The Benefits of Integrating Document Management Software with QuickBooks

Docuxplorer writes: For any company, financial documents are of utmost importance. Documents such as: Invoices, ledgers, sales orders, receipts and paychecks, to name a few, all factor in when a company assesses its financial health. Top document management software (DMS), like DocuXplorer, allows for the seamless and easy integration with QuickBooks as well as Microsoft Office, giving you a powerful DMS that makes it easier to do business in an organized fashion. Now you can take care of your bookkeeping and know your financial files are being stored centrally. Additional benefits of QuickBooks integration are discussed below.

Integrating QuickBooks Within Your Document Management Software Makes Filing Easier

When doing business, we are usually concerned with making money. Organizing documents and files usually comes as a later forethought, especially when we can’t find a particular item. QuickBooks integration of important financial documents eradicates this need to file something later. DocuXplorer’s easy QuickBooks import function and easy-to-understand filing options simplifies the filing process to a few clicks. Once a file is imported, classified and moved to its appropriate drawer, your documents are all set. They are centrally stored and easily locatable by anyone in your company who has access to your document management software.

QuickBooks Integration Ensures that Files are never “Lost” 

Back in the day when companies filed their financial documents, they usually wound up in file cabinet drawers that became packed over time with hard copies. Unless your document clerks were very organized, documents easily became misplaced. Document management software, like DocuXplorer, helps ensure that your files remain in the system, and that they get classified according to either a default online filing system type or one that the firm can customize to suit its own needs. Having the DMS and QuickBooks working together, allows for more time doing productive work, and less time creating hard copy folders that must be moved, stored and sent offsite or destroyed. Less time is spent copying, faxing, and scanning documents, and more time saving documents in digital format, which on the whole, takes up less storage space, and can result in an abundant amount of money saved for your firm.

QuickBooks Integration Allows for Access to Documents for Offices with Multiple Locations

Many companies now have multiple offices that need to collaborate online. While centralized storage greatly increases the efficiency of file access, document management software such as DocuXplorer, allows for custom tailored access to document types based on an employees roles or responsibilities. This greatly improves efficiency and ensures security for particular documents which may contain sensitive financial or legal content. Additionally, given that files can be easily saved from applications like QuickBooks, there is no need for handling a hardcopy, which makes your new filing system digital with virtual capabilities – giving you the added benefit of saving a lot more documents utilizing a lot less space, and not requiring as much physical offsite storage space to rent or manage.