Is there a way to export RMS Store Operations daily summary totals to QuikBooks?

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Posted on by Community Member Microsoft Employee

Good afternoon,

We have a customer who has an outside accountant. The outside accountant uses QuickBooks and would like to have the customer be able to export daily summary totals in Sales, Taxes, Charge Cards and Cash to QuikBooks, as opposed to sending all the details on all transactions. Is this possible and if so, how would one go about doing it?

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nChannel 370 on at

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Re: Is there a way to export RMS Store Operations daily summary totals to QuikBooks?

Hi Jim,

We will be releasing a cloud based integration solution shortly for RMS to Quickbooks that should make this process much easier. It will also allow you to connect RMS to other channels like POS and other eCommerce systems like eBay. www.nchannel.com/connect-microsoft-dynamics-rms-2

If you'd like to get in touch with us now, we can keep you posted when our RMS Quickbooks solution is finished.

Thanks,

nChannel

info@nchannel.com

1 800-406-8217
Community Member Microsoft Employee on at

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Re: Is there a way to export RMS Store Operations daily summary totals to QuikBooks?

Hello Jim,

Jeff is correct; RMS does support integration with QuickBooks, so you can import your sales data into QuickBooks so you can use the reports and features to review the information as you wish.

For more information on setting up the RMS 2.0 and QuickBooks 2009 and later integration, please review the following Knowledge Base article:

mbs2.microsoft.com/.../kbdisplay.aspx

Please let me know if you have any additional questions.

Scott Wardzinski

RMS/POS Technical Support Engineer
Jeff @ Check Point ... 13,380 on at

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Re: Is there a way to export RMS Store Operations daily summary totals to QuikBooks?

Have you looked at the QuickBooks file method?

SO Manager | File | Configurations | Accounting tab | QuickBooks file

But if that's only what the accountant wants to see, fire him/her and get a real one. How do they plan on finding out what's been received for the day? What's the AP and AR? How about shrinkage? New Suppliers,

They best way is to have RMS send QuickBooks info (not the GL only) and then once a week/month/quarter send the Accountant his/her own Accountant's copy to massage. That's already built into QuickBooks.