QuickBooks receipt and invoice scanning

Scanning bills, receipts and invoices into QuickBooks saves typing them twice and puts the source document one click away from each transaction. The difference between tools is how much they automate: some just attach an image, while others read the vendor, date and amount and create the transaction for you.

Scanning into QuickBooks with SimpleIndex

• Scan or import paper and PDF invoices and receipts in batches, from any scanner or from email.
• Read the data: SimpleIndex with SimpleInvoice reads the vendor, invoice number, date, PO number and amount, matching vendors against your list.
• Create the transaction: SimpleWorkflow turns the indexed results into QuickBooks transactions, such as bills, with the source file linked so it opens from the transaction in one click.
• Desktop and Online: one SimpleWorkflow license covers QuickBooks Desktop and QuickBooks Online. It's included with a SimpleIndex Professional workstation license, or $500 on its own.

The same setup works for receipts and expense documents, and keeps a searchable archive of every document outside QuickBooks as well. See QuickBooks invoice scanning.

When to step up

For line items, GL coding, PO matching or complex approvals, see AP automation software. Ask for a demo with your own invoices, or call 865-637-8986.

Related

Receipt OCR  -  Accounts payable OCR  -  AP automation software