QuickBooks

For example, out of the box SeedCode Complete will push new contacts to QuickBooks and/or link an existing FileMaker contact with an existing contact in QuickBooks, but we aren't pulling all QuickBooks contacts into FileMaker. Similarly, if you record payments in FileMaker we'll push those to QuickBooks but won't pull in payments created in QuickBooks. This can all be changed, however, so %newwin% [[http://www.seedcode.com/cp-app/contact/1 | get in touch]] if you'd like a quite on modifying some of these default behaviors.

For more on how this works and what the integration looks like, check out this short video demonstrating Complete talking to QuickBooks:

> > Link to video

''QuickBooks integration is coming in version 3.0 of SeedCode Complete. Stay Tuned.''

-> '''Syncing Customers.''' Customers that already exist in QuickBooks can also be synced with Contacts or Companies in SeedCode Complete by looking up the QuickBooks customer and assigning their QuickBooks List ID back to the appropriate SeedCode Complete record.

-> '''Importing Customers.''' The ability to import Customers from QuickBooks is not built into SeedCode Complete 3.0. This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed. You can contact us for assistance with this if required by your organization.

-> '''Syncing Jobs.''' Jobs that already exist in QuickBooks can also be synced with Projects in SeedCode Complete by looking up the QuickBooks customer and assigning their QuickBooks List ID back to the Project Record.

-> '''Importing Jobs.''' The ability to import Customers into from QuickBooks is not built into SeedCode Complete 3.0. This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed. You can contact us for assistance with this if required by your organization.

If you are going to be posting Invoices in QuickBooks from SeedCode Complete, then you need to specify how the items in SeedCode Complete correspond to the Items in QuickBooks. This is done on the Items tab in the Settings layout. You can either create a value list based on the QuickBooks items, and then assign the appropriate value to your SeedCode items, or you can just import all of your existing QuicKbooks items into the Items table in SeedCode Complete. Buttons for both options are on the Items Tab. The ability to create QuickBooks items from SeedCode Complete does not come with SeedCode Complete 3.0, but this could be added in as this ability is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK.]]

When creating records in QuickBooks it is often necessary to use a value that it is expecting. In these situations SeedCode Complete will have buttons for creating Value Lists based on QuickBooks data. Using these Value Lists when specified will assure that the record is created properly in QuickBooks. The values are all returned to the table QB_Lists in SeedCodeData, and use simple calculations to specify the different Value Lists by type.

''QuickBooks integration is coming in version 3.0 of SeedCode Complete. Stay Tuned.
''

QuickBooks integration is coming in version 3.0 of SeedCode Complete. Stay Tuned.

Short intro and link to the video.

Integrating with SeedCode Complete with QuickBooks requires the  %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]] by Productive Computing.

The FMBooks Connector Plug-In uses the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], which can only be used on Windows clients.  It does work very well on Parallels.  SeedCode Complete 3.0 requires FileMaker 11 or higher.

SeedCode Complete 3.0 has QuickBooks integration built into it, and only requires a few settings to configure to get up and running.

In the staff settings on the Settings layout, there is now a check box for designating who is a QuickBooks user.  When checking this box, you will be prompted to enter your license for the FMBooks Connector Plug-In.  This will be stored in the staff record, and the plug-in will be registered for this user when logging in with the appropriate account.

If you are going to be posting Invoices in QuickBooks from SeedCode Complete, then you need to specify how the items in SeedCode Complete correspond to the Items in QuickBooks.  This is done on the Items tab in the Settings layout.  You can either create a value list based on the QuickBooks items, and then assign the appropriate value to your SeedCode items, or you can just import all of your existing QuicKbooks items into the Items table in SeedCode Complete.  Buttons for both options are on the Items Tab.  The ability to create QuickBooks items from SeedCode Complete does not come with SeedCode Complete 3.0, but this could be added in as this ability is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK.]]

When creating records in QuickBooks it is often necessary to use a value that it is expecting.  In these situations SeedCode Complete will have buttons for creating Value Lists based on QuickBooks data.  Using these Value Lists when specified will assure that the record is created properly in QuickBooks.  The values are all returned to the table QB_Lists in SeedCodeData, and use simple calculations to specify the different Value Lists by type.

-> '''Creating Customers.''' Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.  When a customer is created in QuickBooks then the QuickBooks List ID will be returned to the SeedCodeComplete record.  This ID is required for creating any related entities to that customer from SeedCode Complete.

-> '''Importing Customers.''' The ability to import Customers from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Jobs.''' Jobs can be created in QuickBooks from Projects in SeedCode Complete.  Creating Jobs requires that the associated Customer exists in QuickBooks.  In SeedCode Complete, Projects can be associated with both Companies and Contacts, so you will need to specify to which entity the Job is going to be posted, and that entity must have a QuickBooks List ID.

