Standard Ed features

Sourcelink Product

Features & Benefits

Why SourceLink 2019?
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 without 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:
  • new_ico Fully integrate toolbar
  • new_ico SourceLink drop down menu
  • new_ico Show Related Entity/Items
  • new_icoDrag/Drop linking feature
  • new_ico Enhanced Link from Outlook feature
  • new_icoAdded SSL email connection to link from all emails
  • new_ico SourceLink prompt for ‘Deposit’
  • new_icoSearch by ‘Paid’ or ‘Not Paid’ invoices or bills
  • new_ico Added ‘BCC’ self option in email
  • new_ico Save TurboScan parameters
  • new_ico Support multiple versions of QB concurrently
  • new_ico Follow source files from related transaction
  • new_ico 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
  • 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.