Scan Invoices into QuickBooks
Posted by Allison Semancik on Tue, Nov 10, 2009
With PaperSavePlus, a document management add-on for QuickBooks, you can scan invoices into QuickBooks. Once the invoices are scanned into QuickBooks, you can quickly retrieve them on-screen instead of searching through a filing cabinet for a paper invoice.
How Does It Work?
After you have entered your bill into QuickBooks, PaperSavePlus will ask you if you want to add a document to the bill you just entered - as shown below. You can turn this reminder off, if you want to work in QuickBooks but not scan or add documents.
Once you click Yes, you will presented with the PaperSave Add a New Document window. Here you can enter additional information about the invoice you are scanning into QuickBooks. All of the fields are optional. You can also customize this window to suit the needs of your business.
Once you are finished entering information about the invoice, place your invoice in your scanner and click ScanNow.
The invoice will immediately be scanned and attached to the record you just entered into QuickBooks.
Now, if you ever needed to access that invoice, you can quickly open it up within QuickBooks.
With scanned documents, you can:
1. Make notes on your scanned documents for all users to see
2. Print the scanned document
3. Save it in another location such as a USB drive
4. Email the document
When you click the Email button, the scanned image is attached to an email (as shown below) so you can quickly email it to someone.
You can see how scanning invoices into QuickBooks increases your efficiency. There is no time wasting searching for paper documents, office space is more organized and documents are no longer lost.
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