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SimpleIndex

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  • Simple QB

Simple QB

SimpleQB lets you create QuickBooks transactions from any data source.

OCR data capture tools like SimpleIndex can read data from documents like invoices that must be entered in QuickBooks. However, QuickBooks doesn’t have a way to import this data. SimpleQB enables you to import any type of transaction data from any data capture application or database.

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


SimpleQB 2 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 2 in action.

SimpleQB 2 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
(Simple QB 1 functionality – see below).

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 2 demos are available by request only. Please Contact us to request a demo.

SimpleQB can also add a SimpleIndex scanning and viewing menu to QuickBooks. SimpleQB will automatically index scanned documents or files on your network using information from the current transaction such as Customer Name or Invoice Number. A second interface lets you view images associated with the current customer, vendor, or transaction in SimpleIndex.

Unlike other QuickBooks scanning applications, SimpleQB comes with the full power of SimpleIndex. While scanning from within QuickBooks is efficient for day-forward operation, historical documents can be scanned more efficiently using the automation features of SimpleIndex. These files can be added to the SimpleQB database and viewed from within QuickBooks.

SimpleQB can be used with SimpleIndex Basic for indexing from QuickBooks, or add OCR and barcode recognition for efficient batch scanning and data entry automation.

Additional users can view documents from QuickBooks using SimpleSearch. Only one SimpleQB license is required for all QuickBooks users.

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  • Order of Import
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  • What are SimpleIndex Specifications?
  • License Activation Issues
  • If it possible for index values to be keyed twice to ensure accuracy (double-key verification)?

Feature Cloud

Screen Scraping OCR Database Batch Scanning Invoice Scanning Software Scanning Software PDF Bookmarking Robotic Process Automation SimpleQB Scanning Coversheet Database Autofill Search Bates Numbering Software Workflow Software SimpleSend Barcode Recognition Software Imprinting Optical Mark Recognition SQL Server Text Processing Full-Text Search Required Documents Auditing QR Code XSLT Data Conversion Software Oracle Watermark PDF Files Front End Scanning Metadata File Indexing PDF417 Bar Code Printing TWAIN Bar Code Scanning Office to PDF SharePoint Scanning PDF Compression TIFF PDF Annotations SharePoint Migration Mortgage Optical Character Recognition ISIS Driver Full Text Indexing Microsoft Word Data Extraction TWAIN Scanning Software SimpleView Watermark

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
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Download a Trial

SimpleIndex Trial30-day trial downloads are available for all Simple Software applications.
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SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

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© 2022 SimpleSoftware | Consulting Services in the Field of Software as a Service

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