they can click on it and go right into the system and make any changes or review any reports or financial data that they need to. So it's super easy for your accountants to get access to the solution. You don't have to trade around files like you have to do in the old days with QuickBooks desktop. Also some really nice credit card processing features, which we're not going to have time to get into, but I do want to make that point here. All right, so we talked about FileMaker being an awesome platform for building custom software and custom software being an awesome thing to do, and integrating it with QuickBooks. Now I want to talk a little bit about the benefits, for doing all of that. We're going to look at a case study. What we're going to talk about here is a company named Fibank. Fibank, they make custom trade show booths. So they print graphics, high resolution graphics on huge pieces of fabric, and they bend aluminum frames, and they stretch the fabric over frames, and then they ship that stuff out all over the country often overnight, because the way that the industry works is that people are usually finishing up their booth designs and getting everything done the week before the trade show. So sometimes it's being shipped straight to the trade show. So it's a very fast-paced environment where orders are coming in, and things are being shipped, and turned around really, really fastly, really, really fast. And so they built a FileMaker system that does all of their customer relationship management, including quoting and order processing. It also does manufacturing, inventory, and shipping. So this was all a custom FileMaker solution, and it manages every aspect of that process, even integrating with manufacturing hardware. So they have these really cool laser projectors that project the cut designs onto these huge cutting tables so that they can cut the fabric to exactly the size and shape they need to stretch over those aluminum frames. And FileMaker integrates with those laser projectors so that the people who are on the shop floor, when they are working on a big cutting job, they have an iPad app. On that iPad app, they pull up the job, they click a button that says project the design and boom, there's the design for that job is projected onto the table. It's really cool. So that's all done in FileMaker. The problem was that the problem was that they were having to spend a lot of time re-entering customers and invoices and items that were being generated in FileMaker all had to be re-entered in the QuickBooks along with a time-consuming inventory process that was so time-consuming they couldn't do it more than once a month. And so this was all manual processes. So they hired us to come in and integrate QuickBooks online with their CRM and manufacturing system so now that data flows straight from their custom system up into QuickBooks online where the accounting department can send out invoices and track accounts receivable and all that information about AR in particular an inventory flows back into the FileMaker system so that the people that are using the FileMaker system get the benefits of having access to all that accounting data without having to log into QuickBooks online. So John Nichols is the owner of FiveInk and I think John is a really interesting guy. He's been a client of mine for a long, long time and he told me something many years ago that I think is quite profound. He says, I manage my business by managing my system. And so what he means by that is he takes all of his best practices and business rules and encodes that into the system so that his people can just do their work by just doing what the system tells them to do. And I think the results are obvious. The business is very successful. It's growing and now they're able to do things much, much faster than they used to do. Inventory, which was done once a month, is now done every week, for example, which is a really big help for them in terms of keeping their inventory in line with their needs. Okay, so that was a look at the feature, some of the benefits you can get when you integrate FileMaker and QuickBooks online. So the question now is sort of how do you do that? What's the technique for doing that? And what we're going to talk about now is a product that we have called FMQBO, which is sort of obvious in its acronym. It's FileMaker, QuickBooks Online. And it really is all about keeping FileMaker and QuickBooks online in sync and getting rid of any kind of manual processes you have to do to keep those two things together. So what is it? Let's just talk briefly about what the components of FMQBO are. And there's really just two. There's a service that connects FileMaker scripts to QuickBooks online. So that means that you use FileMaker scripts to talk to QuickBooks online and exchange data in two directions, all just using FileMaker scripting. So that's the first component. The second component is a simple starter solution that we're going to look at in a minute. And that is a perfect thing if you don't have a FileMaker system yet and you just want to get started right away, you can use that. And it doesn't do everything. QuickBooks does a few things, the most common things. And it can serve as a really good template for customizing and building out your own system on top of it. It does support the entire FileMaker platform, Macs, PCs, iOS, native mobile browsers, server-side scripting. Pretty much