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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / We are attempting to l...
Microsoft Dynamics RMS (Archived)

We are attempting to link Dynamics RMS with Quickbooks 2009 Pro on a Windows Server 2008 terminal. Anyone have step-by-step instructions on how to accomplish this? Not having any luck thus far. Thanks!

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Posted on by Chris Arkwright 20

We are attempting to link Dynamics RMS with Quickbooks 2009 Pro on a Windows Server 2008 terminal. Anyone have step-by-step instructions on how to accomplish this? Not having any luck thus far. Thanks!

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I have the same question (0)
  • Trent Bourgois Profile Picture
    Trent Bourgois on at

    Hello Chris,

    Thank you for your questions.

    Have you tried the steps found in this article? :

    How to integrate QuickBooks with Microsoft Dynamics Retail Management System Store Operations
    https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;EN-US;836444

    Please let us know if you have any other questions.

  • tzar Profile Picture
    tzar 20 on at

    I also tried the instruction here, but this didn't work for me, we have the same concern

  • Trent Bourgois Profile Picture
    Trent Bourgois on at

    Hello Tzar,

    Thank you for the update.

    Please provide more detail about the issues you are having with QuickBooks integration.

    What version of Quickbooks are you using? What version of RMS?

    Where exactly did you run into problems? Do you get any error messages?

  • Sarah C Profile Picture
    Sarah C 45 on at

    I am using RMS 2.0 and QB Pro 2011 and I am having the same problem with RMS not "talking" to QB anymore.  This happened when we replaced my old computer that was running Windows XP and my new computer is running Windows 7.....?  I had been "posting my batches" from RMS to QB for the past few years and never had a problem as long as my QB program was open when I did this.  Also, the error message I get states that "Could not connect to QuickBooks.  Error details: An internal QuickBooks error occured while trying to access the QuickBooks Company data file."  I have tried to change the data file location on both the RMS side (which won't let me because it's greyed out) and on the QB side (on the actually computer) to no avail.....?  Thanks.

  • Suggested answer
    Sarah C Profile Picture
    Sarah C 45 on at

    I think we figured it out.  With Windows 7 you have in your Control Panel a "User Account Control".  It is set at the default.  I 'lowered' the setting and then re-booted my computer, opened QB, then opened RMS MGR and I was able to "post my batches" successfully.  QB did prompt me to "allow or give permission" to RMS to talk to QB, I did allow and wallla, it worked.  I did go back into the Control Panel and re-set the User Account Control back to the default.  I am assuming that I will either do this process each time I want to "post the batches" or decide if I want the setting at a lower setting.  I hope this info helps someone else too!

  • Community Member Profile Picture
    Community Member on at

    How do I sync customer, vendor, etc tables if I already have this info in RMS and need it in Quickbooks to start integration?

  • Sarah C Profile Picture
    Sarah C 45 on at

    I'm sorry but I don't know, because we did not put all of our customers into QB.  We only use QB for the accounting side and use RMS Manager and RMS POS for the customer side.  I set up all the vendors separately and manually in QB as I needed them.  If I figure something out, I'll post again.

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,382 on at

    You can only import from QB, not the other way.

    Open RMS Help | Search | Quickbooks | export

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