Keep all your documents in one place while integrating them with what you already do in QuickBooks™.
Capture invoices from email and scanned snail mail, index them to extract vendors, dates, and totals. Approve them according to policy and send the details to QuickBooks™ for payment, then automatically update the invoices with payment details for full circle handling. Find the invoices and associated documents easily in FileHold using powerful search features for audits, customer service, etc.
Integration options
| Name | Description | Skill level | Type |
|---|---|---|---|
| FastFind | Search FileHold using information on QuickBooks™ screens. | Basic | Optional feature |
| Print to FileHold | Add purchase orders, invoices and other documents generated by QuickBooks™. | Basic | Optional feature |
| Database dropdown menus* | Synchronize data in QuickBooks™ to selection lists in FileHold. | Intermediate | Included |
| Schema lookup* | Automatically fill fields from data in QuickBooks™. | Intermediate | Included |
| Search by URL | Link to sets of documents with matching information such as purchase orders. | Intermediate to advanced | Included |
| Document links | Add direct links to documents. | Basic | Included |
| Export script | Send approved invoices as bills to QuickBooks™ via Intuit Interchange Format (IIF) files. | Intermediate to advanced | Custom feature |
| Payment updater | Update invoices in FileHold with payments from QuickBooks™. | Intermediate to advanced | Custom feature |
* May require FileHold External Integration option or third party ODBC/OLE driver.