anywhere that FileMaker runs, FMQBO will work. So let's take a look at the simple starter solution. It does customers, invoices and items, which is based on our experience with the first version of this product, is about 70% of what most people do, or at least what most people start with. They're selling things, so they have invoices and customers, and they want to have some control over how those invoices are handled. And so they want a FileMaker system that they can do that with. So that's what our simple starter does. You can connect and exchange data in minutes with QuickBooks online. It's really, really simple. And then from there, you can customize it to your own requirements and do whatever you like on top of it. All right, so let's take a look at the demo. I'm going to drop out of the slides. So here is that simple solution. It has nothing in it. We're starting with an empty file. There are no invoices. There's no customers. There's no items. It's just a simple empty file. So it's a three-step process to get connected. You will need to have a QuickBooks online account. You'll need to have a full access password to a QuickBooks online account. It can be a trial version, or it can still be in trial mode, but it needs to be a full version of QuickBooks online. So once you have that, you can simply click on that Big Connect button there. And what we're going to do here is first log into our QuickBooks online account. So we're going to do that. I'm going to use this demo file that we used just so we don't wreck anybody's real accounting data during these demos. And we're logging in, and now we're checking for connections to QuickBooks online because maybe we've already authorized some. We haven't. So what this is saying here, we're now at Intuit site, and we're basically asking Intuit to grant us the access to your QuickBooks online account. We're saying, authorize this account to be able to use, or authorize FMQBO to be able to use this Geist Interactive demo account we have set up here. So I click that button. We authorize that. And at the end of this process, we're going to end up with an API key. And really, that's just a connection string that basically uniquely identifies this connection to your file maker file. We're going to use that in just a second. The thing to know is that we never have any of your passwords into its stuff. We don't keep QuickBooks online accounts. We have some tokens, and those tokens can be rejected by you at any time. And you can change your API key at any time as well. So once we have that, we copy it to the clipboard. We're pretty much done with the browser right now. We come back here and we paste that in, and now we are ready to sync. So we're syncing. Depending on the amount of data that's in your system, this could take a few seconds to a few minutes, and for very, very large accounts, maybe many minutes to pull down all of the data the first time. Once the data is pulled down the first time, the syncs that occur after that are only looking at the changes. So the initial sync can take a little bit of time. So that's it. We're done syncing. We now have a bunch of invoices here. We have a bunch of customers. We have a bunch of items. All that was synced down into QuickBooks. And we're able to do that really, really fast. So let's actually, let's see. We're going to take a look at, we'll look at this customer here. Actually, let's go look at customers. We'll pick James here. I'm going to launch the QuickBooks online site so that we can start playing with that a little bit. And so let's go and find, let's go to customers and find that same account so we can start to see some things happening between the two. So there we go. Okay, so there's no invoices in QuickBooks online yet for this customer. So let's go and create an invoice. And we'll just add a couple of products. We'll add a couple of t-shirts. We'll add a logo cap or two, maybe 12. All right, so there is our invoice. And we're going to sync that to QuickBooks online. Now every time you sync is looking for changes on both sides. And it's taking care of bringing those two different sides together and it's sent up our invoice up to QuickBooks online. So let's refresh that page there and we should see an invoice for that customer. There we do. Let's open that up, make sure it's the same invoice. And you can see that it is. So that's kind of cool. So let's receive a payment on this invoice. So now the accounting department is able to actually receive payments. We don't have to handle payments in FileMaker. We can let the accounting department handle that in QuickBooks online, which is really nice. And let's just do a partial payment. Let's say we only get $150. So let's save that. That is going to leave $115 as a balance due on this invoice. So let's sync that and just make sure that that comes back down the way that we wanted it to. And so there we have it. You see $115 is down. It's our balance due. And so as the accounting department updates the invoices with payments, that data can flow back into FileMaker and can be available to do things with. So I do want to show this running on an iPad just to show that that works. I'm going to bring up my iPad here on the screen. There we go. And let's go pick invoices and let's go down to that last invoice way down the bottom here. Click on that. So there's that invoice. So let's add a message. Let's see. How about please pay the balance. So we've