Accounting Integration & Reports

QuickBooks

The Realtrac ERP System integrates with QuickBooks accounting software, offering a real-time ERP system for job shop management. QuickBooks has been our primary integrated financial and accounting software partner since 1996.

Features:

  • Eliminates duplicate data entry—when Realtrac customer invoices and vendor purchase orders are posted, duplicate invoices and POs are created in QuickBooks, updating accounts receivable and customer/vendor information.
  • Simplifies the preparation of payroll for hourly shop employees with Realtrac Employee Time Summary reports.
  • Combines shipping, invoicing, customer sales analysis and forecasting, purchasing, PO tracking, inventory control, and job costing into one system.
  • Quickly see what vendors supply an item and expedite purchase orders.

No wonder QuickBooks accounting has become the overwhelming choice of metalworking job shop software and our integrated partner for real-time financial management!

Peachtree by Sage Accounting

Realtrac ERP System also integrates with Sage 50 (Peachtree) accounting software, which eliminates duplicate data entry. When Realtrac customer invoices and vendor purchase orders are posted, identical invoices and POs are created in Sage 50, updating customer balances and general ledger accounts.

Features:

  • Simplifies payroll preparation for hourly employees with Employee Time Summary reports.
  • Combines shipping, invoicing, customer sales analysis and forecasting, purchasing, PO tracking, inventory control, and job costing into one system.
  • Allows for easy entry and payment of vendor invoices.
  • Generates reports that confirm when invoices and purchase orders are posted or why records failed to post, serving as an audit trail of transactions.

Here’s what clients had to say:

“For many years we have depended upon Realtrac for scheduling and costing jobs on a real-time basis. We are now able to handle all our job-related shipping, invoicing, and purchasing in Realtrac, and easily post invoices and purchase orders to Peachtree software to handle accounts receivable, collections, and payment of vendor invoices. We have found Sage 50 to be a full featured, flexible accounting program for a company our size, and we will not hesitate to recommend the use of Realtrac and Sage 50 (Peachtree) to other job shops.” (David Weber, President of a machine shop in Bryan, Texas)

“We are currently using Realtrac in conjunction with Sage 50 (Peachtree) accounting software. We are very pleased with their performance together, and how it enhances both products, making them much more efficient.”

(Thomas Schaeffer, Controller of a precision machining and fabrication services company in Lehighton, Pennsylvania)

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Realtrac Accounting Setup

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