-> '''Importing Jobs.''' The ability to import Customers into from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Invoices.''' Invoices can be created in QuickBooks from Invoices in SeedCode Complete.  Invoices can be associated with Companies, Contacts and Projects, so you will need to specify to which entity the Invoice is to be posted.  Invoice line items do need to be associated with QuickBooks Items.  We've discussed how to set this up in the Item Set Up section above.  We've also provided some more specific QuickBooks fields on the Invoice QuickBooks tab that are typical for Invoice creation.  The ability to create Value Lists based on the QuickBooks data has been provided as a button below each one of these fields.

-> '''Tax.''' Tax rates must be specified by their "Item Name" in QuickBooks.  We have provided the ability to create a Value List of these items that can be assigned on the QuickBooks Tab in Invoices.  We've also created a value list of the corresponding rates for the tax rate field on the Invoice Line Items tab.  We're using script triggers on both fields to keep them in sync, so the tax rate in SeedCode Complete and in QuickBooks will be sure to match.

-> '''Discounts and Shipping.''' In SeedCode Complete, these are fields that exist in the Invoice table itself.   However, these fields do not exist at the Invoice level in QuickBooks and can only be added as line items.  We are handling this is in our field mapping, but  since they are line items in QuickBooks, they will need to be associated with specific QuickBooks items.  This can be specified on the field mapping layout QB Invoices in SeedCode Complete on the Shipping & Discount Charges tab.

-> '''Syncing Invoices.''' Invoices that already exist in QuickBooks can also be synced with Invoices in SeedCode Complete by looking up the QuickBooks Invoice and assigning their QuickBooks Transaction ID back to the Invoice Record.  This will allow you to create payments in SeedCode Complete, and be able to post them to the corresponding Invoice in QuickBooks.

-> '''Importing Invoices.''' The ability to import Invoices from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Payments.''' Payments can be posted to Invoices in QuickBooks as long as the Invoice has a QuickBooks Transaction ID.  The Invoice will have a QuickBooks Transaction ID if it was successfully created in QuickBooks from SeedCode Complete or by Syncing the Invoice.

-> '''Importing Payments.''' The ability to import Payments from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Estimates.''' Estimates can be created in QuickBooks from Bids in SeedCode Complete.  Estimates can be associated with Companies, Contacts and Projects, so you will need to specify to which entity the Invoice is to be posted.  Estimate line items do need to be associated with QuickBooks Items.  We've discussed how to set this up in the Item Set Up section above.  We've also provided some more specific QuickBooks fields on the Estimate QuickBooks tab that are typical for Estimates creation.  The ability to create Value Lists based on the QuickBooks data has been provided as a button below each one of these fields.

-> '''Tax.''' Tax rates must be specified by their "Item Name" in QuickBooks.  We have provided the ability to create a Value List of these items that can be assigned on the QuickBooks Tab in Invoices.  We've also created a value list of the corresponding rates for the tax rate field on the Invoice Line Items tab.  We're using script triggers on both fields to keep them in sync, so the tax rate in SeedCode Complete and in QuickBooks will be sure to match.

-> '''Discounts and Shipping.''' In SeedCode Complete, these are fields that exist in the Invoice table itself.   However, these fields do not exist at the Invoice level in QuickBooks and can only be added as line items.  We are handling this is in our field mapping, but  since they are line items in QuickBooks, they will need to be associated with specific QuickBooks items.  This can be specified on the field mapping layout QB Invoices in SeedCode Complete on the Shipping & Discount Charges tab.

-> '''Importing Estimates.''' The ability to import Estimates from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

The field mapping between SeedCode Complete and QuickBooks is determined by the "QB" layouts in the SeedCodeComplete file.  The fields themselves have been given object names which correspond to the "tags" used by the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]].  You can change the field mapping by entering into layout mode and redirecting the object to the field you'd like to use.

You can add additional field mapping to the layouts as needed.  For example, if you wanted to add PO Number to your Invoice mapping.  You would first create the field in your Invoice table, and then add it to the layout QB Invoice.  Finally you'll need to give the field object the appropriate name from the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]].  In this case it would be PONumber.

In most cases the default mapping that we've set up will work as is, and is based on multiple integrations between FileMaker and QuickBooks using the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]].  An exception to this will be if you're using Discounts and/or Shipping in SeedCode Complete.  These are fields that exist in the Invoice table in SeedCode Complete, but don't have equivalent fields in QuickBooks.  Instead we will post these as line items when creating the Invoice in QuickBooks.  As all line items must reference a QuickBooks item, then these items need to specified on the Shipping and Discount charges tabs on the QB estimates and QB Invoices layouts.  Unlike the other field mapping, these line items will be specified in the static text provided on the layout.  The default values here are "None" which will prevent either line items from being created in QuickBooks.

