SimpleIndex Document Management Software Support

QuickBooks
Invoice OCR


SimpleIndex Invoice OCR | Back to Videos


When purchase orders are not created, bills must be entered manually. These types of bills often don't require line item data as they represesent expense items instead of inventory. SimpleIndex is able to capture the Vendor, Date, Invoice Number and Amount fields using its OCR pattern matching features. The expense account is linked to the Vendor in a lookup table (e.g. Verizon would always be a "Telecommunications" expense). Once all the data is captured, SimpleQB is used to import the transactions into QuickBooks.


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Reconciling Invoices with Purchase Orders | Back to Videos


This video demonstrates how to use SimpleQB to automatically receive and reconcile bills that have corresponding purchase orders in QuickBooks. When invoices are received against purchase orders, it is only necessary to know the PO Number in order to complete the transaction. Line item data is copied automatically from the PO. When processing is complete, all the purchase orders are marked as received and entries in the Bills section are present for each invoice.


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Using SimpleQB with ABBYY FlexiCapture | Back to Videos


SimpleQB was designed to work with any invoice OCR solution, not just SimpleIndex. Many (much more expensive) solutions are able to capture all of the data on an invoice, including addresses and line items. This video shows how SimpleQB can be used with ABBYY FlexiCapture to OCR both invoice header and line item details into QuickBooks.


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Document Imaging Suite

SimpleIndex
- document capture solution
SimpleView
- document management
SimpleCoversheet
- barcode printing
SimpleSend
- document distribution
SimpleExport
- automatic data conversion
SimpleQB
- Quickbooks data import
SimpleOCR
- OCR engine & freeware