Quickbooks Invoice Scanning Solutions
SimpleQB allows you to automatically link scanned documents or network files to QuickBooks transactions.
SimpleQB also lets you import QuickBooks transactions in batches from a database. When combined with SimpleIndex OCR and barcode recognition, tasks like receiving bills from invoices can be fully automated.
This demo shows SimpleQB in action.
The database can also be used to find and view documents linked to transactions in QuickBooks.
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.
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.
Use SimpleIndex and SimpleQB you can scan invoices, recognize the vendor, invoice number, amount, date, PO number and other data, then import them into the QuickBooks receive bills screen automatically.
SimpleQB demos are available by request only. Please contact us to request a demo.
Accounts Payable Automation with RPA
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 a cup of coffee while it takes over the job of entering the vendor names, invoice numbers, dates, dollar amounts and expense categories into your QuickBooks Online company file.
Both processes require minimal configuration to get started, so an hour or two of configuration replaces endless time spent manually entering your bills into QuickBooks. End the tedium. It’s why we created robots, right?
Use SimpleInvoice and a Astro RPA robot to:
- Automatically process and capture the data from your invoices
- Enter the data into any accounting system (QuickBooks, Xero, FreshBooks, NetSuite, etc.)
- Brew and drink instead of copy and paste
SimpleInvoice comes with any SimpleIndex license. Our Accounts Payable Automation Bot can be added and customized for your accounting software and workflow.
If your invoice workflow requires line item capture, GL coding, or other advanced features, check out these Enterprise Invoice Processing solutions.
Of course, you can create a similar AP automation bot using any RPA platform, such as UiPath, BluePrism, Automation Anywhere, or any other. The SimpleIndex command-line interface is supported by all of them. But Astro RPA is the most affordable, and allows you to re-use our already configured bots.
Some initial setup is required, and we can help you out with that too. Our Professional Services department can have you up and running in just a couple of hours.
Please Contact Us to find out more about automating your data entry time thieves with robots made in Astro RPA!
Learn More:
SimpleQB – QuickBooks Company File Warning
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 currently open company file “QuickBooks Company Filename”. Click OK to Continue procedure or Cancel to abort”
Navigate in the Windows Registry to this location:
HKLM\Software\SimpleIndex\Misc
Then open this file:
QBFileWarning
Then change the value from 0 to 1
QuickBooks must be restarted before the change takes affect.
Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
Please refer to the Wiki Documentation for the complete SimpleQB reference.
SimpleQB enables you to scan and link documents to QuickBooks transactions through a custom menu. When you have an invoice, purchase order, work order, bank reconciliation or other transaction open, simply click the Scan menu to scan a document and save it with that transaction.
To view the documents for a transaction, just click the View menu.
You can also use SimpleSearch to find and view documents scanned with SimpleQB without the QuickBooks interface.
- 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?
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
Does SimpleQB access or modify my QuickBooks database in any way?
Please refer to the Wiki Documentation for the complete SimpleQB reference.
SimpleQB does not make any changes to your QuickBooks database. When you scan documents with the SimpleQB interface, information about the current customer, vendor or document is passed to SimpleIndex for automatic indexing. When you view a document, the same information is used to find the corresponding scanned image.
- Published in SimpleQB