Search through the apps.com directory looking for document management tools that integrate with QuickBooks Online and you’re going to find a lot of stuff that isn’t exactly document management. Useful apps, but not document management. That’s why we created this list of our top recommendations for document management applications that integrate with QuickBooks Online and QuickBooks Desktop. These are not all of the great products available – simply a good place to start.
You won’t find this one in the directory. It’s part of the Anytime Collect accounts receivable credit and collections management application we developed but it’s available as a stand-alone application. It works exclusively with invoices where you print a batch of invoices and Anytime Docs processes them into separate PDF documents – one per invoice – and files them in a defined location – either on your network or in the cloud. This is a very affordable solution for companies with minimal document management needs. Visit the Anytime Collect website to request more information about Anytime Docs or watch a brief video below.
Hubdoc works with QuickBooks Online and retrieves documents from financial institutions and utilities and over 700 vendors. It’s not a document management system per se but it certainly is a great way to view documents from many of the world’s leading business suppliers. Starting at around $20 per month it’s no wonder that it’s one of the top rated apps available for QuickBooks Online.
SmartVault is more of a traditional document management application with tight integration with source documents created from within QuickBooks Online. It integrates with most of the popular apps for QuickBooks Online such as method:crm, Tallie, Acctivate, and even Huboc so keep this in mind as an extension if you love Hubdoc but need something to manage non-financial documents. SmartVault is also one of the few document management applications that works both with QuickBooks Online as well as QuickBooks Desktop.
Another popular option is LedgerDocs which has built-in utilities to import documents with collaboration and some light workflow capabilities. A mobile app for iPhone or Android are also available for capturing images of documents such as receipts.
There are multiple expense management applications that integrate with QuickBooks but Concur by SAP is by far our favorite because it’s an app that can scale as you grow and integrates to higher-end systems like Sage and Epicor and is the market leader.
There are many more document management applications available and some may fit your needs better than others. Consider industry-specific applications like Clio for the legal industry or zlien for the construction market and be on the lookout for new applications which are constantly being added to the directory all the time.
Not sure which product is right for you? Can’t find the right solution? Find a QuickBooks ProAdvisor for help or contact us and we can point you in the right direction.