QuickBooks® Connections ECM Integration

Elevate Accounting Productivity Within QuickBooks

Combine bill creation and document capture into a highly efficient payable process to eliminate repetitive manual data entry while streamlining document sharing and collaboration.

Advanced Integration

Push data, create bills, route invoices and deliver documents from GlobalSearch in tandem with the QuickBooks software.

Accurate & Efficient

Tasks are completed quicker versus manual indexing as data is collected using OCR assisted automation tools.

Collaborative

Data is entered once and automatically shared with other applications

Fast & Compliant

Change which company to bill by simply changing which database is open

Productive

Process larger numbers of transactions in less time, with less resources

Key Features & Benefits

  • Content Management SoftwareAutomatic Bill Creation
  • Content Management SoftwareAutomated Invoice Routing
  • Content Management SoftwareInstant Invoice Matching
  • Content Management SoftwareUser Initiated Data Pushes
  • Content Management SoftwareAutomatic Data Population
  • Content Management SoftwareEliminate Duplicate Data Entry
  • Content Management SoftwareFlexible, Web Based Access
  • Content Management SoftwareBuild Assembly Bound Lists
  • Content Management SoftwareEnsure GAAP Compliance
  • Content Management SoftwareSecure Sensitive Data

How it Works

Work more efficiently by simplifying accounting processes through direct access to accounting documents.

  • Microsoft Dynamics Integration

    QuickBill

    Capture an invoice or purchase order into GlobalSearch where data is extracted and pushed to QuickBooks for automatic bill or invoice creation, eliminating the need for manual data entry.

  • Retrieve Document Management Files

    QuickScan

    Information entered directly into QuickBooks is scanned to GlobalSearch and indexed automatically, greatly reducing document filing and retrieval.

  • ECM Share Information

    QuickSync

    QuickSync allows for database lookups from QuickBooks, pulling information into an accessible data source and sharing that data with GlobalSearch or other line of business applications.

  • Grab Document Management Data

    QuickLinks

    Access documents stored in GlobalSearch from within the QuickBooks interface, without the need to enter search criteria. QuickLinks uses the open transaction to pass the search data automatically.

  • Download the QuickBooks Connections Brochure