Realtrac's Web or Mobile Integration with QuickBooks Online
Seamless QuickBooks Web-Based Mobile Integration
Take control of your business finances with Realtrac’s brand-new web-based application that effortlessly syncs your Realtrac financial data with Intuit QuickBooks Online. Say goodbye to manual data entry and hello to streamlined accounting!
Why Choose Realtrac’s QuickBooks Integration?
- Effortless Syncing: Just like our trusted desktop integrations, our web-based solution allows you to automatically post invoices, credit memos, and purchase orders from Realtrac directly to QuickBooks Online.
- One-Click Exporting: Get a clear view of your business’s financial health instantly. With just one click, your purchase orders and invoices are synced to QuickBooks Online.
- Manage Your Business Anytime, Anywhere: Whether you're in the office, on-site, or on the go, access your financials from any device. Our integration works on-premise, on tablets, or on your mobile devices.
The Realtrac Mobile app has been designed to allow employees input and get critical production data on any device at any location.
Some features available include:
- Ability to search through all open jobs and operations.
- Log in and out of their Realtrac TimeCard time sheet, ensuring accurate record keeping for both your organization and your employees.
- Log in and out of router operations, noting good pieces along with non-conforming pieces that may need to enter your quality workflow.
- Check on the BOM for jobs, pulling the requisite inventory manually, automatically or using bar code scanners to ensure material tracking and costs are applied to job.
- Allow your employees to check on the status of their PTO banks and request time off in real time.
- Use our built in Communicator technology to talk with other Mobile App users along with all users in the office using full Realtrac Client software on Windows.
- Use any device they have on hand to interact with Realtrac - Cell Phones, Tablets, Laptops or Desktop PC's.
Note: Some screenshots may display features under development for the Invoice and Purchase Order interfaces, which will be disabled for customers participating in our beta testing phase.
Sign Up Today!
Do you have employees that need to collect or consume critical data while they are away from their desk? Whether an employee is moving around a large warehouse, or driving a hundred miles to a remote work site, the new Realtrac Mobile App is designed to make sure you capture and deliver essential data no matter where your employees are.
FAQ
Any modern device with a web browser. So Apple or Android phones and tablets. Desktop or Laptop PC’s with any operating system and a web browser.
Realtrac will launch a cloud server that is exclusive for your company and your data. We will provide you a website URL (similar to https://YourCompanyName.realtracsoftware.com). Any of your employees that wish to interact with your Realtrac system can load the website on their device, log in to Realtrac Mobile using their Realtrac employee user name and password, and begin interacting with Realtrac. All data between your employee’s devices, our cloud server and your on site Realtrac server is fully encrypted using a CMMC approved encryption algorithm.
We have programmed the Realtrac Mobile application to interact with the Realtrac database in the server room in your central office in real time. Users on Full Desktop clients can send real time messages to any and all Realtrac Mobile users, and as Mobile and Desktop users input data on Jobs, BOMs, Inventory, etc… all Mobile and Desktop users data is refreshed in real time. It’s like magic!
Any employees that often are mobile. Whether it’s mobile within their office and warehouse on site, or mobile in terms of going off site to their customers locations. Having this tool in their hands reduces errors in data input, improves quality and makes employees feel more empowered.
Realtrac Mobile is licensed by the maximum number of concurrent users. So a customer should project out how many simultaneous users they will expect to be using the application at the same time.
The full manual for the Realtrac Mobile system is available in the Knowledge Base in our customer portal. Please go to https://www.realtrac.com/ and click on the Client Portal to log in.
We built a set of features in to Realtrac Mobile to allow employees to keep track of their TimeCard time (both the raw time and the time approved by their superiors) along with all of their PTO and other earned time bank. Employees are able to request time off through Realtrac Mobile and see if their requests have been approved by their supervisors. Employees are able to communicate in real time through our communicator to other Realtrac Mobile users as well as all users using the full Windows Realtrac Client software. In addition employees can keep track of their work session times and their finished pieces and those with possible non-conformance issues.
Realtrac Mobile improves the quality of the data going in to your ERP. We are more able to accurately track when employees log in and out of their TimeCard sessions, as well as when they log in and out of active work sessions on Jobs and Operations for your customers. Realtrac Mobile customers are able to turn on GPS tracking for Realtrac Mobile app users, so management is able to provide tracability on their raw materials as well as employees if they so choose.