Discussion:
[NF] Scanned images and Quick Books
Joe Yoder
2018-01-16 18:12:24 UTC
Permalink
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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Richard Mertl
2018-01-17 15:06:11 UTC
Permalink
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
Post by Joe Yoder
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
2018-01-19 03:37:38 UTC
Permalink
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
Post by Richard Mertl
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
Post by Joe Yoder
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
Post by Joe Yoder
drill down to the original image directly from Quick Books would work
much
Post by Joe Yoder
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
Post by Joe Yoder
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
Post by Joe Yoder
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
--- StripMime Report -- processed MIME parts ---
multipart/alternative
text/plain (text body -- kept)
text/html
---
[excessive quoting removed by server]

_______________________________________________
Post Messages to: ***@leafe.com
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Searchable Archive: http://leafe.com/archives/search/profox
This message: http://leafe.com/archives/byMID/profox/CABQeDnW7LP4AYGY+***@mail.gmail.com
** All postings, unless explicitly stated otherwise, are the opinions of the author, and do not constitute legal or medical advice. This statement is added to the messages for those lawyers who are too stupid to see the obvious.
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