Switching Between Sandbox and Production Environments

The fmAccounting Link (QuickBooks Online Edition) solution allows you to switch between the Sandbox and the live Production environment using the Current Environment drop down menu on the Company screen shown here:

We recommend using a free QuickBooks Online Sandbox Company instead of your actual live QuickBooks Online Company when testing, especially if you plan to test uploading data from FileMaker to QuickBooks Online (e.g. creating Contacts, Invoices, Payments etc). This allows you to test out the fmAccounting Link trial without having to worry about adding transactions and deleting them from your live Production QuickBooks Online Company.

When you switch between the Sandbox and the live Production environment we recommend that you clear out the data in the file to avoid issues with referencing data and QuickBooks IDs that belong to the wrong environment. For example if you created a new Customer using the Sandbox environment which generated a QuickBooks ID of '23' and then switched to the Production environment the QuickBooks ID will no longer be valid for the Customer - ID '23' will either not exist in the Customers table in QuickBooks or it will have been assigned to a completely different Customer. The list of Classes, Tax Codes, Accounts etc will also be different in the different Company files in the different environments.

You can perform the Reset fmQuickBooks Customer Version script to delete all user data in the fmAccounting Link file - please make a backup of the file first! You can then re-download the setup data (Products, Tax Codes, Accounts, Classes etc) which will populate the fmAccounting Link file with the correct QuickBooks IDs for the selected environment.

Once you've made your selection for either the Sandbox or Production environment you will need to Authenticate with QuickBooks Online by clicking the Authenticate button and following the prompts (see our trial version setup guide for details).