I have found two applications that will do this function.
Smart Vault and PaperSave Plus.
Anyone using either of those products with QB 2009?
"DotCom2" wrote in message
We are running QB Pro version 2009 and are looking into what is the best
add-on for scanning invoices, docs, etc. right into QB.
First, is it even possible and if so what would you recommend?
<<no need for an add on.>>
I think the jury is out on that statement. With the newest version your
documents can be stored in the cloud or on your PC. There is a cost for
this service and if your documents are stored on their server and you
don't continue with their service you lose access to the documents.
Also, I believe that Intuit took the basics of the Smartvault technology
for their service. The real service has more options.
..."if your documents are stored on their server and you
don't continue with their service you lose access to the documents."
This is a deal breaker for me! If we would want to cancel service, or if
their biz goes belly up or we sell our biz then POOF, your docs are gone!
That would be fine if you are just trying to scan to save time going back
and forth to filing cabinets but our intension is to go "Paperless" so the
fact that you have no local retention is just not going to work. And that's
too bad because I really like the user interface with SmartVault. I'm
looking at PaperSave Plus and it looks like a better choice for our needs
although the interface isn't as nice and I don't like the fact that there is
no visual indication that you actually do have something attached to a
transaction other than doing a keyboard key combination but I'll take that
little inconvenience over not having local storage. I also like the fact
that there is no monthly ongoing cost. Although the price of the software
is not cheap, it's not bad for a one time charge. I also found Sourcelink
which could also be a possibility. In any event, not being able to keep
your records when you discontinue service is just not what I am looking for.
Thanks for the tip Laura!
"Laura" wrote in message wrote:
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