Hyperlinks for Receipts
How do I insert link to scanned document.
We are going paperless and I would like to insert a link in the receipts section to link up to the scan image of the receipt
Anybody have any ideas on how to do this
Thanks
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bpV9mkqIur4yUOacwZ5xHE
01/18/12 2:56pm PST
Viewed by asker 03/30/12 1:27pm PDT
Viewed by asker 03/30/12 1:27pm PDT
4 Replies
Jackysupport101
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02/06/12 8:22am PST
What version do you have?
You can use the Document Center if you are using Quickbooks 2012.
03/30/12 1:27pm PDT
I have version 2009
If you have a solution to my solution in this version, would very much love to hear it, otherwise may need to upgrade
Thnaks for your advise
qbteachmt
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03/30/12 1:29pm PDT
QB 2012 has a little paperclip and all of this is handled by QB's functions.
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03/30/12 3:33pm PDT
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With QB 2009 you have a couple of options:
- Upgrade to QB 2012 and use the Doc Center, which allows you to attach a scanned document to almost all transactions and list items (but not all). Documents are stored locally in a folder that is public, so you don't want to store information that has personal info like SSN's. See my review of this at http://www.sleeter.com/blog/2011/09/quickbooks-2012-document-management/. This is free in QB 2012 (US versions).
- You can purchase a third party addon that stores your documents "in the cloud", which has certain advantages, but you incur a monthly charge. There are several, one very good one is SmartVault. I have a review of that which is a bit dated (there are many new features), I hope to have an updated review in a few weeks. See http://qbblog.ccrsoftware.info/2009/09/review-smartvault-documentation-management-for-quickbooks/
- You can also purchase a third party addon for a one time fee that will store the documents locally, more securely than the Doc Center. There are a couple, see my review of PaperSave Plus at http://qbblog.ccrsoftware.info/2009/08/review-papersave-plus-documentation-management-for-quickbooks/
Charlie Russell
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http://wildflowers.russellramblings.com/
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