Introduction
Retail sales are the lifeblood of retail. Without being able to access sales data beyond the point-of-sale system, accountants cannot update financial records accurately and on time. The x2x RMH–QuickBooks solution addresses this challenge by making every sale created in Retail Management Hero (RMH) instantly accessible in QuickBooks Online (QBO).
Below is how every step of sales workflow is achieved.
Step 1: Creating Sales in RMH POS
When a customer purchases an item, the cashier scans merchandise at the RMH POS terminal, selects the customer, and completes the sale. The sale is saved in RMH and is ready to be synced with QuickBooks instantly.
Step 2: On-Account Sales & New Customer Creation
Not all sales are a cash sale. In the event of “on-account” sales (payment delayed):
- A new customer can be created in RMH.
- The integration recognizes this new record and imports it to QBO automatically.
- This avoids manual re-entry of customer information.
Step 3: Integration and Data Flow into QuickBooks
After syncing sales:
- Sales Revenue → Posted to corresponding sales account.
- COGS (Cost of Goods Sold) → Updated in the COGS account.
- Inventory → Reduced accordingly in QBO.
- Accounts Receivable → Updated for on-account sales.
Both systems are now identical with correct numbers.
Step 4: Customer Sync Options
Two-way sync of customers is available in the integration:
- Download Customer to RMH → Sync new QBO customers to RMH.
- Upload Customer to QBO → Sync RMH customers to QBO.
Benefits of Smooth Sales Sync
- No redundant entry of sales data
- Real-time visibility into accounts receivable and revenue
- Accurate inventory tracking
- Improved management of customer records
Conclusion
The moment there is a sale made in RMH to the point it appears in QuickBooks Online, the x2x integration provides accuracy, speed, and consistency. That’s less of a headache for your accounting personnel and more time for your sales team to be engaged with customers.
