Document Management for QuickBooks Online
Now you can upload files to OE Companion and link them to OE Companion and QuickBooks Online. For example, you could upload all of your vendor W-9 forms and have them linked to each vendor for easy access. You could scan purchase orders and link them to shipments. You are limited only by your imagination.
Currently the Docs module is in a beta phase, which means everyone can use it for free. It also means that we need feedback from you. We want to hear your thoughts so that we can improve the product.
Here are a few of the key features:
- You can link documents to customers, vendors, invoices, sales receipts, purchase orders, sales orders, inventory items, or anything else tracked by QuickBooks Online or OE Companion.
- Each document can be linked to multiple transactions, and each transaction can be linked to multiple documents.
- All uploaded files are backed up regularly to a secure offsite backup.