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skoz5555
November 30, 2022
Question

Online Accounting Docs Storage Solution

  • November 30, 2022
  • 1 reply
  • 7 views

Hi,

 

I'm looking for a web based solution to store invoices, receipts, etc.  We currently use an email address; however, it's gotten loaded up with junk mail and moving attached invoices to folders is cumbersome.

 

A brief search is showing a ton of them out there.  Does anybody have one they have used and could recommend?

 

We use QB Desktop Premiere, so uploading to QBO is not an option.  Also, attaching receipts inside QB Destop doesn't work for us.

 

Thanks

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
November 30, 2022

I can recommend one app to integrate with QB Desktop to manage your documents and other perks (e.g auto invoicing processing, approval flows, team collaboration). Send me a private message and I will introduce you to the app owner.

C
Carneil_C
Level 6
November 30, 2022

Hello, @skoz5555. 

Thanks for your time posting your concern here in the Community. I'd like to address your concern about finding a web-based solution.
 

There are several third-party applications integrated with QuickBooks Desktop. However, we're unable to provide a specific app here in QuickBooks Community. Thus, I can guide you on how to find one that suits your business needs.

 

I'll show you how:

 

  1. From the Help menu, click App Center.
  2. Go to the Find Apps tab.
  3. Use the search bar and enter the keyword to look for an app.
  4. Choose an app from the list.

 

If necessary, you can follow Fiat Lux Asia's suggestion to send a private message for the app.

 

Moreover, you can go to this link: Apps for QuickBooks Desktop and select which application best meets your needs from the list.

 

If you have any further questions or concerns about QBDT-related tasks, please know that you can always tag my name. I'm here to help you in any way I can. Enjoy your day!

S
skoz5555Author
December 2, 2022

Sorry Carnell, I should have been more clear.  The solutions that are in the app store do not meet my needs, so I was asking for suggestions outside of that. .  My preference is that the two would be isolated, for I'd be using it for storing more than accounting documents.  Ex. Vendor records, insurance certs, signed contracts, etc.

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