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Subject Author Date
Integrated RMS with Quickbooks sabribo 01-02-2009
Posted by sabribo on January 2, 2009, 7:03 pm
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We are running Microsoft RMS and would like to start integrating it with
Quickbooks. Before we get started, does someone know what to do about the
following:

- We are running RMS 1.3 and have Quickbooks Pro 2006 (US version). The user
manual only specifies Quickbooks 2003. Will RMS integrate with a later
version?
- We only use RMS for POS functions for a retail store. The goal would be to
have billing and inventory done in Quickbooks and not in RMS. If we use the
Sales Total + Tax assignment for the GL (which I think is all we need), would
this record individual products correctly, so that the inventory in
Quickbooks is accurate?

Posted by Craig on January 3, 2009, 10:10 am
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We use Quickbooks 2009 and have the integration working with no problems. As
far as your second question, I don't believe the inventory would get updated
within QB. RMS is a inventory management solution so it assumes you are
controlling inventory within RMS. I may be wrong in that but am pretty
confident it won't work that way. There may be a way to export the sales
from RMS and import it into QB but I've never looked into it. Ideally you
would want RMS to control all aspects of your inventory and have QB manage
the accounting end.
Craig

> We are running Microsoft RMS and would like to start integrating it with
> Quickbooks. Before we get started, does someone know what to do about the
> following:
>
> - We are running RMS 1.3 and have Quickbooks Pro 2006 (US version). The
> user
> manual only specifies Quickbooks 2003. Will RMS integrate with a later
> version?
> - We only use RMS for POS functions for a retail store. The goal would be
> to
> have billing and inventory done in Quickbooks and not in RMS. If we use
> the
> Sales Total + Tax assignment for the GL (which I think is all we need),
> would
> this record individual products correctly, so that the inventory in
> Quickbooks is accurate?


Posted by sabribo on January 3, 2009, 2:27 pm
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The reason we are trying to control the inventory through Quickbooks is that
we also have an online store that syncs up with Quickbooks. The goal is to
have both the online store and the retail store match up to the same
inventory. Assuming that we ran the inventory through RMS, are there ways to
interface the online shopping cart with RMS?

Thanks a lot for your help!

"Craig" wrote:

> We use Quickbooks 2009 and have the integration working with no problems. As
> far as your second question, I don't believe the inventory would get updated
> within QB. RMS is a inventory management solution so it assumes you are
> controlling inventory within RMS. I may be wrong in that but am pretty
> confident it won't work that way. There may be a way to export the sales
> from RMS and import it into QB but I've never looked into it. Ideally you
> would want RMS to control all aspects of your inventory and have QB manage
> the accounting end.
> Craig
>
> > We are running Microsoft RMS and would like to start integrating it with
> > Quickbooks. Before we get started, does someone know what to do about the
> > following:
> >
> > - We are running RMS 1.3 and have Quickbooks Pro 2006 (US version). The
> > user
> > manual only specifies Quickbooks 2003. Will RMS integrate with a later
> > version?
> > - We only use RMS for POS functions for a retail store. The goal would be
> > to
> > have billing and inventory done in Quickbooks and not in RMS. If we use
> > the
> > Sales Total + Tax assignment for the GL (which I think is all we need),
> > would
> > this record individual products correctly, so that the inventory in
> > Quickbooks is accurate?
>

Posted by drwalkertx on January 8, 2009, 11:27 pm
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Separating the functions between Quickbooks and RMS can be a challenge, but
we never manage inventory in Quickbooks. It is significantly inferior to RMS
for this purpose - just compare the number of attributes RMS tracks for an
inventory item compared to Quickbooks, then look at the inventory wizards,
reports, matrixes, etc.

Customer tracking and engagement is also much better in RMS than Quickbooks,
including purchase histories, customize customer fields, store accounts,
discount schemes, etc. Again the advantages are huge and the information is
at the Point of Sale where you engage the customer, not in the back office
where you count their money!

Suppliers need to be tracked in both systems because RMS does a much better
job of Purchse Order management; yet Quickbooks pays those vendors. With
proper integration RMS passes closed PO's to Quickbooks and enters them as
Bills to be paid.

Finally, you might look at Nitrosell which connects your RMS Store database
to the web with a First Class ecommerce solution.

Bottom line, in our experience, QB is a fine accounting package; but its
generic "one size fits all" approach makes running a retail operation with it
painfully inefficient. When properly integrated, you can post all of your
daily sales, inventory, and vendor payable activities to quickbooks in just a
few seconds.

Good Luck!

drwalkertx
Preferred Retail Systems
www.ezprs.com

"sabribo" wrote:

> The reason we are trying to control the inventory through Quickbooks is that
> we also have an online store that syncs up with Quickbooks. The goal is to
> have both the online store and the retail store match up to the same
> inventory. Assuming that we ran the inventory through RMS, are there ways to
> interface the online shopping cart with RMS?
>
> Thanks a lot for your help!
>
> "Craig" wrote:
>
> > We use Quickbooks 2009 and have the integration working with no problems. As
> > far as your second question, I don't believe the inventory would get updated
> > within QB. RMS is a inventory management solution so it assumes you are
> > controlling inventory within RMS. I may be wrong in that but am pretty
> > confident it won't work that way. There may be a way to export the sales
> > from RMS and import it into QB but I've never looked into it. Ideally you
> > would want RMS to control all aspects of your inventory and have QB manage
> > the accounting end.
> > Craig
> >
> > > We are running Microsoft RMS and would like to start integrating it with
> > > Quickbooks. Before we get started, does someone know what to do about the
> > > following:
> > >
> > > - We are running RMS 1.3 and have Quickbooks Pro 2006 (US version). The
> > > user
> > > manual only specifies Quickbooks 2003. Will RMS integrate with a later
> > > version?
> > > - We only use RMS for POS functions for a retail store. The goal would be
> > > to
> > > have billing and inventory done in Quickbooks and not in RMS. If we use
> > > the
> > > Sales Total + Tax assignment for the GL (which I think is all we need),
> > > would
> > > this record individual products correctly, so that the inventory in
> > > Quickbooks is accurate?
> >

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