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Document management integration with accounting

Integration with Intuit’s QuickBooks sees electronic document management fit into accounting software to boost efficiency

By ECM Plus staff

ECM Plus +++ eFileCabinet has just released its latest integration with Intuit’s QuickBooks accounting software.

According to the firm, the integration provides users with a more efficient way to link their QuickBooks records with documents stored in eFileCabinet.

“The integration is a natural fit because both eFileCabinet and QuickBooks aim to provide the tools and features users need to quickly access their data and make everyday tasks more efficient” commented Matt Peterson, President and CEO of eFileCabinet. “QuickBooks users who adopt eFileCabinet as their electronic document management solution will not only be able to be more productive, but reduce the amount of paper in their office as well.”

eFileCabinet said that users will be able to link information for customers, vendors, invoices, bills and more between eFileCabinet and QuickBooks. Profile data such as invoice numbers, check numbers, vendor names, etc. are pulled from records entered in QuickBooks and associated with supporting documents stored in eFileCabinet. Saving this information into eFileCabinet allows users to search for these keywords and retrieve files quickly.

The company confirmed that the integration tool would also be able to streamline the document storage process for when a transaction is saved in QuickBooks, a window appears, prompting the user to store any supporting documents such as a printed bill, invoice, address change or email in eFileCabinet. Users can scan, browse or search eFileCabinet for the file and then the document along with its profile data is stored inside eFileCabinet.

“We want to make document management as easy as possible for our customers,” added Peterson. “This integration delivers an extremely powerful search tool for retrieving business critical data and reduces time spent on data entry, two time-saving features every office needs.”


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