QuickBooks Integration Data

We are in the process of changing POS/accounting software - I decided on RMS

2.0 and just had it installed on one computer last week. I have not decided on an accounting solution yet, but my accountant says his firm is more familiar w/QuickBooks than anything else.

My question to everyone who uses QuickBooks is what information is passed from RMS to QuickBooks? I know the G/L is, but I wasn't sure what other data would be (i.e., customer data and purchase history).

Another question would be how you would best handle receiving product and vendor invoices Normally, we get a product in with only a packing list, then a couple of days later we get the actual invoice. I know Quickbooks receives items w/o a bill - how would this be best handled in RMS? Is their bidirectional information passed between QuickBooks and RMS? I currently use QuickBooks with a separate scheduling software with another business of mine that integrates this way (changes in one program is updated in another and vice versa automatically).

Does SBF a better product to integrate with RMS, or is QuickBooks?

Reply to
Jason Kelton
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Reply to
Jason Kelton

Hi Jason...It's basically summary data...pretty limited detail...no customer history or specific invoices...I would reccomend you contact the Jean Holland Group...Jean's an expert at integrating with acounting (and specifically with QB); she may have some custom interface that enhances it but to be honest I am not sure...feel free to email me directly if you need her contact info...

Regards, Todd Jensen

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Reply to
Todd

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