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
Coastal Atlantic Realty
Diane & Ron Strickland Strickland Appraisal & Realty Inc.
Diane & Ron Strickland Strickland Appraisal & Realty Inc. Coastal Atlantic Realty
Jeff has met and exceeded our expectations. He has been our tech for over 4 years. Everything from minor to major problems. He is the most knowledgeable technician we have worked with since in business. Any time we have needed his expertise in anything he has been there. He is the best technician in this area in our opinion. His fees are reasonable, actually less than most technicians we have worked with in the past who had less knowledge, and did not do as good of a job. We would highly recommend him to anyone. He has also helped with computer problems that were not business related and did a great job.
Tony Moreland
Real Estate Agent
Tony Moreland, Real Estate Agent
This company has awesome customer service! I was working one of my company’s model homes on Saturday when I had a major computer problem. I sent Jeff Norris a text and within 1 minute he replied that he thought I had a virus and would try to connect remotely. Two minutes later he was connected, ran a scan and had the virus removed. His quick response may have saved me a sale and was very much appreciated. I was back to work shortly after I contacted him.
Jeannie Freeman
Corporate Controller
The Hoffman Group
Jeannie Freeman, Corporate Controller, The Hoffman Group
Remote Technology Services has reduced our total technology costs by 40% and has improved our productivity.
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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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