SimpleQB 2 lets you import QuickBooks transactions in batches from a database. When combined with SimpleIndex® OCR and barcode recognition this creates a fully automated solution for tasks like receiving bills from invoices. Watch the demo video to see SimpleQB 2 in action.
SimpleQB 2 is a powerful tool for exchanging data between any database and any QuickBooks transaction. It works with SimpleIndex by sharing a common database where document data is stored. SimpleIndex exports document indexes to the database, then SimpleQB imports that data into QuickBooks.
The database can also be used to find and view documents linked to transactions in QuickBooks
(Simple QB 1 functionality - see below).
Because of this open design, SimpleQB can be used with any scanning application or database, including more advanced software that can recognize line items and other repeating elements on invoices.
SimpleQB 2 demos are available by request only. Please Contact us to request a demo.
SimpleQB can also add a SimpleIndex scanning and viewing menu to QuickBooks. SimpleQB will automatically index scanned documents or files on your network using information from the current transaction such as Customer Name or Invoice Number. A second interface lets you view images associated with the current customer, vendor, or transaction in SimpleIndex.
Unlike other QuickBooks scanning applications, SimpleQB comes with the full power of SimpleIndex. While scanning from within QuickBooks is efficient for day-forward operation, historical documents can be scanned more efficiently using the automation features of SimpleIndex. These files can be added to the SimpleQB database and viewed from within QuickBooks.
Additional users can view documents from QuickBooks using SimpleSearch. Only one SimpleQB license is required for all QuickBooks users.
More on QuickBooks Document Management
SimpleIndex makes QuickBooks Document Management easy with its powerful automation features, streamlined workflow and 1-click interface.
|Can SimpleQB be used to scan in receipts and invoices which are then matched to the files kept in the QuickBooks System?|
|Can SimpleIndex integrate with Microsoft SharePoint?|
|Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?|
|Does SimpleQB access or modify my QuickBooks database in any way?|
|Will LoanStacker automatically upload files to my loan processing or document management system?|
|How does LoanStacker work?|
|How can I convert the CSV index data files from SimpleIndex to a format compatible with my document management system, EMR, CMS, CRM or other software?|
|Who should use LoanStacker?|
|Will my documents require barcodes to be recognized by LoanStacker?|
|Can I add my custom documents to the LoanStacker document dictionary?|
Whether you are a small business trying to manage your paper, a government agency or non-profit trying to scan on a budget, or a multi-national corporation looking to distribute scanning throughout the enterprise, SimpleIndex is the perfect solution for quickbooks document management.
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