I've been handling my accounting by capturing financial items with a Neat scanning system, massaging exported Neat data to create IIF files, and importing them to Quick Books. The system works but something that allows drill down to the original image directly from Quick Books would work much better.
I have assumed that by now Intuit has the means to store and retrieve scanned images from inside at least one of their products. When I connected with a rep on their site I was referred to a Small Business Consultant who assured me that both their desktop and online products do what I want. I asked for some links to videos on their site that demonstrate their implementation. He promised to Email them to me but that has not happened. I Emailed and left voice but he has not gotten back to me.
After waiting a week I restarted the process on the Intuit site. I was told that someone would get back to me but that has not happened. At this point I am wondering if what the consultant told me was incorrect and no one in their system is willing to admit that they don't support access to scanned imges. It may be that they rely on third party developers to provide such capabilities.
Does someone know if there is a way to store and retrieve scanned images from within Quick Books? If not - have another product to recommend?
Thanks in advance,
Joe Yoder
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Joe,
I can assure you that the online version of Quickbooks supports the attachment of document images.
Also, the desktop version supports that attachment of images, but the process is not as computerized.
Using an online app called Hubdoc the document images are retained online and with integration with the online version of Quickbooks the images and the transaction amounts can be pushed across to the accounting system from Hubdoc.
Contact me directly at, if you want further info at 514 885 4257
Regards,
Richard Mertl
On Tue, Jan 16, 2018 at 1:12 PM, Joe Yoder joe@wheypower.com wrote:
I've been handling my accounting by capturing financial items with a Neat scanning system, massaging exported Neat data to create IIF files, and importing them to Quick Books. The system works but something that allows drill down to the original image directly from Quick Books would work much better.
I have assumed that by now Intuit has the means to store and retrieve scanned images from inside at least one of their products. When I connected with a rep on their site I was referred to a Small Business Consultant who assured me that both their desktop and online products do what I want. I asked for some links to videos on their site that demonstrate their implementation. He promised to Email them to me but that has not happened. I Emailed and left voice but he has not gotten back to me.
After waiting a week I restarted the process on the Intuit site. I was told that someone would get back to me but that has not happened. At this point I am wondering if what the consultant told me was incorrect and no one in their system is willing to admit that they don't support access to scanned imges. It may be that they rely on third party developers to provide such capabilities.
Does someone know if there is a way to store and retrieve scanned images from within Quick Books? If not - have another product to recommend?
Thanks in advance,
Joe Yoder
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Thanks Richard,
I'm reviewing the HubDoc system - some great features but I need to investigate further. I may give you a call in several weeks if that is okay.
Joe
On Wed, Jan 17, 2018 at 10:06 AM, Richard Mertl ramertl@richardamertl.ca wrote:
Joe,
I can assure you that the online version of Quickbooks supports the attachment of document images.
Also, the desktop version supports that attachment of images, but the process is not as computerized.
Using an online app called Hubdoc the document images are retained online and with integration with the online version of Quickbooks the images and the transaction amounts can be pushed across to the accounting system from Hubdoc.
Contact me directly at, if you want further info at 514 885 4257
Regards,
Richard Mertl
On Tue, Jan 16, 2018 at 1:12 PM, Joe Yoder joe@wheypower.com wrote:
I've been handling my accounting by capturing financial items with a Neat scanning system, massaging exported Neat data to create IIF files, and importing them to Quick Books. The system works but something that
allows
drill down to the original image directly from Quick Books would work
much
better.
I have assumed that by now Intuit has the means to store and retrieve scanned images from inside at least one of their products. When I connected with a rep on their site I was referred to a Small Business Consultant who assured me that both their desktop and online products do what I want. I asked for some links to videos on their site that demonstrate their implementation. He promised to Email them to me but
that
has not happened. I Emailed and left voice but he has not gotten back to me.
After waiting a week I restarted the process on the Intuit site. I was told that someone would get back to me but that has not happened. At
this
point I am wondering if what the consultant told me was incorrect and no one in their system is willing to admit that they don't support access to scanned imges. It may be that they rely on third party developers to provide such capabilities.
Does someone know if there is a way to store and retrieve scanned images from within Quick Books? If not - have another product to recommend?
Thanks in advance,
Joe Yoder
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Joe Yoder -
Richard Mertl