SimpleQB also lets you automatically link scanned documents or network files to QuickBooks transactions.
SimpleQB lets you import QuickBooks transactions in batches from a database. When combined with SimpleIndex OCR and barcode recognition this creates a fully automated solution for tasks like receiving bills from invoices. Watch the demo video to see SimpleQB in action.
SimpleQB is a powerful tool for exchanging data between any database and any QuickBooks transaction. It works with SimpleIndex by sharing a common database where document data is stored. SimpleIndex exports document indexes to the database, then SimpleQB imports that data into QuickBooks.
The database can also be used to find and view documents linked to transactions in QuickBooks
Because of this open design, SimpleQB can be used with any scanning application or database, including more advanced software that can recognize line items and other repeating elements on invoices.
SimpleQB demos are available by request only. Please Contact us to request a demo.
Affordable Document Management
Monday, 14 November 2022
SimpleIndex® is a great solution for small businesses and departments that need a quick and affordable way to scan, organize and view documents. SimpleIndex provides a wide variety of retrieval options, many of which require no special software to find and view documents. The most basic solution uses Windows folders and filenames to organize and
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Accounts Payable Automation with RPA
Thursday, 20 January 2022
In just a few clicks, you can an inbox full of invoices to data entered into QuickBooks Online (or any other accounting system) with SimpleIndex and Astro RPA. The first step is to run our SimpleInvoice job to capture the data from your invoices. Then, with one more click, fire up the robot and grab
How to activate SimpleQB?
Wednesday, 04 September 2019
Please refer to the Wiki Documentation for the complete SimpleQB Installation reference. Activation Instructions SimpleQB Option A – New SimpleQB Installation: If you are installing SimpleQB on the Windows computer for the first time first download SimpleIndex from one of the following SimpleIndex Download Installation links below. SimpleQB Download Link for use with SimpleIndex v9SimpleQB Download Link for use
What is Document Imaging?
Wednesday, 31 July 2019
Document Imaging was the more commonly used term in the early days of document scanning and OCR and refers to any system used to replicate documents used in business. It evolved from the microfilm days where it was referred to as Document Image Management. Document Imaging allows for the scanning of paper documents, as well
SimpleQB – QuickBooks Company File Warning
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete SimpleQB Procedure Configuration reference. If a message that indicates what QuickBooks file that SimpleQB will be uploading with and OK or Cancel option is required to avoid accidentally uploading into the wrong QuickBooks company file when multiples are used. “Be advised: selected procedure “SimpleQB Config Path” will be run in the
Is it possible to search for and retrieve documents with Windows desktop search?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Searchable PDF reference. Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements
- Published in Database & Retrieval, Export, Office PDF Text Processing
Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
Wednesday, 28 February 2018
purchase order
- Published in Database & Retrieval, SimpleQB
Can SimpleQB be used to scan in receipts and invoices which are then matched to the files kept in the QuickBooks System?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete SimpleQB reference. Yes, That is exactly what SimpleQB was designed to do. SimpleQB uses the information from your QuickBooks documents to file images under the appropriate customer/vendor, document type, document number and date. Simply pull up the corresponding file in QuickBooks and click scan!
- Published in SimpleQB
Is the document Search/Retrieval and View functions available in SimpleIndex or available only with the SimpleSearch add-on module?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete SimpleSearch reference. All of the search functions can be used with any SimpleIndex license. SimpleSearch is only needed to enable searching from other workstations.
- Published in Database & Retrieval, Licensing & Installation
Does SimpleQB access or modify my QuickBooks database in any way?
Wednesday, 28 February 2018
information about the current customer
- Published in SimpleQB
How do you configure full text searching in Retrieval mode?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Database Settings reference. On the Database tab there dropdown in the lower portion of the panel for Full Text OCR Field. Put the name of the field that will store the full-text data there. This must be configured both for Insert and Retrieval mode configurations. The database field
- Published in Database & Retrieval, OCR
SimpleInvoice Invoice Processing Solution
Wednesday, 17 January 2018
SimpleInvoice is a preconfigured solution that uses the OCR and dictionary matching functionality of the SimpleIndex scanning and indexing software to automatically capture key information from invoices needed for Accounts Payable processing. SimpleInvoice requires minimal configuration to get started, and comes with everything you need to capture most common invoice styles. Use SimpleInvoice to: Capture
Searching and Viewing Documents
Wednesday, 04 October 2017
If you have not yet decided on a plan for how to organize your electronic documents for later retrieval, you should take some time to consider the possible options. There are several ways to search and view documents processed with SimpleIndex® Use SimpleSearch to use keyword searches to find and view indexed documents Use SimpleView
