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Realtime for QuickBooks - Frequently Asked Questions



Who is Trinity Realtime?

We're a private software development company located in the heart of Silicon Valley. We specialize in e-commerce, Internet and accounting programs. Our founders have over 25 years experience as practicing CPA's and entrepreneurial computer systems developers. You can learn a lot more about us from other pages on this web site. We invite you to explore as much as possible to find out what kind of products we like to produce. And what a special company Trinity Realtime really is.


What is Realtime for  QuickBooks?

It's our first transparent interface software product aimed at a specific accounting program's user-base to permit the real-time processing of web-store sales. In this case, the target users are retailers and wholesalers that currently use, or are prospects to use, Intuits' QuickBooks Pro, Premiere or Enterprise versions, including most vertical applications of QuickBooks. Realtime for QuickBooks integrates seamlessly and invisibly.


Do I have to use QuickBooks Accounting to be able to use Realtime?

Yes. Realtime is designed expressly as an add-on interface for QuickBooks. If you would like to know more about QuickBooks and how it might work for your business, Click Here.


Do I need any special training to use Realtime for QuickBooks?

Absolutely not. The program is easy to install and ready to use right out of the box. Since you already know how to use QuickBooks, you'll need no additional training to use Realtime for QuickBooks. If you have ANY problems at all, you can consult your Trinity Dealer or email the Company for any help you require.


What do I need to get started with Realtime for QuickBooks?

As mentioned before, you'll need QuickBooks, 2003, 2004, 2005 and 2006 . You'll also need to have a Web-store or intranet order system and a full-time Internet connection. Click Here to find out about other requirements.


Will Realtime for QuickBooks work with a really small web-store? Or a large one?

We made Realtime for QuickBooks very flexible and scalable. It can handle stores that sell only one item, or it can be scaled up to handle an unlimited number of different items. It's the only web-store interface that can do that. The only limitations to the number of items or number of customers is QuickBooks's capacity.


Can I restrict which customers can have access to Realtime for QuickBooks?

You decide who has secure access and who doesn't. You can select from three different login levels:

  1. Guest - these are the first-time and occasional visitors to your site who may make a purchase but who haven't formally registered as an 'open account' - No login or password required
  2. Registered Users - these are the regular visitors to your site - they have formally registered and been granted 'open account' status so when they place an order, you already have their billing and ship-to information on file - No password required
  3. Secure Users - these are a special class of customers that you want to allow access to sensitive information that is unavailable to the general public and other classes of customers - Username and password required


I sell to consumers and businesses. Will Realtime for QuickBooks handle both?

Realtime for QuickBooks has both Business-to-Business AND Business-to-Consumer formats built in. You can configure Realtime for QuickBooks to fit any situation you have. It's very adaptable.


Can I write really long descriptions about the products in my web-store?

As long as you like. Realtime for QuickBooks lets you describe your products with as much text as you want to use. The text fields are virtually unlimited.


I have lots of different items on my web site. Will my customers be able to search through my pages to find what they want?

You bet. We think Realtime for QuickBooks has the best search features of any web-store database. It lets customers search by Category and Sub-categories. The powerful search engine in Realtime for QuickBooks accepts multiple keywords and uses Logical Operators to swiftly zero in on the precise items requested. Since the customer will find what they're looking for faster, they'll be able to check out more items while they're visiting the site.


My customer's like to see detailed pictures of my products when they're shopping online. Does Realtime for QuickBooks allow for pictures?

Yes. It lets you include a thumbnail photo with every item listing...and it lets the customer zoom-enlarge that image for close-up examination with a single mouse click. Don't worry about using up the available resources of the program with too many pictures, either. You can include an unlimited number of items with thumbnail and zoom-enlarged images.


I use a multi-layered pricing structure for different customers. Does Realtime for QuickBooks support variable pricing?

Yes. Realtime for QuickBooks mirrors the pricing structure you've programmed into QuickBooks. Remember, everything is "transparent" between QuickBooks and Realtime for QuickBooks. Additional pricing feature that cannot be handled in QuickBooks can also be available by using custom price codes.


Does Realtime for QuickBooks support credit card purchases?

Yes. Seamlessly. Realtime for QuickBooks comes ready for Realtime Web-Site Authorization and, as an option; you can have it approve credit cards in 'real-time'. We recognize that most online purchases are made with credit cards so we built in the most secure and simple-to-use credit card processing system available anywhere.


What other forms of payment can Realtime for QuickBooks handle?

Practically any way you want to accept payment. Including Electronic Checks, debit cards, pre-payment credits, and future invoicing. It's up to you.


Do I have to get a separate 'Shopping Cart' in addition to Realtime for QuickBooks?

Nope. Realtime for QuickBooks includes its own proprietary shopping cart... in fact, it's one of the most powerful and popular shopping carts used on the Internet today. Over 2,600 web stores already use the core shopping cart software that's incorporated in Realtime for QuickBooks. Realtime for QuickBooks's shopping cart includes all the latest functions and a lot of extra ones no one else has.


Can Realtime for QuickBooks interface with my store AND my warehouse?

Yes. It has a built-in single warehouse interface that lets you maintain up-to-the-second inventory control at the same time you update your main store accounting records.


How does Realtime for QuickBooks handle shipping?

Like a charm. This is one of the program's real strengths (it has quite a few). In real-time, every order is automatically processed for shipping charges and taxes (did you know 44 States charge tax on shipping?). Realtime for QuickBooks offers two optional shipping plug-ins: (1) United States Postal Service rates calculator; and (3) a user defined shipping interface (requires custom configuration). You've gotta see how smooth this feature works to really appreciate it. After your customer clicks the 'checkout' button at the end of their order, Realtime for QuickBooks immediately (in a matter of seconds) calculates the exact or estimated shipping cost for the order and displays it on the screen. You can even configure the program to add a 'handling' fee to the shipping charge so you can collect revenue for processing orders.


How does Realtime for QuickBooks handle sales taxes?

Realtime for QuickBooks automatically calculates and reports the sales tax for all US jurisdictions and all International locations. You can be assured that all applicable taxes are collected and reported with no human intervention required. Since tax collection is where most accounting errors occur, this feature in Realtime for QuickBooks is immeasurably valuable to have.


Some of my customer's qualify for special discounts. Can Realtime for QuickBooks handle variable discounting?

Yes. Realtime for QuickBooks has its own enhanced discounting system built-in. You can configure any type discounting program you need and then let Realtime for QuickBooks do the work.


What kind of support can I expect to receive?

Realtime for QuickBooks comes with three levels of support. First, you have your Trinity Dealer to provide assistance when you need it. Second, you can visit this web site anytime 24-hours a day 7-days a week and get a tremendous amount of technical support, upgrades and other helpful advice. And thirdly, you have the absolute guarantee from Trinity that its software is fully tested and proven safe and functional before you get it. Few other add-on interfaces provide such a comprehensive umbrella of product support for its customers. A fourth level of support is also available: for a small fee, users can purchase a blanket service contract that provides 100% protection for all their Trinity e-commerce software.


What other services does Trinity provide to its Realtime for QuickBooks customers?

In addition to the basic software, Trinity is available to provide the following fee-based services:

  • Professional Web Design & Graphics
  • HTML programming Assistance
  • Custom Animation Creation (Flash Programming)
  • Custom User-Defined Software Modification
  • FedEx Warehouse Shipping Integration

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