Going Strong For
Where Data & Design Combine, To Increase Your Bottom Line
The ExBizTracker V3 is a FileMaker Database solution redesigned in FileMaker Pro 11 and was built off of the strong foundation of the original FileMaker Business Tracker developed by Excelisys for FileMaker, Inc. Excelisys has upgraded the FileMaker small business jump-start solution with dozens of new features including: eye-popping charts and graphs; dynamic sub-summaries in list views; activity tracking; sending email directly out of FileMaker Pro; and an upgraded graphic user interface (GUI).
The ExBizTracker V3 is an easy to use 'jump-start' FileMaker solution for small to medium size businesses and organizations who wish to track clients, invoices, inventory, payments and communications in a robust multi-user scalable FileMaker database solution with dozens of new features. The eXBT is now available for either FileMaker 11 or FileMaker 12, pick your poison and enjoy!
Integrate the ExBizTracker 3 with QuickBooks™ Accounting for Windows using 123sync!
We have set it up so that the ExBizTracker (purchased unlocked version) integrates with Quickbooks for Windows right out of the box, er ah we mean after the completed download, all ya have to do is purchase the optional 123sync license from our partners at SolutionMakers, Inc.! Once you have this license, 123sync allows the ExBizTracker to automatically push new customers, vendors, and invoices right into QuickBooks! This eliminates double-entry, saves time and reduces errors! Very little programming required, and requires no knowledge of XML!
It handles Customers, Vendors, and Invoices in this current released version and state. Although 123sync can also handle Bills, Jobs or Payments, these would be customizable options with the ExBizTracker, and we would be more than happy to help you just ask your account manager.
It consists of two files: one for integration and one for data transmission to QuickBooks. The integration file includes a dashboard, utility scripts, and is completely open for modification to suit any business- needs. The data transmission file, which is protected, is used for synchronizing data with QuickBooks. Together they reduce the time necessary for accounting integration with a FileMaker solution from weeks down to hours!
Push only. It is possible to query QuickBooks, but this would have to be customized as it is not part of the 123sync package. There are a number of common fields and related info for each that are pushed over. For example, the address and contact info for each customer (company) are pushed along with terms, company name, etc. Anything else needed can be mapped as needed by a FileMaker developer, like us here at Excelisys.
Invoices are posted as a GL entry disbursed to multiple accounts (receivables, shipping tax, etc.) along with individual charges. Posting payments is available as a customizable option to the ExBizTracker.
The payment posting section in the ExBT 3 is a simple implementation that applies a payment to an invoice. In order to push payments that would require additional customization to the way payments are tracked and processed so that it matches the QuickBooks' method.
**Note: Multi-user cross platform compatible, but posting to QuickBooks using 123sync, and its companion plug-in, can only be done from the Windows OS environment, as this is the only platform supported by the QuickBooks API.
