The Support Group Blog

Case Study: FileMaker and QuickBooks Integration

Executive Summary

Offering overland adventure vacations to individuals and families requires a great deal of organization and coordination. The excursions are distributed all over the country and span several days. In addition, vacationers can choose different levels of participation depending on their preference for accommodations.

While the variety of vacation offerings allows travelers to customize their experience according to personal preference, it can be complicated to manage internally. The hosts need to track all of the registrations, which include contact information, trip specifications, payment details, etc. Each reservation captures several important data points for the staff and trip guides to know before and during the events.

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FileMaker QuickBooks Online Integration: Data Exchange

Previously, we've talked about how to integrate FileMaker and QuickBooks Online by first creating an access token and then a refresh token to maintain a secure connection between the applications. These are necessary steps to prepare for the integration, but now we'll turn our attention to moving data between the FileMaker-based solution and QuickBooks Online. But, of course, that's the whole point of the integration anyway.

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