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Top Benefits of Incorporating Automated Workflow into Your Document Management Software

Businesses usually have internal mechanisms through which processes such as purchase requests, supply orders and payment for goods and services received are subjected to before they can be approved. Organizations that are not yet paperless would have to physically take the documents to the different managers for approval. This is not only tiring but it is time-consuming as well and in today’s fast-paced business environment, that is quite unacceptable Read More »

Document Management Software Vs. Online Storage

As businesses grow, they often find that their local file servers have reached their end-of-life and they are now difficult to maintain. In an attempt to fulfill their document storage needs, these firms often opt for online public cloud services such as Google Drive or Dropbox, only to realize that these platforms are not scalable, have poor functionality and are prone to external attacks.

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Five Reasons Document Management Software Can Save Your Company Money

In this digital day and age, most businesses are able to save substantial amounts of money and resources by investing on Document Management Software solutions, which are truly one of the greatest inventions ever made for business. Document Management Software (DMS) is so crucial for businesses to thrive in the digital age as it acts to centralize all business content of any company. Read More »

QuickBooks Document Management

QuickBooks Document Management

DocuXplorer for QuickBooks is an essential document management feature that offers users the ability to automatically add or find documents in DocuXplorer from a QuickBooks menu item. Hard copy or electronic documents related to transactions can be retrieved instantly and, if necessary, emailed to the concerned party, all through DocuXplorer's QuickBooks document management.

This optional module, available for both US and U.K. versions of QuickBooks, allows DocuXplorer to access your QuickBooks company data and automatically create a DocuXplorer cabinet with drawers for each section of QuickBooks - Customer, Vendor, Employee or Bank. Docuxplorer's QuickBooks integration is easily accessed from the QuickBooks menu item.

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 appropriate drawer the first time a document is added. DocuXplorer uses the QuickBooks transaction data to index documents with client or vendor name, reference number, date of transaction, etc.

After creating and saving a transaction entry in QuickBooks, you can ‘Add’ a scanned in document or ‘Import’ an electronic document to a DocuXplorer folder with all the pertinent index information (date, vendor, amount, etc.) automatically associated with the document. Retrieving the document is simple: go to the transaction in QuickBooks and the DocuXplorer Query Results List displays all the documents associated with the transaction.

DocuXplorer's QuickBooks document management works with any version of QuickBooks 2005 or later. And, of course, DocuXplorer can also be used to manage all your other business documents along with accounting document management.