Mapping fields between QuickBooks and SeedCode Complete

! Best Practices

-> '''Creating Invoices.''' Invoices can be created in QuickBooks from Invoices in SeedCode Complete.  Invoice line items do need to be associated with QuickBooks Items.  We've discussed how to set this up in Item Set Up section above.  We've also provided some more specific QuickBooks fields on the Invoice QuickBooks tab that are typical for Invoice creation.  The ability to create Value Lists based on the QuickBooks data has been provided as a button below each one of these fields.

-> '''Importing Customers.''' The ability to import Customers from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Importing Jobs.''' The ability to import Customers into from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Invoices.''' Invoices can be created in QuickBooks from Invoices in SeedCode Complete.  Invoice line items do need to be associated with QuickBooks Items.  We've discussed how to set this up in Item Set Up section above.  We've also provided some more specific QuickBooks fieldson the Invoice QuickBooks tab that are typical for Invoice creation.  The ability to create Value Lists based on the QuickBooks data has been provided as a button below each one of these fields.

-> '''Importing Invoices.''' The ability to import Invoices from QuickBooks is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required by your organization

-> '''Importing Customers.''' The ability to import Customers into SeedCode Complete is not built into SeedCode Complete 3.0.  The main reason for this is some users may want to import them into Contacts and some may want to import them into Companies, or a combination of both.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Jobs.'''Jobs can be created in QuickBooks from Projects in SeedCode Complete.  Creating Jobs requires that the associated Customer exists in QuickBooks.  In SeedCode Complete, Projects can be associated with both Companies and Contacts, so you will need to specify to which entity the Job is going to be posted, and that entity must have a QuickBooks List ID.

-> '''Importing Jobs.''' The ability to import Customers into SeedCode Complete is not built into SeedCode Complete 3.0.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required by your organization.

-> '''Creating Invoices.'''Invoices can be created in QuickBooks from Invoices in SeedCode Complete.  Invoice line items do need to be associated with QuickBooks Items.  We've discussed how to set this up in Item Set Up section above.  We've also provided some more specific QuickBooks fieldson the Invoice QuickBooks tab that are typical for Invoice creation.  The ability to create Value Lists based on the QuickBooks data has been provided as a button below each one of these fields.

-> '''Tax''' Tax rates must be specified by their "Item Name" in QuickBooks.  We have provided the ability to create a Value List of these items that can be assigned on the QuickBooks Tab in Invoices.  We've also created a value list of the corresponding rates for the tax rate field on the Invoice Line Items tab.  We're using script triggers on both fields to keep them in sync, so the tax rate in SeedCode Complete and in QuickBooks will be sure to match.

-> '''Tax'''

When creating records in QuickBooks it is often necessary to use a value that it is expecting.  In these situations SeedCode Complete will have buttons for creating Value Lists based on QuickBooks data.  Using these Value Lists when specified will assure that the record is created properly in QuickBooks.

-> '''Importing Customers.''' The ability to import Customers into SeedCode Complete is not built into SeedCode Complete 3.0.  The main reason for this is some users may want to import them into Contacts and some may want to import them into Companies, or a combination of both.  This kind of import is supported by the %newwin%[[http://www.productivecomputing.com/plugins/fmbooks-connector-id-63/ | FMBooks Connector Plug-In ]], and could be added in as needed.  You can contact us for assistance with this if required.

The FMBooks Connector Plug-In uses the %newwin% [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], which can only be used on Windows clients.  It does work very well on Parallels.

-> '''Creating Customers.''' Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

-> '''1.''' When the calendar draws, scripts find the relevant day/week/month records and loop through those, writing them to a global variable. While this sounds slow, it is crazy fast; this is the kind of thing FileMaker is best at. More scripts then look at this variable and make a couple more variables out of it so it is easier for other scripts read: variables like $$sc_ArrayContent.

-> '"Creating Customers'" Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

-> ""Creating Customers"" Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

->""Creating Customers:"" Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

->"Creating Customers:" Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

!!Creating Customers

Customers can be created in QuickBooks from either Companies or Contacts in SeedCode Complete.  The customer name is the only required field for doing this, but we recommend pushing the Terms for the customer to make sure that value is populated right away.  We've provided a button for creating a Terms Value List based on QuickBooks data on the QuickBooks tab for both Companies and Contacts.

!! Going Further

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If you are going to be posting Invoices in QuickBooks from SeedCode Complete, then you need to specify how the items in SeedCode Complete correspond to the Items in QuickBooks.  This is done on the Items tab in the Settings layout.  You can either create a value list based on the QuickBooks items, and then assign the appropriate value to your SeedCode items, or you can just import all of your existing QuicKbooks items into the Items table in SeedCode Complete.

!! Settings

!!Staff

The FMBooks Connector Plug-In uses the [[ http://developer.intuit.com/qbsdk-current/Common/newOSR/index.html | QuickBooks SDK]], which can only be used on Windows clients.  It does work on Parallels.

Windows, the plugin, etc.

!! Tips for Using QuickBooks and SeedCode Complete