09/28/2006: FileMaker® and QuickBooks® Integration Without XML
02/03/2006: FileBooks Link® Version 4 Adds New QuickBooks® Online Edition and Point of Sale Compatibility and Enhanced Performance
01/13/2006: FileBooks Link® Featured in FileMaker® Advisor® Magazine
06/06/2005: HAPPY Software® Announces Version 3 of FileBooks Link®
08/27/2003: FileBooks Link® Version 2.1 now available
08/27/2003: HAPPY Software® Announces New Version of FileBooks Link®
08/12/2002: FileBooks Link® Version 2 now available
08/12/2002: Choices Software and HAPPY Software® Complete First FileMaker® Data Integration to QuickBooks® Pro
06/05/2002: New Plug-in Allows Seamless QuickBooks® and FileMaker® Pro Integration for the First Time


September 28, 2006
FileMaker® and QuickBooks® Integration Without XML

With over four years of experience, HAPPY Software, Inc.® has developed FileBooks Link® Version 4.1 with ease of use and increased functionality in mind. This update makes it even easier to join the hundreds of FileMaker users who have integrated their solutions with QuickBooks. In addition to the existing Pass-Through files for typical integration needs without editing scripts or calculations, the new Script Translator tool eliminates the need for XML and complex calculations in custom QuickBooks integration projects.

Benefits of FileBooks Link

  • No XML required!
  • Free Technical Support
  • Compatible with QuickBooks 2007 products
  • Reliable, Intuitive, and Versatile
  • Comprehensive Sample Files and Documentation

Compatibility

  • FileMaker Pro 4 - 8.5
  • QuickBooks Pro, Premier, and Enterprise 2002 and above
  • QuickBooks Simple Start 2006 and above
  • QuickBooks Point of Sale 4 and above
  • QuickBooks Online Edition

Try Before You Buy
Registered FileBooks Link users can download Version 4.1 by logging in at www.filebookslink.com/customers. If you're new to FileBooks Link, feel free to download and evaluate the trial version for as long as you need. And when you're ready to buy, keep in mind that only one license for the low price of $199 allows an unlimited number of FileMaker users to access the same QuickBooks company file.

Free Trial Version
A demonstration version of the plug-in can be downloaded free of charge from www.filebookslink.com for evaluation purposes. The trial version lets users test all the functionality and power of the plug-in before buying. The download includes the plug-in; comprehensive documentation; the Toolkit, an open FileMaker Pro examples file; various sample files demonstrating features of the plug-in; and four pass-through files that make the most common integrations fast and easy to implement.

About HAPPY Software, Inc.
HAPPY Software, Inc. is a leading provider of FileMaker-based software solutions to the Housing and Urban Development market with clients in 44 states and a developer of FileMaker Pro enabling technologies. HAPPY Software, Inc. is a member of the FileMaker Solutions Alliance and the Intuit® Developer Network.



February 3, 2006
FileBooks Link® Version 4 Adds New QuickBooks® Online Edition and Point of Sale Compatibility and Enhanced Performance

HAPPY Software, Inc.® announces the release of Version 4 of the FileBooks Link plug-in for FileMaker Pro. The popular plug-in allows real-time FileMaker integration with the extensive QuickBooks line of products. Major enhancements in the new version include greatly improved performance, enhanced error reporting, new easy-to-follow sample files, and full compatibility with specialized versions of QuickBooks.

Access to New, Specialized QuickBooks Versions
FileBooks Link Version 4 allows access to the QuickBooks Online Edition, Point of Sale and Simple Start products. This new compatibility will provide FileMaker developers with a greater opportunity to create new products and gain new customers. Complementing this additional compatibility is the plug-in's ability to simultaneously access more than one QuickBooks product at a time.

Joe Mastrianni, President of HAPPY Software, Inc., said of the new version of the plug-in "FileMaker Developers using FileBooksLink 4.0 now have a new ability to easily integrate with the incredibly successful range of Intuit products for businesses - from the smallest business using QuickBooks Online Edition, Simple Start or Point of Sale, right up to multi-million-dollar businesses using QuickBooks Enterprise."

