SourceLink Product

Product Overview

Introduction to SourceLink 2018 products-image1

SourceLink 2018 Standard Edition, which builds on award winning Gold certified SourceLink 5.1, is a powerful document management program that gives you the ability to easily file, retrieve and organize your source documents associated with each QuickBooks record! With complete access and ownership of your company records, you can take control of your documents with the following benefits:

  • No Required Internet based document storage to slow down document retrieval
  • No On-going Monthly or Per Document Fees to add to your business costs
  • No Proprietary Filing system giving you the flexibility for future growth

You can attach, detach, view and email linked documents in Quick-Books with a click of the mouse — the process of linking documents is as simple as adding an attachment to an e-mail. Just click and link files already stored on your computer or scan additional files directly into SourceLink. See Intuit’s Case Study of SourceLink.

SourceLink 2018 Standard Edition includes all document management features of the Plus Edition, in addition to, TurboFolder. With TurboFolder’s predetermined filing structure, linked documents are automatically filed into a centralized location viewable within QuickBooks.

View the flash demo of the new Plus Edition, or call us at (800) 688-4281 to schedule a live online demo!


  • "Gold Developer Certified!" - Intuit

    "Awesome QuickBooks Add-On for 2007!" - Sleeter Group

    "Once you install SourceLink you will think it is a core component of QuickBooks."
    - 2008, John H. Higgins, CPA.CITP, CPA Crossings, LLC

    "Personable [SourceLink] pioneered QuickBooks integrated document management." - T. Steel Rose, CPA, Editor, CPA Magazine.

  • Personable Inc is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
  • SourceLink® and QuickBooks® Financial Software work together to help simplify your financial management. QuickBooks Financial Software gives you the power to manage your business more effectively by providing you with fast, easy and integrated solutions to meet the needs of your business. QuickBooks and QuickBooks logo are trademarks of Intuit Inc, displays with permission.