Portage Bay Solutions | FileMaker QuickBooks Integration

Duplicate Data Entry is a Drag.

Many companies suffer from the tedious task of manually keeping records up-to-date in QuickBooks and FileMaker Pro, which, let’s face it, is essentially doing the same job twice. It doesn’t have to be this way.

FileMaker is a powerful and versatile database software that allows users to create custom business solutions.

While QuickBooks is a widely-used accounting software that helps businesses manage their finances.

You want the two to integrate? With a FileMaker QuickBooks integration, here’s what you can expect.

A real-time sync for FileMaker with QuickBooks
Push and pull contacts, payments, invoices and any Quickbooks elements
Press a button in your FileMaker solution and update your QuickBooks data instantaneously.
Quickly pull a customer from your QuickBooks system directly into your FileMaker solution.

A FileMaker QuickBooks Integration Can Revolutionize Your Business.

Does FileMaker integrate with QuickBooks? It does! You'll see these results and benefits.

Speed Up Reporting

Time and Cost Savings

Eliminate Duplicate Data Entry

Real-time Financial Visibility

Enhanced Operational Efficiency

Improved Customer Service

Scalability

Reduce Errors

Graphic illustrating a FileMaker QuickBooks integration, including MailChimp and Outlook, using Claris Connect

Depending on your needs, we can utilize a variety of tools for your FileMaker QuickBooks integration.

Claris Connect

QuickBooks Plugin for FM

Fully-Custom Integration

QuickBooks Online API

Logos for QuickBooks and FileMaker, representing a FileMaker QuickBooks integration

QuickBooks Connector for Claris Connect

Learn more about using the QuickBooks Connector for Claris Connect to smoothly connect FileMaker with QuickBooks.

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QuickBooks Case Studies

Artistic rendering from ChatGPT of clouds and bar graph elements

Revolutionizing Business Efficiency: A Journey with QuickBooks Integration

This story of transformation demonstrates how a QuickBooks Online integration can revolutionize your business. By connecting FileMaker with QuickBooks, you can streamline your operations, automate financial processes, and gain real-time visibility into your financial data.

Comparing Market Share And API Endpoints of Accounting Software

We spent some time reviewing each of their websites, counting up endpoints, and using email and chat to confirm details with their support teams. We also did some due diligence through Google, as well as cross-checking with the newest hot-on-the-market resource, ChatGPT.

Thumbnail for Claris Connect QuickBooks Connector YouTube video, with Claris Connect and QuickBooks logos

Claris Connect QuickBooks Intro

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 video below and seeing how you might begin to incorporate QuickBooks with your solution.

FileMaker and QuickBooks Journal Entries

Check out how we work with QuickBooks journal entries and FileMaker.

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Portage Bay Uses Best Practices

We use best practices when building and deploying custom integrations with FileMaker. Beyond
building a customized integration, we provide the following features to guarantee a successful integration. We will:

Perform a security analysis of authorizations necessary for the QuickBooks and FileMaker workflow.

Build in automated logging features so that all connections between FileMaker and Quickbooks are tracked in an audit log.

Employ proper error capture and alert key administrators or our team where appropriate.

Document the API integration and provide you with a description of how the automated workflow functions, so that any future changes are easy to understand.

Why Portage Bay Solutions?

At Portage Bay Solutions, we understand the importance of getting it right the first time. We are not just coders; we are problem-solvers who take the time to understand your business and the challenges you face to develop the best solution. We take a holistic approach to your project and provide an end-to-end solution that will revolutionize the way you do business.

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How i do get started connecting quickbooks and filemaker pro?

Can QuickBooks integrate with FileMaker? Absolutely. If you are ready to build your custom FileMaker QuickBooks integration, here’s a brief overview of what our process looks like.

You, and all key stakeholders at your organization, will meet with a team at
Portage Bay Solutions to plan the desired workflow between QuickBooks and FileMaker.

We will prepare a detailed plan and timeline for you and your team.

Once agreed upon, we will create a development environment, and a sandbox account for QuickBooks, and begin the development work.

As soon as a feature is complete, we will alert you and give you access to test
the development solution.

We will provide access to our web-based project management system as a transparent way to move the project forward.

After the features are tested to your satisfaction, we will deploy the solution and provide training and needed documentation.

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faq

I'm using QuickBooks Desktop. Can I integrate with FileMaker?

Yes! We have a solution for you as well. There are several plugins, or ways to automate exporting and importing data. Schedule a free consultation to review your options.

How much does an integration with QuickBooks and FileMaker cost?

The cost will depend on your company's specific needs and the workflow you wish to employ. All custom integration projects start at $2,000, and go up depending on your needs. Let us build a custom quote for you.

How to get future updates?

QuickBooks Online uses Auth 2.0, the industry standard protocol for authorization. Depending on how you access your FileMaker solution, you may use Basic Authentication, Bearer, or Auth. All of these are commonly used to provide secure communication between applications.

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