We are incredibly excited to announce that our electronic document management software is now integrated with Intuit’s QuickBooks!
This integration provides users with a more efficient way to link their QuickBooks records with documents stored in eFileCabinet.
Users are 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.
Along with a faster file search, the integration tool streamlines the document storage process. 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.
Current customers can purchase the integration by logging into My Account. If you would like to purchase eFileCabinet V5.0 and the QuickBooks Integration, contact a sales representative at 877-574-5505.