HOW IT WORKS »
Conserve a forest, as well as your time and finances.
Free Estimate
- Overview
- Your Dedicated Team
- Getting Started with SecureCFO Onboarding Services
- Billing and Collections
- Accounts Payable
- Bank & Credit Card Account Reconciliations
- Payroll Processing
- Sales Tax Compliance
- Secure Month End Close
- Decision-Ready Financial Reporting Services
- Cash Flow Forecasting
- