Why does SourceLink always ask me if I want to link files after I create a new record?
This is the default setting of SourceLink, however you can disable this feature by:
- Clicking on the “Option” menu at the top of SourceLink
- Click on “Configuration” within the “Option” menu
- Uncheck “Always prompt at Save” within the Configuration window
- Click the [Apply] button
Why is SourceLink always on top of all my other programs?
This is a default setting of SourceLink, which keeps SourceLink on top of your other windows so it won’t be hidden by them. To disable this setting:
- Clicking on the "Option" menu at the top of SourceLink
- Click on "Configuration" within the "Option" menu
- Uncheck "Always on top" within the Configuration window
- Click the [Apply] button
What do other accounting professionals use SourceLink for?
With the support for a multitude of QuickBooks records, the accounting professionals are using it in many cases. Here are a few examples:
- Keep track of written agreements or contracts by associating them to a customer in QuickBooks
- Look up Vendor Invoices and also find its associated Bill
- Scan a customer refund check into their computer and associate it with a credit memo
- Group together all related documents regarding an Invoice such as a customer's purchase order or a vendor's bill with the invoice for easy access.
- Retrieve from a Journal Entry the accounting information, employee information or even vendor information directly.
- Use sticky notes to communicate among multiple QuickBooks users.
Will SourceLink affect the size of my QB data file?
SourceLink will NOT affect the size of the QB data file, because SourceLink does not make copies of the source files. The user will only add about 30 bytes for each link. So even with 1,000 linked files, SourceLink only adds 30KB to the QB data file.
Please see Complete list of supported lists and transactions
What type of scanner do you recommend?
It depends on your individual needs. If you will be doing lots of scanning, we recommend a scanner with an automatic document feeder (autofeeder). List of Compatible Scanners
What if a computer hard-drive crashes or I’m upgrading to a new computer?
You will always be able to upgrade to a new computer as long as SourceLink is uninstalled from the previous system. In the case of hard drive crash and you didn't have a chance to uninstall SourceLink, we have to reissue a new CD Key. The fee is $59 per user license for Workstation and Server version.
Can I have a longer trial?
The company policy is 10 trials. Every time a company is opened, that counts as one trial. That means if only one company is being for the day, one trial would last the entire day. They can also download the install file on other computers, and would have more trials.
How does licensing work?
Licensing for SourceLink is one license per computer. Once SourceLink is installed on a workstation, it will work with all versions of QuickBooks on that computer and any number of companies.
Why don't I see any activity from SourceLink when i'm using QuickBooks?
Make sure that the "Don't allow any applications to access this company file" option is not checked. To do this go to the QuickBooks "Edit" menu, then "Preferences", "Integrated Applications" and finally "Company Preferences". If you are still having trouble after this option has been disabled, please send an email to firstname.lastname@example.org or give us a call at (714) 430-6944.
Will SourceLink support both QB 2007 and QB 2008 versions?
Due to the architecture change of QB Canadian 2008 Editions from the previous Canadian 2007 Editions, SourceLink 4.1 Canadian edition will not work with QB Canadian edition 2008. QB Canadian 2008 users MUST purchase the new SourceLink 5.1 US version. Also, because of the architectural conflict, please do NOT install SourceLink on the system that has both QuickBooks Canadian 2007 and 2008 editions. Please note that QuickBooks Premier Multicurrency edition is a sub-version of QuickBooks Canadian 2007 series, which works with SourceLink Canadian edition. If you are not sure which version to purchase, please feel free to call us at 714-430-6944 or send us an email to email@example.com.
What file types am I able to link to my records and transactions?
You can link any type of file, including documents, images, and even ZIP files, into the lists and transactions in QuickBooks.
SourceLink and QuickBooks Financial Software work together to help simplify your financial management. QuickBooks Financial Software gives you the power to manage your business more effectively by providing you with fast, easy and integrated solutions to meet the needs of your business. QuickBooks and QuickBooks logo are trademarks of Intuit Inc, displays with permission.