What Types of Documents Can I Save in QuickBooks?

With PaperSavePlus, you can scan or save documents to QuickBooks so you'll always be able to find them - instead of searching through filing cabinets.

You Can Save All Types of Documents Including:

Purchasing 

  • Requisitions 
  • Purchase order forms
  • Receiving documents
  • Vendor invoices
  • Checks 
  • Photographs
  • Warranty information 
  • Certification forms

Sales

  • Customer purchase orders
  • Pick lists
  • Custom forms 
  • Packing slips 
  • Invoices
  • Receipts 
  • Sales orders
  • Contracts
  • Agreements

Financial

  • Bank transactions
  • Bank deposits
  • Account maintenance
  • Bank statements
  • Bank reconciliations
  • Financial statements

Payroll and Human Resources 

  • Resumes 
  • Employee reviews
  • Benefit forms
  • Time and expense sheets 
  • Background checks
  • Credit reports 
  • I-9 forms 
  • Vacation requests
  • W-4 forms
  • Identification photos 
  • Employee agreements

Inventory

  • Item descriptions
  • Price lists
  • Photos of inventory

Save Documents Not Related to QuickBooks

  • Marketing materials
  • Annual reports
  • Meeting minutes
  • Articles of interest
  • Correspondence