Document management for QuickBooks™

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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.

Search for Documents from Third Party Applications using FastFind

Print-to-FileHold Virtual Printer Driver