RMS to Quickbooks

Mar 04, 2005 6 Replies

When I first bought this system the resaler told me it would do everything I need. Since then I have found I have to have quickbooks also for Invoices and accounting. We have set up All our Items, customers and vendors in RMS and have just put Quickbooks 2003Pro on our system. Do we have to manually do all our Items and everything all over again? I see about exporting accounting but nothing about Items and Vendors. Sorry if this is stupid question or has been answered. I did manage to make Quickbooks see RMS and vice versa.


RMS can easily import your items, vendors, customers, accounts and terms.

Look in the index of the user guide for RMS under QuicbBooks. Its an easy process.

Setup access to company file in RMS manager via File->Configuration->Accounting Import accounts RMS manager via Utilities->Import Quickbooks

That should bring everything you entered in quickbooks over to RMS.

After this you need to match your accounts under RMS Manager Journal->Assign GL Accounts.

Cheers

Jami

This may be a little late, but I use QB, and have found that the Vendor bills must be entered manually again into QB if you want to use the vendor payable sub-system (and why wouldn't you!). Having it post to a GL account is simple, but you can't use the vendor system to control discounts, credits, multiple bills on a check, etc. Their integration is far inferior to the integration that QB Point of sale does with QB Retail Pro. Had I known that this function is rudimentary, I would have never purchased RMS. I now spend double the amount of accounting I did when I used the 2 QB's system. Also, when posting batches to the GL (as a journal entry), it does not allow you to post to the Sales tax payable account in QB. You have to manually change the sales tax payable entry to indicate the taxing authority (Vendor Name) and the correct GL account. RMS has purposely been vague what the integration means. If you are thinking about buying this, and the accounting is a key to your operation, plan on adding staff or a lot of additional time to keep the accounting current.

accounts and terms.

QuicbBooks. Its an easy

Quickbooks

over to RMS.

Manager Journal->Assign

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I believe that you can import from a csv file into quickbooks, but I may be mistaken. I usually let the accountant handle setting up QB, but I seem to remember someone asking me for a file for that purpose...

You can get a csv file by exporting a report from RMS...

  1. We just bought RMS and installed it. We were running some tes transactions to see how it works with QuickBooks 2005. When we pos batch transaction into QB, RMS indicated that the post was don successfully, but when we checked in QB, nothing was brought over. No sales, no cash. Does anybody know why

  1. Is it true that you'd have to enter vendor bill again in QB if

want to use QB's vendor payable function? Also, if QB doesn't allo sales tax to be posted to sales tax payable account, it seems tha there are a lot of extra entries to be done..

  1. I have tons of other questions but seems neither Microsoft no

Intuit can be of help... what other resources I have

  1. How does RMS compare to QB Retail Edition?

This may be a little late, but I use QB, and have found

  1. We just bought RMS and installed it. We were running some test transactions to see how it works with QuickBooks 2005. When we post batch transaction into QB, RMS indicated that the post was done successfully, but when we checked in QB, nothing was brought over. No sales, no cash. Does anybody know why?

  1. Is it true that you'd have to enter vendor bill again in QB if I want to use QB's vendor payable function? Also, if QB doesn't allow sales tax to be posted to sales tax payable account, it seems that there are a lot of extra entries to be done...

  2. I have tons of other questions but seems neither Microsoft nor Intuit can be of help... what other resources I have?

  1. How does RMS compare to QB Retail Edition?

This may be a little late, but I use QB, and have found

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