QuickBooks Integration

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

Locations

You have enough to deal with running a business in Myrtle Beach, SC. You’ve got employees to manage, clients to meet with, vendors to call, and work to be done. And you’re good at it.

So that’s what you should focus on. Don’t let struggling with technology hold you back.

At Remote Technology, our goal is to serve as your completely outsourced IT department. That means more than just fixing a computer or two and selling you some new software – it means working as your business partner, focused on helping you use technology to improve how you do business.

What would you say is your Charleston, SC company’s most valuable resource? It’s not money – that’s what you’re here to make. It’s not technology (we’d love to say otherwise, but we’d just be making ourselves look good). And it’s not people, though you’re getting closer. Give up?


It’s time.


Time is what rules your day. It’s directly connected with productivity, which means it is at the center of your cost-effectiveness and how you deal with potential business opportunities.

Think of the last time you had to deal with an IT problem. Could have been as small as a jammed printer, or as huge as a complete network crash. How much did that cost your business? We don’t mean just the price of repairs.


Every minute lost to IT problems wastes resources you can’t get back. That’s why at Remote Technology, we focus on proactive solutions to save you time and prevent problems before they start.


When you partner with our team, you get the benefit of every solution we’ve ever developed for all the businesses we work with – and trust us, that’s a lot. We have the experience and expertise to protect your business from anything that could hold you back.

Take a look around your Florence business for a moment. Don’t linger, but just take in all of the technology you use. The computer workstations, the printers and copiers, the telephones, the servers and routers and all of that. Just get up, walk around for a moment, and then come back. We’ll wait for you.


You back? Great.


So how much did you spend on all of that? How much will you have to spend on it again in a month? 6 months? A year?


How predictable are your IT expenses?

GET IN TOUCH

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.

CONNECT

Call (800) 478-8105 today to schedule your free technology assessment

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.

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