got that in there. Now we can sync actually right here on the iPad, right here from the iPad. It's going to sync that. And of course it already showed up in the FileMaker version. But once the sync is done, it's going to show up in our QuickBooks online version as well. So we will refresh that page. And there's that invoice. And there is please pay the balance is now up there. So we have we've demonstrated a full sync between FileMaker and QuickBooks running on the desktop and running on the iPad, which opens up a lot of really interesting possibilities. But just to make the case of why this gets really neat is that once you have your accounting data in FileMaker, you can do all kinds of things that you can't do easily in QuickBooks or at all. I'm going to show a really simple charting example here where we are just this is a native FileMaker chart really, really simple to make that shows the sales per month. And this so this data is synced from QuickBooks online comes down into FileMaker and now I can use all of the great custom reporting features that FileMaker has built into it to do really whatever I want. So we get to manage our workflow. We can put rules on when invoices can get sent, etc. How inventory gets processed. And we can customize the interface and design custom reports based on data that's in FileMaker and data that might originate in QuickBooks online. So that is it for the demo. Let's drop back into the slides here and let's just talk wrap up a little bit about F and QBO. So just a couple of things to know about it. It's simple but it's also extremely powerful. We looked at the really simple starter solution and you can use that to get going right away but it does use the entire QuickBooks online API, which means that anything that into it makes available to do, you can do with F and QBO. You can do all the accounting stuff and you can even do payments. I mentioned credit card processing earlier. I'm not going to be able to show you that today but you can do that as well. The other nice thing about it is that when QuickBooks releases new features which they do or they add new functionality to the API, you automatically get the ability to interact with that API. Like for example about four months ago, QuickBooks API was updated to include deposits. Prior to that, you couldn't send deposits up through the API but now you can. So when that kind of thing happens, when they add new features and functionality, you won't need to wait. You'll be able just to use that functionality with F and QBO. Let's talk about the scenarios that you might want to use this in. So we talked about using simple starter solution. If you do not have a FileMaker file already, this is a great little simple thing to start with and you can get that, comes along with the service at no extra charge. If you have an existing solution, you can use the starter solution scripts and we have some documentation about how to basically repoint the logic of that sync engine that's built into the simple starter solution at your own solution. So you can basically just make some changes to the scripts and it will work with your file instead or your database tables instead of its own internal tables. And then finally again, the advanced options are if you want to do things that are well pretty much anything. Again, we expose the entire QuickBooks API so if there's anything that you want to do that's possible with the API, you can do using F and QBO. So a big announcement. So for those of you out there who may have done F and QBO version 1, this is version 2 which you just saw and it ships today in fact. We time this to go with this webinar so you guys are the first ones seeing this announcement. We won't announce it publicly for another couple of days but you guys get to see it before anybody else. Talk about pricing. We have a free 14-day trial. It is unlimited in terms of it's the same functionality as the full version. It just stops working after 14 days. The pricing is either $500 a year per QuickBooks account or $60 a month your choice. You save $220 a year if you choose the $500 option. So this is unlimited users. So unlimited file maker machines connecting to a single QuickBooks online account. We no longer track users like we used to in the original version. That just was obviously silly. We decided and so we got rid of that in the new version. So that's it for F and QBO. It's the simplest the most powerful way to sync file maker to QuickBooks online. That's the link to get to it. You can also find it just on our webpage under the product section. It's pretty easy to find and so that's that. So let's just wrap up a little bit about file maker in QuickBooks. So again, custom software is a right. Build your system and use file maker to do it. It's a great platform for building custom software. If you integrate with QuickBooks online, you get all the great benefits of QuickBooks online, which we didn't. There's a ton of other ones. It does a great job of ingesting bank feeds so that reconciliation is super simple. It has the ability to send invoices and get payments. It's got a ton of really great features. And then keep them in sync with F and QBO. And when you do that, you get some benefits. You get to automate error pro and manual processes. You save a bunch of time. You can share accounting data with a wider audience so your people using file maker can get access to the accounting data like Account