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