All Entries Tagged With: "Document Management"
QuickBooks Service Outage – Again!
Just when we thought it was safe to go back in the water…
on Saturday June 19 a number of the QuickBooks services went out for the second time in a week. This time it probably won’t have the same wide ranging effects as the QuickBooks Service Outage earlier this week, but we all need to be concerned.
QuickBooks Service Outage – Affecting Online Apps
Starting Tuesday evening (June 15th) many Intuit web sites and services became unavailable due to a power outage at their data center. Even though you may be using the Desktop version of QuickBooks, this could have a major impact on your ability to conduct business.
QuickBooks CRM with Legrand CRM Pro
A CRM program is used to manage your relationship with your customers. There are many CRM programs available these days, with a wide variation in pricing and capabilities. As I’m interested in QuickBooks, I’ve been looking at CRM programs that integrate with QuickBooks. Today I’m taking a quick look at Legrand CRM Pro. I will be focusing mostly on how it integrates with QuickBooks.
QuickBooks 2010 R5 Update
Intuit has released the QuickBooks 2010 R5 update to manual update, and probably to automatic update later today. This update includes the features I talked about from the short lived R4 update a few weeks ago, without the sales tax bug that was introduced. Let me summarize the “revision mania” here. Then I’ll talk about the changes, and give a recommendation.
QuickBooks 2010 Document Management
QuickBooks 2010 adds an integrated Document Management System to QuickBooks that is very simple to use. This article gives a brief overview of this new feature.
A Document Management System (DMS) is a program that is used to store documents and/or images of paper documents. This can be a very valuable tool for your business. If you have a customer PO that relates to an invoice, you want to be able to find that PO quickly. If you are creating estimates for clients and you are creating supporting documents, you need to be able to access those documents when working with the estimate. A DMS system will help you organize this information and, if it integrates with QuickBooks, let you associate the documents with transactions or other records in QuickBooks.
QuickBooks 2010 Overview
Hot on the heals of my “preview” article yesterday, here is additional information on QuickBooks 2010. This information has been released to ProAdvisors but it hasn’t yet hit the Intuit end-user oriented web sites. I’ll have more details in the coming weeks, with screen shots and more details, when Intuit releases the product.
QuickBooks 2010 contains a number of new features, as well as some improvements of existing features. The following is a quick list of SOME of the new and improved features (please note that this is not a list of bug fixes).
QuickBooks 2010 Preview
Intuit is starting to announce the features that are available in QuickBooks 2010. The first two announced features are a Documentation Management program and Rapid List Entry/Edit.
Review: SmartVault Documentation Management for QuickBooks
I’ve talked about documentation management systems (DMS) and their value to a business in my article on PaperSave Plus. Today I’ll review another DMS system that works with QuickBooks: SmartVault.
This product takes a different approach than PaperSave Plus – it stores your information in an online server rather than in a database on your local computer. In addition, you pay a monthly fee rather than making a one-time purchase. In addition to storing your documents you have the ability to store backups of your company file.
Review: PaperSave Plus Documentation Management for QuickBooks
A Documentation Management System (DMS) is a program that is used to store electronic documents and/or images of paper documents. In this article I’ll talk about PaperSave Plus, a QuickBooks Compatible documentation management system.
If you are working with QuickBooks you may find that you have various documents that you want to associate with transactions. For example, a customer PO to associate with your invoice. A written contract to associate with an estimate. A statement or bill to associate with a check.
