Transcript The Document Management Solution for QuickBooks Gold Developer Michelle Dulog (714) 430-1193 [email protected] Intuit Confidential SourceLink • SourceLink Standard Edition provides the document management solution that allows users to.

The Document Management Solution
for QuickBooks
Gold Developer
Michelle Dulog
(714) 430-1193
[email protected]
Intuit
Confidential
1
SourceLink
• SourceLink Standard Edition provides the document
management solution that allows users to link electronic
files to QuickBooks records.
• Attach, detach or view documents associated with
QuickBooks transactions– process is similar to attaching a
document to an email
Scenario:
Problem: Sue
needs a solution to
help her keep track
of the Bills entered
into QuickBooks.
Solution: Use
SourceLink.
•
Scan
•
Save
•
Attach the
invoices
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Results:
• Better customer
service
• reduced
expenses- filing
material
• free time
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Benefits of SourceLink
Using SourceLink, QuickBooks users can:
Improve Business Efficiency and Reduce Operation Cost
 Save cost on Storage Material and Space
 Save time spent on filing/searching/retrieving documents
 Build a stronger customer relationship
 Respond easily and quickly to customer/vendor demands
 Improve QuickBooks data quality
 Improve communication among users
 Simplify compliance with regulatory mandates
Grow Business with less resources
 Manage more clients with less time
 Manage more vendors
 More office space
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Target Customer Profile
Personable provides 2 SourceLink solutions:
• Standard Edition
• Management Edition
Business Types: 5 to 20 QuickBooks users with QuickBooks
Enterprise Edition.
• Manufacturing
• Health Care
• Construction
• Financial Services
Business Size: Small to Medium size companies using
QuickBooks Enterprise Edition
• Single user to multi user environment
• Workstation to Server
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Target Customer Profile
Typical Business Management Solutions Deployed:
 SourceLink Standard Edition is used by companies
for document management solution needs including
attaching source documents to bills, checks, invoices,
customer records, vendors records, employee records,
etc. So QuickBooks users can improve business efficiency
and reduce operation cost.
 SourceLink Management Edition is used by QuickBooks
users to set up rules, monitor and control key transactions,
detect violations and fully report on events. So QuickBooks
can easily gain valuable insight A/P and A/R business
activities, make real time changes and ensure sound
business decisions.
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Solution Overview
Key Features & Functionality
• Business Process Automation
• Hands Free Filing System- TurboFolder, My Notes, etc
• Email/print source documents of the transactions
Advantages & Benefits:
• Attach all file types
• Supports multi users
• Non proprietary filing system
• Support both workstation and server environment
QuickBooks Enterprise Integration Overview
• Designed specifically for QuickBooks
• Not a separate application
• Supports from 1 – 20 QuickBooks users
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Solution Demonstration
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Resources Available
Online Resource Site
• www.personable.com
Trials and Demos
• Tutorial and live Demos
• Free trials before CD Key activated
Marketing and Sales Collateral
• Intuit Case Studies
• SourceLink Information Flyers
Educational Resource
• Document management white paper
Product Reviews
• Sleeter Group: Awesome QuickBooks Add-On Award 2007
• Inuit Case Study
• Customer References
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Resources Available con’t
System Requirements
-
Minimum CPU required: Pentium or AMD 500 MHz
Minimum memory required: 256 MB
Minimum hard disk space required: 20 MB
Operating system version: Windows 98SE/ME/2000/XP
Minimum screen resolution: 800 x 600
Technical Support
- Personable provides 800 toll free phone line support
from 6:00am to 5:00pm (PST), Monday through Friday.
- Tech Support Pricing:
Please contact Personable for pricing.
- Tech Support Telephone:
800-688-4281
- Tech Support URL:
http://www.personable.com
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Key Contacts
Primary Contact Name(s) and Contact Information
• Personable, Inc:
1(800) 688-4281
www.personable.com
• Partner Management: Michelle Dulog
(714) 430-1193
[email protected]
• Sales & Marketing:
Frank Kotch
(714) 430- 1194
[email protected]
• Technical Support:
Young Kim
(714) 430-1193
[email protected]
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