New Features Included in Version 4 of FileBooksLink:

Enhanced Performance: Memory management has been dramatically improved to offer greater speed using fewer resources. In-house testing showed that queries of QuickBooks data run more than twice as fast as with previous versions of the plug-in.

Improved Error Reporting: Version 4 includes more specific and intuitive error reporting. This feature allows plug-in users to identify and correct errors quickly and easily.

Enhanced Check Syntax Command: With the newly enhanced check syntax command, users can now verify the structure and contents of qbXML requests, the basic building block of integrations.

Better Multi-User Access: A new "Connect" function allows users to override the default QuickBooks connection setting and connect in multi-user mode, allowing for more fluid integrations.

Lucid Sample Files
To simplify the development process, Version 4 includes completely rewritten FileMaker-based sample files for automating the most common uses of the plug-in. Each file illustrates how to quickly and easily create powerful integrations with QuickBooks. Sample files are provided in both the popular FP5 format and the FP7 format, including compatibility with FileMaker Pro 8.

Economical Upgrade Pricing
For users with registered copies of FileBooks Link Version 1-3, the FileBooks Link Version 4 upgrade is available for $49.00 per company file (volume licensing discounts apply). Users who want to upgrade can do so by logging in at www.filebookslink.com/customers.

Standard Features of the FileBooks Link Plug-In
FileBooks Link enables FileMaker users to build comprehensive business solutions that leverage the power of the QuickBooks family of products by Intuit, Inc. and the ease of use of FileMaker Pro, by FileMaker, Inc.

Some standard features of the plug-in include:

  • Ability to add, modify, delete or query virtually any object in QuickBooks from within FileMaker Pro
  • Ability to extract data from any XML-formatted text file using the "ParseXMLFile" function
  • Open sample files with everything needed to complete common integrations with little or no QuickBooks or XML experience
  • Compatible with U.S. editions of QuickBooks 2002 and above, as well as Canada, UK, Australia, New Zealand, Singapore and Southeast Asia editions of QuickBooks Pro 2003 and above
  • Compatible with FileMaker Pro versions 4 through 8

Free Trial Version
A demonstration version of the plug-in can be downloaded free of charge from www.filebookslink.com for evaluation purposes. The trial version lets users test all the functionality and power of the plug-in before buying. The download includes the plug-in; comprehensive documentation; the Toolkit, an open FileMaker Pro examples file; various sample files demonstrating features of the plug-in; and four pass-through files that make the most common integrations fast and easy to implement.

About HAPPY Software, Inc.
HAPPY Software, Inc. is a leading provider of FileMaker-based software solutions to the Housing and Urban Development market with clients in 43 states and a developer of FileMaker Pro enabling technologies. HAPPY Software, Inc. is a member of the FileMaker Solutions Alliance and the Intuit Developer Network.


January 13, 2006
FileBooks Link® Featured in FileMaker® Advisor® Magazine

The FileBooks Link Plug-In, developed by HAPPY Software, Inc.®, will be featured in the February/March 2006 issue of FileMaker Advisor Magazine. In this article, Joe Mastrianni, author and President of HAPPY Software, Inc., describes how the use of plug-ins, such as FileBooks Link, constitutes the best approach to comprehensive management. FileBooks Link provides organizations with the ability to integrate with an existing accounting solution such as the QuickBooks® Accounting System for conventional accounting needs, while continuing to use FileMaker for the unique business logic of the company.

This article includes step-by-step instructions and illustrations on the relatively simple process of moving data from QuickBooks to FileMaker and also exporting FileMaker Pro data for use in QuickBooks. The direct two-way communication enabled by the FileBooks Link plug-in gives developers the ability to create a wide range of solutions.

Look for “Exchanging Data between FileMaker Pro and QuickBooks” in the February/March 2006 issue of FileMaker Advisor Magazine.

About HAPPY Software
HAPPY Software, Inc. is a leading provider of FileMaker based software solutions to the Housing and Urban Development market with clients in 40 states and a developer of FileMaker Pro enabling technologies. HAPPY Software, Inc. is an Associate Member of the FileMaker Solutions Alliance and a member of the Intuit® Developer Network.


