QuickBooks Integration

As you may already know accounting is a complex system. Accounting procedures may also change often. Rather than building your own accounting system in FileMaker, we recommend integrating FileMaker to work with your accounting system. Quickbooks Intuit get regular updates and is trust by millions of users. Integrating with QuickBooks means taking advantage of these changes with minimal or no changes to your solution.

With Quickbooks (www.intuit.com) the process can be done with ease using Quickbooks Desktop or Quickbooks Online version and a 3rd party software. The data can be stored in both QuickBooks and in FileMaker with no double entry.

By integrating your FileMaker and Quickbooks you will reducing double entry, time wasted entering into multiple systems as well as reducing opportunity for error. Updating Quickbooks is as easy as a push of a button.


There is no XML programming required as all integration is performed with FileMaker script steps and calculations.

Pushing a customer record between the two applications allows a single entry to be done versus multiple entries by different departments.

You can push or pull invoices between the two applications allowing creation and modification by multiple departments. This allows your staff to create, send, make changes and accept payments regardless of which department they are in.

Payment and Balances:
You can push or pull payment information between the two applications allowing everyone with FileMaker quick access to view customer balances.

You can push or pull your inventory items between the two applications keeping the books balanced between accounting and sales.

Timer Entries:
Pull timer entries from your FileMaker Pro solution into QuickBooks to effectively eliminate double entry, reducing labor time and ensuring accuracy.

Access to Additional Modules Include:
- Chart of accounts
- Bills
- Checks
- Lists
- Items and Inventory
- Jobs
- Deposits
- Employees
- Reports
- Sales Orders
- Purchase Orders
- Templates
- Vendors
- General Journal Entries
- And much more!

Need Us to Come to You?
Local Service area include: San Clemente, San Juan Capistrano, Dana Point, Mission Viejo, Ladera Ranch, Aliso Viejo, Rancho Santa Margarita, Irvine, Tustin, Orange, Garden Grove, Fountain Valley, Foothill Ranch, Laguna Niguel, Coto De Caza, Las Flores, Laguna Beach, Laguna Hills, Lake Forest, Newport Beach, Costa Mesa, Santa Ana, Anaheim, Stanton, Cypress, South Orange County, Southern California and Orange County.

Not in My Local Service Area? That is OK.
We offer online services or Dynamic Business Solutions can provide a cost estimate which will include travel and development/consulting fees.

Need FileMaker Help?
Technical support is available from 8:00 AM to 5:00 PM PST Monday through Friday (except major holidays). To submit a support case or speak with a technical support representative, contact us at one of the following:
Phone: 949-689-8915

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