QuickBooks is an all-in-one accounting software. QuickBooks’ features help businesses to simplify their work process and take up their productivity a notch above.
Documents involving QuickBooks generally include hard copies or electronic documents that accountants need to maintain in order to keep track of finances. Moreover, the paperwork generated during the creation of the document is too enormous, making management a difficult job.
The solution for this difficult management is the integration of a document management app with QuickBooks that can streamline the digital storage and link these files with the software. The integration adds functions like accessibility and file sharing to QuickBooks.
There are a plethora of applications that can be easily integrated with QuickBooks. Even the applications that reduce paperwork by automating the data fall indirectly in the category of document management.
“When it comes to document management, time tracking is an essential aspect. Explore our recommended document management apps and learn about the time tracking options available in the detailed list of ‘8 Time Tracking Apps to Integrate with QuickBooks in 2023‘.”
Here are 9 document sharing applications which can be integrated with QuickBooks:
Table of Contents
1. Zoho Docs
Zoho has a lot of applications that help companies experience functionalities, like expense tracking, invoice management, and document sharing. With Zoho Docs integrated with QuickBooks, users can easily search, collaborate, and share files irrespective of their location.
Moreover, its functionality actually grows if Zoho Docs is integrated with cloud-hosted QuickBooks as added functionalities like remote access, reduced upfront costs also come into play. It’s an industry-friendly application, and every company, be it retail, construction, or healthcare, can use it.
Tracking of accounts payable and Vendor invoices is a part of effective document management. Beanworks integrates with QuickBooks and simplifies recordkeeping by capturing and organizing company invoices. It results in an easy search and payments, giving rise to efficient record management.
FileHold is best-suited when it comes to the digitization of documents by companies. It is normally used to scan various types of documents like paperwork, including invoices. The working of Filehold is it takes out the data from documents and allows individuals to create their own structures.
Moreover, FileHold can be used by hosting the application on the cloud and can be easily integrated with QuickBooks on the same platform.
Accounting firms use eFileCabinet as it gives viable storage solutions for all the documents irrespective of the industry. The process is cloud-based, and it allows users to upload and share documents from any device or location securely. The subscription plans vary with storage space and the number of users.
The purpose of Mavenlink is to manage the expenses for the projects that have been running on QuickBooks. This software can be integrated easily with both QuickBooks Desktop and QuickBooks Online.
It even gives a number of customization options, and one additional feature of the software is the filing of taxes becomes quite easier. Since it reduces the paperwork involved in a tedious job like tax-filing, it falls in the category of document management.
ExpenseWatch is an application that can be integrated with QuickBooks quite easily. It is normally used to simplify the expense structure that is associated with a company. Moreover, simplification of the financial transactions like reimbursements, bills, and invoices has been the functionality of this software.
By doing this, ExpenseWatch helps manage the documents that are involved and save a significant amount of time and money for the employees, vendors, and end-users.
Bill.com is not a full-fledged document management application. Its main functionalities include securing billing on the electronic media. Since it integrates with QuickBooks and saves paperwork, time, and money by automating the data to reduce human efforts and errors, it can play a significant role in document management for a business.
SmartVault is a highly preferred application by accountants. It stores the documents like quotations or invoices on the QuickBooks when integrated. Thus, finding it within QuickBooks reduces the tediousness in an accountant’s job, and he or she can share the documents with others quite easily. In addition to it, SmartVault has quite high security as well and is known to maintain and upgrade its security standards regularly.
9. Box For Business
Box for Business is a very important and useful software when it is used for collaboration purposes. It offers a simple, suave, and secure way to store data files like spreadsheets, transaction documents, inventory tracking files, and many more. It is an admired, and popular software among retail workers, contractors, and financial consultants, where sharing and editing documents is done quite frequently.
QuickBooks is already very popular software among small, medium, and large enterprises as it is studded with amazing features. With these highly reliable and affordable document management integrations, businesses can only think of edging ahead of others in this cut-throat competition.