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? THANKS!
- posted
12 years ago
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? THANKS!
I have found two applications that will do this function. Smart Vault and PaperSave Plus. Anyone using either of those products with QB 2009?
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? THANKS!
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 > SmartVault, hands down. But if you upgrade to a newer version of QB,
..."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!
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 > SmartVault, hands down. But if you upgrade to a newer version of QB,
My comments were directed towards the Intuit service provided with the
2011 QB program. Smartvault purchased directly from them > ..."if your documents are stored on their server and youYes, but I just found out that SmartVault is the same thing. Cloud storage only and once you quite the service, POOF your files are gone! Not an option for me at least.
My comments were directed towards the Intuit service provided with the
2011 QB program. Smartvault purchased directly from them > ..."if your documents are stored on their server and you
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