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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A Message From Jeff Norris: When We Tell You We Will Do Something, We Will Get It Done
Small business owners understand that technology is becoming increasingly important, but they don’t understand what technologies to apply or how to apply them to create value. I have found that many companies are constantly reacting to system problems instead of proactively taking steps to stop issues before they arise.
This is costing them a great deal of money in lost productivity and lost revenue, not to mention the damage to their reputation.
When you work with us, we will transform your systems by implementing our proven best practices. We start with a comprehensive assessment of your current IT infrastructure to identify areas for improvement. We then help implement solutions that will increase staff productivity, reduce downtime and improve security.
I have been helping small businesses manage and leverage technology since 2000, and over that time I have come to realize three important things:
Technology sits at the core of your business, and it impacts everything you do: Sales, Marketing, Operations, Human Resources, and Accounting. It’s everywhere, and it’s here to stay.
Correctly managed technology is a point of leverage in your business that will help you grow dramatically, while incorrectly managed systems can literally put you out of business.
Proactive system management will significantly reduce your total cost of ownership and improve your business.
These three things are true for ANY business, and they’re why you need to find the right IT company who understands that. Too many companies just provide the same services over and over again without any understanding of how they impact a business’ future, but Remote Technology is better than that. We work harder every day to stay focused on our clients first, and the technology second.
Our Values
We value our integrity. When we tell you we will do something, we will get it done. Period. We will provide you with a one-hour guarantee, which means if you have a problem we guarantee we will begin working to resolve your issue within one hour. Our average response time is less than 15 minutes.
Our Clients
Creating value for our clients business is our number one priority. We create value by: 1) reducing your costs 2) improving your staff productivity and/or 3) increasing sales.
We view our clients as family and our goal is to become your long-term strategic partner. Each quarter we will meet with your team to determine how can we leverage technology to help you improve your business, and we will work with you to create a quarterly implementation plan for continuous improvement.
Growth through partnership is the model we use to grow our business. We understand that in order to grow our business we must create long-term value in yours. The more successful we make your business, the more successful you will make our business. That’s not just an empty platitude – it’s how we make our money and how we sell our brand. If we can’t ensure your success, then our doors aren’t going to be able to stay open.
The majority of our new business comes from referrals because we provide a high level of service to our clients. We also refer business back to our clients whenever possible. We need to work together in order to be successful.
Jeff Norris
CEO
Remote Technology Services
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