RTS Portfolio Finance
An internal, read-only connection between QuickBooks Online and our own financial reporting. Private to Remote Technology Services and its affiliated companies — not offered to the public.
What this application does
RTS Portfolio Finance reads Profit & Loss figures from the QuickBooks Online companies we operate, so that period reporting across the portfolio can be produced from one place instead of by hand.
It runs on a schedule on a single company-controlled computer. There is no website to log in to, no mobile app, and no public sign-up — this page exists because Intuit requires every connected application to publish one.
What it reads
- Company profile — the company name, used to confirm we are reading the right books
- Profit & Loss reports for a requested date range
What it never does
- It never writes. No invoice, bill, payment, customer or journal entry is ever created, changed or deleted. Every request method other than a read is rejected by the software itself
- It does not read customer records, employee records, payroll detail, or bank and card numbers
- It does not send QuickBooks data to any third party
Connecting a company
Authorization is performed once per QuickBooks company by an administrator of that company. QuickBooks Online scopes each authorization to a single company, so every company we operate is connected separately and can be disconnected separately.
Access can be revoked at any time from within QuickBooks, with no notice to us and no need to contact anyone. See the disconnect instructions.
Terms and privacy
Use of this application is governed by our end user licence agreement, and our handling of QuickBooks data is described in the privacy policy.
Questions about this integration: jnorris@remotetechservices.net · (800) 478-8105
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Client Feedback
Lisa Yazici
Office Manager
Implant and General Dentistry
Lisa Yazici, Office Manager, Implant and General Dentistry
Remote Technology Services was hired to help with our computers at the dental office. They are extremely knowledgeable, quick with determining the problem and finding a solution at a reasonable rate. RTS a pleasure to deal with and I highly recommend them for all your IT needs. Thanks!
Dr. Craig Milburn
Ocean Drive Dentistry
Dr. Craig Milburn, Ocean Drive Dentistry
RTS has provided us with a wide range of services from installing our phone system at our new practice, configuring our network and installing and configuring our servers and computers. They also provide recommendations for HIPAA compliance along with the risk assessments and paperwork (policies and procedures) required. There are not many technology companies that understand our business. Remote Technology Services views our systems from a business perspective and helps us identify ways we can use technology to grow our sales and reduce our expenses.
Jay Smith
Managing Director
nFusion Consultancy
Dr. David Savage, St. James Dentistry
The monitoring and management system implemented by Remote Technology Services has reduced our system problems by 65% this year compared to just paying hourly last year.
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1293 Professional Drive
Myrtle Beach, SC 29577
(800) 478-8105
(843) 222-6198
Privacy is our policy. We may contact you from time to time with special offers but we will never sell or provide your information to anyone outside of our company.
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Remote Tech Services provides IT Support & IT Services for businesses in Wilmington, Sunset Beach, Calabash, Little River, North Myrtle Beach, Myrtle Beach, Florence, Conway, Longs, Georgetown, Charleston and throughout the Grand Strand.
