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.