I recently got the chance to install Standard Edition SourceLink 4.1 as a third party vendor software to QuickBooks. I’ve had the opportunity to meet some of the key people with Personable.com while they were vendors at The Sleeter Group’s annual conference.
Basically this is a document management program that gives you the ability to file, retrieve, and organize your source documents associated with any QuickBooks record.
On a scale of 1 to 10 as far as ease of install and intuitive learning, I’d give this an easy 8…
In our case we, my client and I, use this software to attach source documents to QuickBooks invoices, as well as being able to scan a signed lease and copy of driver’s license and attach it to their driver/vendor record. Anytime she needs to pull something associated to the driver…it’s right there within QuickBooks…need documentation regarding a driver payout…look up the invoice # and the documentation is attached. As well, you can view that documentation on screen, print it out, or e-mail it directly from Sourcelink.
You can take a look at additional features & benefits, pricing, faqs, and some interesting case studies at Personable’s Page for Sourcelink 4.1.
If you have questions regarding their software that I can answer, please let me know…if you like what you see with them and decide to make a purchase, please let them know you heard about it from us…Brandon Morris at Barons’, Inc. and the AllBusiness.com QuickBooks blog. This blog article is completely unsolicited.