Tag: Document Management
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
Are You Safeguarding Information When Sharing Files with Others?
As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?
QuickBooks 2012 R8 Released
Intuit has released the QuickBooks 2012 R8 update for the U.S. version of QuickBooks. This is another major update for the 2012 product, with a long list of changes. Please note that I have not had the opportunity to check or confirm each of the issues listed here. At the time I’m writing this the [...]
QuickBooks 2012 R5 Released
Intuit has released the QuickBooks 2012 R5 update to the U.S. versions of QuickBooks. There are quite a few changes here, ranging from minor and cosmetic issues all the way up to some major changes. There are some important changes to permissions and data access as well as some fixes for tricky issues in Enterprise price/cost [...]
Canon ImageFormula P-150 Scanner
I’m branching out a bit to do some hardware product reviews, as I’ve been trying things to address some tasks that I need to do in my business. Document scanning is a big issue, for a variety of reasons, so this week I’m talking about the Canon ImageFormula P-150 document scanner. This is a “personal” [...]
QuickBooks 2012 R3 Released
Intuit has released the QuickBooks 2012 R3 update for the U.S. versions of QuickBooks. Here is an overview of what the update contains. There is an extensive list of changes, which is not unusual with the R3 release of any version of QuickBooks. Some are bug fixes, some are enhancements, and there is at least [...]
QuickBooks 2012 Document Management is Changing Again!
Document Management has been an optional feature in QuickBooks since the 2010 release. The product has evolved over the past two years, and with QuickBooks 2012 we see not only some improvements, but also a dramatic change in how the product is offered. Local storage of documents is free. In addition, the ability to store [...]
QuickBooks 2012 Overview
QuickBooks 2012 is Coming! Set for release later in September, QuickBooks 2012 contains a significant number of new features, as well as improvements to existing ones. Some additions have me very excited and are very welcome. FIFO inventory, Serial/Lot Tracking, Lead management, free local attached documents, and much much more! This article will list the [...]
Speeding up Your SmartVault Drive
If you’re experiencing slow performance with SmartVault’s Mapped Network drive when using Windows 7, here is a trick that should greatly improve the performance.
QuickBooks Plus Subscriptions
With all of the hoopla surrounding the release of QuickBooks 2011 many people have overlooked one of the significant marketing changes – QuickBooks Desktop subscriptions through the QuickBooks Plus program. Let’s take a look at what this is, and how it will affect both users and ProAdvisors.