Receivable without having to log into QuickBooks. And most importantly, you get to have it your way. It's your system. It's your workflow. It should be your software. So that is pretty much it. Here's some contact information. Again, that's how to get a hold of me or anybody at Geist Interactive. We can of course help you with any additional needs you might have around QuickBooks online, doing advanced features, adding other entities like purchase orders or vendors or what have you. We can help you with all that kind of stuff. And so please feel free to reach out and ask us any questions at all. And I think that's the last slide. I think we're into Q&A. So I'll just leave this last slide up while we go into Q&A. Does that sound good, guys? All right, sounds great. Thanks, Todd. Fantastic demo. A lot of great information there. Again, if you haven't already asked a question, go to the webinar control panel, click on the questions section, enter question and click on send. All right, let's go ahead and jump in. We actually had quite a few people asking whether they're going to get a recording of this webinar. You will. We'll send you a link once the webinar concludes. All right, the first question, Todd. Are you creating your invoice items in QuickBooks or in FileMaker? And is there a best practice you would recommend or where should we start from? So I think they are the inventory items. Some customers only create items in QuickBooks. If that is a process that is not, doesn't change often or needs to be set up by somebody maybe in accounting, then I'd recommend that the invoice, the items get created in QuickBooks online and then they can just be synced into FileMaker so that you can use them when you create your invoice items. But you can just simply not allow new records to be created in the FileMaker version of that items table so that you can control that. And that brings up a good point. It's a good idea to choose sort of which of the sources of data is the source of truth. So which one should always win? Items is one that can go both ways. Customers usually get done in FileMaker and invoices usually get done in FileMaker, but you may have some process where a customer has to get entered into QuickBooks first for some reason and that's totally fine as well. But the important thing is for you as an organization or as a company to decide which side should always be the ultimate source of truth. Perfect. The next question, can you create multiple invoices then sync or do you need to sync after each creation? Yeah, so I was just syncing just so we could see the refresh. The way it works actually is every time you sync it's going to find all of the changes and all of the tables that you have set up to sync and send them up. So you could do it in batches. You could run this process automatically every 15 minutes. You could run it once a day. It doesn't really, it's really up to you what's best for your organization. If you want sort of real-time AR, close to real-time AR and inventory, you might need to be doing syncing on a regular basis. The good news is we built into that sync engine the ability to basically it only allows one sync to be happening at a time. So if somebody else tries to sync one one is when another one is already running it'll just stop and won't let you go. So syncing is something that you can do as often as you like to do and it will gather up all the changes on both sides and sync them. Excellent. All right the next question, a quick question about the starter solutions. Is the start solution fully customizable? Can the customers put in their own logos on the layouts for example? That file is completely unlocked. It doesn't even have admin, it doesn't even have an admin access password. So it's totally open for you to do whatever you like with it. And that means that you can go to town. When you do that, you know when we ship new versions, we will have a way to upgrade that stuff. So you can really feel like you should be able to go to town and just do whatever you like to it. That's the point really is that this is your system. So do whatever you want to do to it. All right the next question, are there any filemaker inventory apps that you recommend that will interface with the sales and accounts payable data of QuickBooks or do you have to build the inventory solution yourself? So we have some stuff in-house that we are building out. The problem with inventory is that it depends a lot on what kind of business it is. If it is simply buying and selling, that's one thing. But if it's buying and selling with multiple warehouses, that's another thing. If it's buying and selling through multiple channels, which a lot of companies do through like Amazon and eBay and stuff, that's yet another thing. If it's a manufacturing process, that's yet another thing. So inventory is a pretty custom thing, but we definitely have some stuff that we can share with anybody who's interested in doing inventory. And the good news is that all the tools you need, everything you need to do is available through the QuickBooks API so that you can build a custom solution and filemaker that keeps your inventory up to date. All right the next question, what are the differences between the desktop and QuickBooks online? Yeah, so there are a few and frankly the online version is probably still has less features than the desktop version. That is changing all the time, they're adding more and more