June 6, 2005
HAPPY Software® Announces Version 3 of FileBooks Link®:

HAPPY Software, Inc. announces the release of version 3.0 of the FileBooks Link plug-in for FileMaker® Pro. The popular plug-in allows real-time FileMaker integration with QuickBooks®. The update is free to existing FileBooks Link customers and offers new features, expanded QuickBooks compatibility and enhanced performance. Trial versions of the plug-in and developer’s toolkit can be downloaded from www.filebookslink.com.

What's New in Version 3.0:

  • Improved performance and reduced memory usage
  • Access to all qbXML features in QuickBooks 2004 and 2005, including the ability to jump directly from a record in FileMaker Pro to the corresponding record in QuickBooks
  • New "ParseXMLFile" function allows users to extract data from any XML-formatted text file
  • New "SelectFile" function makes it easier to identify file paths for use in other functions
  • New "DeleteFile" function allows users to remove parsed files
  • Enhanced FileMaker 7 compatibility returns information with more than 64,000 characters
  • Enhanced "FormatData" function supports left and right quote and apostrophe characters
  • Enhanced "Modify" function works with both transactions and list items

Key FileBooks Link Features:

  • Ability to Add, Modify, Delete or Query virtually every object in QuickBooks from within FileMaker
  • Compatible with the US editions of QuickBooks Pro, Premier, and Enterprise for Windows, versions 2002 and aboveNew "ParseXMLFile" function allows users to extract data from any XML-formatted text file
  • Compatible with Non-US editions of QuickBooks including the Canada, UK, Australia, New Zealand, Singapore and Southeast Asia editions of QuickBooks Pro 2003 and above
  • Compatible with Windows versions of FileMaker Pro 4, 5, 6 and 7
  • Open sample files include everything you need to complete common integrations with little or no QuickBooks or XML experience
  • Free online support forum and e-mail support
Potential Uses for FileBooks Link:
  • Post invoices from FileMaker to QuickBooks
  • Synchronize FileMaker contacts with QuickBooks vendor data
  • Query current balances in QuickBooks and report to FileMaker
  • Create add-on tools for QuickBooks to extend QuickBooks functionality
  • Use FileMaker as a custom QuickBooks report writer
  • Eliminate double entry
  • Focus your efforts on optimizing your business operations, not rewriting standard accounting functions
  • Significantly lower the cost of accounting integration

HAPPY Software, Inc. is a leading provider of software to government agencies across the nation in the field of Housing and Urban Development. FileBooks Link was originally developed to provide those clients with cost-effective integrated accounting. HAPPY Software, Inc. is an Associate Member of the FileMaker Solutions Alliance, certified FileMaker 7 developer, and a member of the Intuit® Developer Network.


August 27, 2003
FileBooks Link® version 2.1 now available. New features include:
  • New pass-through files make development easier for the most common integrations. See the announcement below for details.
  • Now compatible with Canadian, U.K. and Australian editions of QuickBooks® 2003 and above in addition to the U.S. editions of QuickBooks 2002 and above.
  • Support for Intuit's Remote Data Sharing utility significantly reduces QuickBooks licensing costs.


August 27, 2003
HAPPY Software® Announces New Version of FileBooks Link®

Integrating QuickBooks® and FileMaker® Pro Made Even Easier

SARATOGA SPRINGS, NY - August 26, 2003 -- HAPPY Software, Inc. announces release of Version 2.1 of FileBooks Link Plug-in allowing FileMaker Pro to QuickBooks Pro integration. The new version includes major enhancements including dramatically enhanced ease of use for the most common operations, support for many non-US versions of QuickBooks and remote data sharing compatibility to allow for significant cost savings.

Newly Available Integration Files
Now available for download are fully unlocked, simple-to-use FileMaker-based pass-through files for automating the four most common uses of the plug-in. Each of the files gives even novice FileMaker programmers the ability to quickly create powerful integrations with QuickBooks.

"Development time has now been cut by 60% or more for the most common uses," said Joe Mastrianni, President of HAPPY. The pass-through files require only that the FileMaker programmer map their fields to the fields in the pass-through file through an import. Everything else is automated. Simple integrations can now be quickly implemented with minimal technical know-how.

Invoice Creation:  The FileBooks Link-Invoice.fp5 file allows users to post an invoice with multiple line items directly to QuickBooks with no programming at all.

