SourceLink Product

Features & Benefits

Why SourceLink 2018?

SourceLink is the only document management solution fully integrated into QuickBooks that gives you the most features of any comparable product on the market. With its powerful features, SourceLink supports batch processing, single transaction linking, and after-the-fact back filing. SourceLink proves to be the only sustainable and comprehensive solution with the most intuitive approach; SourceLink can link and retrieve files with out the reliance of internet based storage, a proprietary filing system, and does not require the user to pay eternal monthly storage fees. The documents are secured and shared on the Windows Operating System giving you complete ownership, privacy, and access to your business documents.

The Document Management System for QuickBooks

Using SourceLink, you can file and retrieve your source documents to and from the QuickBooks invoices, purchase orders, payments, and any of the 26 different QuickBooks records directly. You can have a clear and detailed audit trail. Also, you can verify any general ledger posting by direct reference to the source document. You can maintain a complete record of your QuickBooks transactions. Analyzing the information in the QuickBooks becomes straight forward as the full wealth of detail is available electronically.

A Paperless Office of QuickBooks

You can use SourceLink to eliminate the cost of filing and storing documents physically and create a paperless office. No more worrying about the file cabinets and the storage of physical papers. You will save a lot of time from filing and searching for the needed documents manually. The benefits of reduced operating costs for your firm can be passed on to your customers, which allow your services to be priced more competitively while maintaining high profit margins. Paperless offices also provide clients with faster service and increased customer satisfaction.

Add More Value And Better Service From Team Work

With SourceLink, accountants and support staff can access source documents together instantly. SourceLink is the groupware that provides the features to assist and improve team work. Your team can locate documents easily and, in turn, respond to the user’s clients’ needs quickly for better service.

Also, your team can also attach and update electronic sticky notes to the different QuickBooks records. These notes can be viewed by all who work on the company file, and bring great communication between employees

The Key Features & Benefits are:

• Fully integrate toolbar
• SourceLink drop down menu
• Show Related Entity/Items
• Drag/Drop linking feature
• Enhanced Link from Outlook feature
• Added SSL email connection to link from all emails
• SourceLink prompt for ‘Deposit’
• Search by ‘Paid’ or ‘Not Paid’ invoices or bills
• Added ‘BCC’ self option in email
• Save TurboScan parameters
• Support multiple versions of QB concurrently
• Follow source files from related transaction
• Retrieve function to pull up SourceLink Window
• Follow source files from related transaction
• Searchable MyNotes
• Retrieve function to pull up SourceLink Window
• Ability to manage and retrieve source files directly from the QuickBooks Records
• Drastically improve your audit trails and data integrity
• Simplify compliance with regulatory mandates
• Attach electronic sticky notes to any of the 26 QuickBooks record types
• Avoid problems with misfiled, damaged, and lost documents
• Secure your privacy of the attached files
• Accomplish your tasks with a well designed and easy to use user interface

Note: Due to the architecture change of QB Canadian 2008-2013 Editions from the previous Canadian 2007 Editions, SourceLink Canadian edition will not work with QB Canadian edition 2008-2013. QB Canadian 2008-2013 users MUST purchase the new SourceLink 2013 US version.QuickBooks Premier Multicurrency edition is a sub-version of QuickBooks Canadian 2007 series, which works with SourceLink Canadian editionAlso, because of the architectural conflict, please do NOT install SourceLink on the system that has both QuickBooks Canadian 2007 and any 2008-2013 editions. If you are not sure which version to purchase, please feel free to call us at 714-430-6944 or send us an email to support@personable.com.