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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Joanna
Bargain Beachwear
Joanna, Bargain Beachwear
I could not do my job without this company. Jeff and his team have always satisfied our company 100%. They’re very responsive (even if we call ten times in one day) and if they can’t fix something right away (lack of parts, etc.), they’re up front about it and you know what to expect when they return to fix the problem. There are no hidden fees or ridiculous hourly rates and I’ve even called him a few times just to get more information about something that I didn’t understand and he’s always happy to help via phone or remote log in. We’ve never had an issue that they couldn’t solve – printing, server set up, re-wiring, new computer set up, internet connection, tablet issues, the list goes on- and I would not be able to do my job without them. I would recommend them to anyone having an issue- big or small- they’ll find the best, most cost effective solution for you and keep a friendly smile the whole way through. Definitely my favorite computer tech in MB.
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Paralegal Mullen Wylie Law Firm
Karen Gause, Paralegal Mullen Wylie Law Firm
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Office Manager Mullen Wylie Law Firm
Peggy Medaglia, Office Manager Mullen Wylie Law Firm
Remote Technology Services does an exceptional job with client service. They always are extremely prompt in responding and resolves issues efficiently and effectively. We highly recommend Mr. Norris and his company as IT service providers.
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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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