Creating vendor and customer drawers inside eFileCabinet only takes seconds with our integration. Identifying information called profile data is pulled from QuickBooks and transferred to eFileCabinet for you, no duplicate data entry required. Profile data includes items such as invoice numbers, check numbers, vendor names and more. Saving this information into eFileCabinet allows you to search for these keywords and retrieve files quickly. Our "Link eFileCabinet to QuickBooks" window appears after you save a transaction in QuickBooks, asking if you have any supporting documents such as a printed bill, email, etc that you would like to associate with that record. Scan, browse or search eFileCabinet for the document and then hit attach. It's that easy!
At eFileCabinet, we never stop looking for ways to make your office more efficient. By purchasing our integration with QuickBooks, you will be able to link customers, vendors, invoices, bills and more between our electronic document management software and QuickBooks. With the click of a button, all profile/meta data and supporting documents associated with a transaction in QuickBooks can be stored in eFileCabinet.
Finding effective solutions for managing business data is one of biggest obstacle businesses encounter in reducing costs, improving service and increasing productivity. Companies around the world have realized that manual and paper-based processes for managing mission critical documents and files are inefficient and expensive.
eFileCabinet offers a suite of Electronic Content Management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. More than 22,000 users worldwide rely on eFileCabinet solutions to store, share and protect their valuable and confidential business data assets.
eFileCabinet offers several core products designed to address essential business data needs including eFileCabinet, an EDM solution to store and manage important business documents, SecureDrawer, a client portal/file sharing service to share and collaborate and Concentus Online Backup to protect documents and files in a secure, online repository.
Electronic document management is a fundamental component of the accounting and auditing practices of today. Customers require rapid response service and access to information. Consequently, the physical storage and retrieval of documents becomes time consuming and problematic particularly as practices grow and the volume of documents increases. eFileCabinet is the trusted solution for thousands of accountants nationwide.