Make Your QuickBooks Integration Quick and Easy

By Joan Honig, DocuWare – If your company already uses QuickBooks what does a document management solution bring to the table? Document management does what QuickBooks can’t in terms of capturing, storing and enabling retrieval of digital documents without you ever having to leave the QuickBooks interface. Document Management is a powerful collaborative tool and a resource for your accounting team that can be accessed by customer service, order processing, project managers and other departments that need customer and vendor information. You can also automatically generate transactional information and easily import it into QuickBooks eliminating manual data entry and greatly reducing errors.

Why wait to get more value from QuickBooks? When you’re ready to start, these field-tested recommendations will help you avoid common mistakes and needless frustration.

Practical tips to prepare for your integration

  1. Start with high-level planning to fully understand the structure of your accounting system.If there are several divisions in your company, find out how their accounting processes are different and whether you are dealing with multiple QuickBooks implementations. For example, a DocuWare customer manages seven golf courses. Each golf course is a separate entity in terms of business practices, and each one has a separate QuickBooks installation. Uncovering this at the beginning of the planning process prevents headaches later.

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