stuff. If you go to, if you do a search for compare QuickBooks online to desktop, you're going to land on this page, which Intuit has titled move to QuickBooks online. So they pretty clearly want you to move in that direction. And so right here they have on this page, they have a little chart that shows you some of the differences between the two and then it gives you some more information about how to move. And by the way you can move from the desktop version to the QuickBooks online version. If you have questions about that just send us a line. You have to be careful with a couple things when you do that data migration but that's totally doable. All right so yeah. Okay the next question, can you set invoices to be paid and have filemaker QuickBooks update as soon as the invoice is paid? So the answer is technically yes. It's sort of a lot, it's a lot more work to do that but and we don't have anything out of the box but if it's a if it's a desperately needed feature then we can have QuickBooks online signal your filemaker server and say hey do a sync whenever something like an invoice is updated. I think that frankly if you are running the sync process on a fairly regular basis every 10 to 15 minutes or as needed, I'm not sure that's a big need but if it is, if you really do need something that's close to real time, again contact us and we can figure that out. All right perfect. A few questions about your product side. One version to filemaker will work with QuickBooks. So we are officially supporting 13 through 15 right now although we haven't explicitly done anything well as see. So the starter solution is 13 through 15. The service that does the connection will work all the way back to filemaker 12. So we're only officially supporting 13 through 15 right now. Okay next question. Will your product also work with WebDirect? Yes it will. Yes it will. You can even sync from the WebDirect side. Okay and you demoed with the StarSolution and potentially working and also talking about potentially working with an existing solution. Can you just comment on how seamless integration would be with a custom built solution? So the way it works we have this document and we'll have some videos on this going up in the next couple days but how it works basically is we have separated out the scripts that do the connection to your system in a very sort of ordered and nice way. What it basically amounts to is changing set field steps to basically all you do is make a field map essentially between the QuickBooks online stuff and your filemaker table. So you have to say well this is where my customer name is this is where the customer street address is and that's just set fields in scripts that are already written for you. So you just have to go in and change those to point at your system. All of the logic around doing it like checking for changes on the QuickBooks side and on the filemaker side and managing the syncs and only one person can do it and only one sync process can run at a time. All that is separate and in another part of the scripting and you don't have to mess with that at all. You really only have to mess with the parts that are specific to connecting up basically making a map between the QuickBooks fields and the filemaker fields. All right back to usage. Can you sync time information between filemaker and QuickBooks? Yeah so time activities is a very common one. We'll probably be doing a sample file on that just because it's something that a lot of people ask for is just basically have time sheets that are better than what you get in QuickBooks. In QuickBooks you can enter time but then every employee has to have access to QuickBooks and you can manage that okay but there's nothing around like managing the time. There's no way to say okay somebody's time for this week is in and they're submitting it and they're approving and none of that process is this in filemaker. I'm sorry in QuickBooks. So you can totally do that in filemaker and you can totally have your own time sheet system that is pushing time into into QuickBooks online. All right last question for today. What parts of QuickBooks online are not accessible via filemaker? So there are a bunch of things that are read-only that you can't update things having to do with the account settings like company name things like that. There are some edge cases that have like specific fields on specific entities that are read-only or can't be changed through the API but I'm not aware of any major like anything that you know deposits, expenses, purchase orders, vendors, accounts, journal entries, invoicing, payments, deposits, customers all those are available. So if there's anything there it's likely it's likely being worked on and it'll be released in the future. The only thing I see I wish they would improve right away is doing inventory adjustments. There's a manual process not a manual process there's a workaround that we have right now. I would like to see them have inventory adjustments as they exist in the in the API in the QuickBooks online version exist through the API. We can still do inventory adjustments through the API but it's just not as nice as the way as if it was able to use their same their same their same UI. All right well thank you everyone on behalf of Titan on behalf of FileMaker it was our absolute pleasure chatting with you guys we definitely hope to see you on another webinar soon. Have a great day. Thank you!