QuickBooks Document Management - Attaching Files to Transactions

[SqueeGee]

We're trying to streamline operations which includes having less physical documents to file and track. Being that many vendors now send us PDF's of our invoices, I want to be able to attach these files to the transactions that are associated with them in Quickbooks. The benefits of this arrangement are obvious.

So the newest version of Quickbooks (2012) includes a version of this feature . Also, there is a highly rated plug in called Paper Save Plus http://www.papersaveplus.com.

I'm wondering if anyone here has tried either of these solutions and if so, what comments you might have on your experience.

FWIW, the upgrade to Quickbooks would run me about $150. The plug in would run double that.

I'm waiting on a call back from Paper Save to ask them how their program is different from what's now essentially "free" from Quickbooks.

 

[signswi]

Good question. I know how to do it in Salesforce but haven't tried it in QuickBooks. Hopefully someone here has, would be good to know.

 

[SqueeGee]

The salesman called me. There doesn't seem to be any significant differences between the QB2012 version and the Paper Save Plus version. PSP will allow you to view all attachments outside of QB in a separate window but I'm not sure how that would be beneficial to me. We'll likely just upgrade QB and go from there.

 

[SqueeGee]

I downloaded the QB update and tried out the document attachment. It's pretty straight forward and works well. So far so good!

 

[Kevin-shopVOX]

I know it can be done with signVOX easily. With Quickbooks does it only work with QuickBooks online or is it a local feature as well?

 

[SqueeGee]

Local