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Quickbooks
Integration

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Products >> Optional Modules >> DX for QuickBooks
 
DocuXplorer - QuickBooks Integration

DocuXplorer for QuickBooks provides users the ability to automatically add, auto-index, and, find documents while in QuickBooks from a QuickBooks menu item.

Hard copy or electronic documents related to transactions can now be stored for instant access and, if needed, communicated via email, fax or print to the concerned party.

Click here to view a short video demo of Docuxplorer for QuickBooks

In addition, Docuxplorer can be used as to manage all your other business documents along with your accounting documents.

Docuxplorer for QuickBooks Integration is accessed from the QuickBooks menu item.

After creating a transaction entry in QuickBooks and saving it you can Add a scanned in document or Import an electronic document to a DocuXplorer folder with all the index information relating to that document automatically associated with the document..

The DocuXplorer for QuickBooks Integration uses your QuickBooks company data to automatically create a Cabinet with Drawers for each section of QuickBooks; Customer, Vendor, Employee, or Bank.

As you add a document, DocuXplorer uses your QuickBooks data to determine the Vendor, Employee, Bank or Client name and automatically creates a folder in the proper Drawer the first time a document is added.

DocuXplorer uses the QuickBooks transaction data to index the document with Client or Vendor Name, Reference number, date of transaction and more.

Retrieving the document is simple, just go to the transaction in QuickBooks and select to bring up the DocuXplorer Query Results List displaying all the documents associated with the transaction.

The QuickBooks Integration Utility is an optional add-in to Docuxplorer and is priced at $250 for a single user and $500 for a multi-user site license. DocuXplorer for QuickBooks is designed to work with QuickBooks 2005 or later.

 

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