PSIsafe Books
The PSIsafe Books module directly integrates PSIsafe Desktop with the Intuit QuickBooks® accounting suite. You can accomplish document management, accounts receivable, and accounts payable in a single user interface. This streamlines data entry and document filing into one, consistent, and efficient electronic process that saves time, reduces errors stemming from redundant data entry, and increases productivity.
With PSIsafe Books, you can simultaneously access PSIsafe Desktop on-premises or cloud environments and common QuickBooks data entry fields. You can enter information directly into QuickBooks manually or by simply selecting numbers with your mouse. Once the single data entry step is complete, a corresponding transaction can be instantly created in QuickBooks, or routed through any approval cycle. Supporting documentation, such as receipts, invoices, and so on is always easily searchable and accessible within the PSIsafe Desktop document management system.
PSIsafe Books benefits
Integrate your document management software directly with QuickBooks.
- Improve efficiency and accountability overnight
- See real decreases in data entry-based errors
- Quickly find and file receipts, invoices and more
- Limit training time and speed ROI with familiar, QuickBooks-style controls
- Support existing accounting and filing procedures
In PSIsafe Books, the following transactions are available.
- Bill/invoice entry
- Payment entry
- Credit card chart entry
- Purchase order entry
- Attach documents to existing transactions