Customer Management:  The FileBooks Link-Customers.fp5 file allows users to post one or a batch of customer records from FileMaker to QuickBooks. Additionally, the pass-through file can make automatic edits to existing customer records.

Vendor Management: The FileBooks Link-Vendors.fp5 allows users to post one or a batch of vendor records from FileMaker to QuickBooks. Additionally, the pass-through file can make automatic edits to existing vendor records.

Journal Entries:  The FileBooks Link-Journal Entry.fp5 file allows users to post Journal Entries to QuickBooks. Use when data is kept in FileMaker and only totals are posted to QuickBooks.

Support for Non-US Versions
The new version of the plug-in adds support and the Canadian, UK, and Australian versions of QuickBooks Pro 2003, while continuing support for the US versions of QuickBooks Pro 2002 and 2003. Support for high ASCII characters has also been added, allowing for special characters such as the accented characters that are more prevalent in non-English languages.

Remote Data Sharing
For power users, FileBooks Link now has the ability to communicate with copies of QuickBooks on the network without requiring that QuickBooks be installed on local the computer running FileMaker.  This new ability can significantly reduce QuickBooks licensing costs in multi-user Windows environments.

"One expected use of this new capability is to allow multiple FileMaker users without QuickBooks to check balances or post invoices to one copy of QuickBooks running on the network," said Mastrianni.

About HAPPY Software
HAPPY Software, Inc. is a leading provider of FileMaker based software solutions to the Housing and Urban Development market with clients in 40 states and a developer of FileMaker Pro enabling technologies. HAPPY Software, Inc. is an Associate Member of the FileMaker Solutions Alliance and a member of the Intuit® Developer Network.


August 12, 2002
FileBooks Link® version 2 now available. New features include:
  • Developer licensing now available!
  • Compatible with FileMaker® Pro versions 4.0 and above, including FileMaker Pro 6.0
  • Compatible with the QuickBooks® Pro 2002 Trial Version
  • Simplified "Primer" file included to demonstrate Query functionality
  • Ability to create an XML text file on disk
  • Improved XPath filtering support
Click here to download.


August 12, 2002
Choices Software and HAPPY Software® Complete First FileMaker® Data Integration to QuickBooks® Pro

**Joint effort allows Insurance Agents to share data with QuickBooks using FileBooks Link®**

SARATOGA SPRINGS, NY- August 9, 2002 — HAPPY Software, Inc. and Choices Software, Inc. announce the completion of a joint effort to provide comprehensive Insurance Agency Management and QuickBooks Pro data integration.

Thousands of insurance agents currently using Choices' Agency Management system across the country now have the ability to share data in real-time with QuickBooks Pro 2002.

"Our clients have been demanding integration with QuickBooks Pro", said Dean Westover, President and Founder of Choices Software, Inc. "Filebooks Link has made it possible for us to meet that demand. We estimate that our clients will save hundreds of clerical hours annually by eliminating duplicate data entry and reducing errors."

Unlike systems that only export data to QuickBooks, the new Choices system provides a direct connection to QuickBooks using XML technology, providing instant data exchange. Customer contact information can be exchanged in both directions. Choices users also have the ability to precisely monitor the status of accounts maintained in QuickBooks from within the Choices software. Payments collected in QuickBooks can be automatically posted to Choices and provide real-time balance information about customers stored in Choices.

The joint effort, which began two months ago, rapidly created a product that produces a comprehensive and low cost solution for Insurance agencies. HAPPY Software, Inc. provided the programming and technical know-how, while Choices provided the Insurance Industry expertise. The communication between Choices and QuickBooks is managed though FileBooks Link., a new HAPPY Software, Inc. product that links FileMaker Pro based solutions with QuickBooks Pro.

About Choices:
Since 1992, Choices Software, Inc. has been an authorized ACORD Form software distributor. ACORD Forms are used by insurance agents and insurance companies throughout the United States. Choices Software, Inc. is a Partner level member of the FileMaker Solutions Alliance and a member of the Intuit Developer Network. More information can be found at www.acords.com

About HAPPY Software:
HAPPY Software, Inc. is a leading provider of FileMaker based software solutions to the Housing and Urban Development market and a developer of FileMaker Pro enabling technologies, including FileBooks Link. HAPPY Software, Inc. is an Associate Member of the FileMaker Solutions Alliance and a member of the Intuit® Developer Network.


June 5, 2002
New Plug-in Allows Seamless QuickBooks® and FileMaker® Pro Integration for the First Time.

New tool makes accounting and database integration easy.

www.filebookslink.com

SARATOGA SPRINGS, NY- June 5, 2002 — HAPPY Software, Inc.® announces the creation of FileBooks Link®, the only comprehensive FileMaker Pro to QuickBooks integration solution. This powerful plug-in for FileMaker Pro allows FileMaker users to quickly and seamlessly exchange financial data between FileMaker databases and QuickBooks Pro 2002 for Windows®.

With FileBooks Link, a FileMaker Pro user can post and retrieve information from QuickBooks directly and in real-time. Balances, customer lists, even filtered lists of transactions can be instantly transferred between QuickBooks and FileMaker. The business possibilities are endless--imagine a FileMaker solution that automatically confirms a customer's balance in QuickBooks before fulfilling an order! This new plug-in makes possible a FileMaker based shopping cart solution on the Web that can automatically send orders directly to the same copy of QuickBooks you have always used to run your company. Hundreds of new solutions are now possible and easier than ever to implement.

Thousands of small and medium-sized businesses rely on both FileMaker and QuickBooks every day to manage the workload in their offices. FileMaker Pro is a best selling database environment with millions of users worldwide. QuickBooks is the best selling small business accounting software in the nation, with 2.8 million copies installed. Seamless communication between these two mainstays opens the door to a new level of efficiency and accuracy for small businesses.

Business tools integrated with accounting have long been the power behind big companies who can afford comprehensive integration. Now, smaller companies can have that same level of control and efficiency in a user-friendly environment without complicated programming, accounting expertise or expensive integrated vertical market solutions.

The FileBooks Link plug-in supports three main modes of operation: posting, modifying, and querying data elements in QuickBooks. Users can post invoices, journal entries, credit memos, checks, and every other type of transaction directly to QuickBooks via the plug-in. Users can modify customer address information directly in FileMaker and see those results in QuickBooks. And, perhaps most useful of all, is the ability to query QuickBooks and send that information directly to FileMaker. Customer lists, account balances, payment histories, payroll numbers and virtually every other significant piece of data in your QuickBooks system can be easily extracted for use in FileMaker. Even financial reporting not supported by QuickBooks can now be quickly accomplished in FileMaker.

The FileBooks Link Plug-in kit includes the following components: The FileBooks Plug-in for FileMaker, comprehensive technical documentation in PDF format, an unlocked FileMaker Pro sample file showing the most common uses, and a sample QuickBooks company file for testing. A limited demonstration version of the plug-in can be downloaded free of charge from filebookslink.com for evaluation purposes. Once users decide to license the plug-in from HAPPY Software, Inc., they simply follow the on-line licensing procedures to unlock the full capabilities of the plug-in. Licensing for unlimited use at one site for one QuickBooks company is $299.00. The Plug-in will be available June 5, 2002 at an introductory price of $199.00.

About HAPPY Software
HAPPY Software, Inc. is a leading provider of FileMaker based software solutions to the Housing and Urban Development market and a developer of FileMaker Pro enabling technologies. HAPPY Software, Inc. is an Associate Member of the FileMaker Solutions Alliance and a member of the Intuit® Developer Network.

About FileMaker
FileMaker Pro is a registered trademark of FileMaker, Inc. FileMaker is a leader in workgroup database software. FileMaker lets departments and teams create and share databases to manage and track projects, assets and people. Its award-winning FileMaker line of database software provides relational power, instant and custom Web publishing and legendary ease-of-use. FileMaker, Inc. is the database software subsidiary of Apple Computer, Inc. (NASDAQ: AAPL).

©2006 HAPPY Software, Inc. All rights reserved. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. QuickBooks is a registered trademark and service mark of Intuit Inc. in the United States and other countries. Windows is a registered trademark of Microsoft Corporation in the United States and other countries. Pricing and availability are subject to change without notice.