Quickbook document imaging, QB Document Management image



 SourceLink
   Plus Ed-US
   Standard Ed-US
   Management Ed-US
   Plus Ed-Can
   Standard Ed-Can
   Management Ed-Can
 DataMover
 Mobile qbConnector

 

    

 
 
Reviews

Intuit ProConnection® Newsletter: Easy QuickBooks Document Management
"SourceLink® 5.1 Standard Edition from Personable Inc. is a fully integrated document management system for QuickBooks accountants and bookkeepers and their clients. Sourcelink lets users file, retrieve and organize source documents by associating them directly with QuickBooks records."

- Intuit ProConnection® Newsletter - Vol. VIII, No. 7

ProAdvisor Review: Score 9.44 (Spectacular!)
"SourceLink®4.1 Standard Edition gives you the ability to file, retrieve and organize source    documents associated with QuickBooks records."
- By QuickBooks® ProAdvisor Susan Gaswirth from Intuit
Success Story: CPA Stays Organized with SourceLink®
“SourceLink and QuickBooks will save time, postage, file space, and headaches in the    future!”
- Margaret Colman, CPA and the Certified ProAdvisor
Intuit Market Place: Ranked 5 stars from Customers Ratings  
"This affordable QuickBooks add-on is a great way for small businesses to get into    document management”
- Bonnie J Nagayama CPA and President of McWilliams & Associates, Inc. "Sourcelink Tech support was very available and responsive to my feedback and they    solved the problem with an upgrade very quickly. The program is easy to install. The    program is unobtrusive - if you don't open the Sourcelink Window you're not aware of it”
- RP Portsmouth, New Hampshire
Get in Control in QuickBooks with SourceLink Management Edition
“Add SourceLink to your shopping list of innovative technology tools that will help you get    things done better and faster. SourceLink ME is a powerful tool for businesses that are using    QuickBooks. It is directly integrated with QuickBooks to give you the tools you need to    control your finances better. ”
- John Higgins, The Sleeter Group Article
Documents Management Review
“The Management Edition of SourceLink incorporates the workflow automation tools that    provide you with the functionality to help you keep better tabs on the cash flow of your    business.”
- John Higgins, CPA.CITP, Strategic Advisor and co-founder of CPA Crossings.
SourceLink 5.1 Document Management System - A compelling solution for    QuickBooks users
“I strongly recommend you get a demonstration of this software so you can see how easily    and effectively it allows you to organize the documents that support your QB transactions.    With the ability to link a scanned document to a particular transaction you can save a lot of    time looking for the necessary paperwork when creating a sales invoice or paying a vendor    bill. In addition it helps you secure better internal controls by having direct access to the    original document from within QB, as well as the ability to route documents for approval.”
- John Higgins, CPA.CITP, Strategic Advisor, CPA Crossings, LLC.
Link your source documents to your QuickBooks transactions with highly rated    SourceLink 4.1.
“This useful tool has proven itself again and again in the marketplace, as it has been used    by accounting professionals and their clients to stay organized.”
- By Intuit
SourceLink Works   
“One thing I appreciate is the folders and files and scanned documents are not embedded in    QuickBooks, but are on the client's hard drive (or elsewhere) and can be accessed    directly through Windows Explorer. The cost is worth it and I highly recommend it to anyone    who needs to keep documentation together for any reason. ”
- By J. Lowry "QuickBooks ProAdvisor"
Document Management: What's the best choice for your practice?
   Overall Rating:
   
“The system is very simple and easy to use. The most attractive feature is the ability to    access documents directly from within the QuickBooks transaction entry screen.”
- By the CPA Technology Advisor - Vol. 17, No. 3


Awards

Awesome QuickBooks Add-on For 2007!
"SourceLink lets users instantly store and retrieve financial records - bills, invoices,    customer agreements, etc. - directly from QuickBooks."
- By Doug Sleeter, The CPA Technology Advisor and The Founder and President of    the Sleeter Group

SourceLink® Grabs the Gold
"Award winning gold certified SourceLink, from Personable Inc., automates the flow of    documents to save thousands of dollars every year for its users. "
- By Intuit



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