Tag: Document Management
SmartVault vs Bill.com
In an ever crowded arena of web-based applications available today, two stand out as essential for any thriving business. SmartVault is a powerful online document management system and Bill.com is the best in breed for online payables (and great for online receivables too). Both have the ability to store documents – so which should you [...]
QuickBooks Online Document Management with SmartVault
For many businesses Document management is a key function. You need to store important documents securely, and in a way that lets you retrieve them easily. You need to be able to access them while you are in your office as well as when you are traveling. You need to easily share documents with clients, [...]
QuickBooks Online Document Attachments
Intuit recently introduced a document attachment feature for QuickBooks Online. Let’s take a look at what you can, and can’t, do with this feature. Note that we are saying “document attachment” and not “document management”. There is a world of difference. Attaching a document to a transaction or record in an accounting system can be [...]
QuickBooks Online–Changes for November 2012
Here’s a preliminary look at some changes that you’ll see in QuickBooks Online in the next release coming out in November 2012. Please note that I haven’t had a chance to play with any of these new features at this time. I won’t show screen shots because the details may vary by the time this [...]
I Like My Fujitsu ScanSnap S1500 Scanner
I guess that says it all. I have several scanners in my office, but the one that I always use is the Fujitsu ScanSnap S1500 (and, no, Fujitsu didn’t give me one, I bought it myself). Is it perfect? Well, no, but I love the way it works in my particular situation. Let’s take a [...]
Why Can’t QuickBooks Restore Backups Correctly?
Spring is in the air and that makes me sneeze, which makes me easily irritated. So I’m going to take it out on Intuit today, to complain about the way that QuickBooks handles backups, particularly how backups are restored. Making backups of your critical data is an essential business process, one that I find that [...]
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 [...]
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