SimpleQB also lets you automatically link scanned documents or network files to QuickBooks transactions.

SimpleQB - QuickBooks data integration

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.

SimpleQB document management and data import/export application for QuickBooks.

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:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

FAQ Related to Invoice Processing

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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.

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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.

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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.

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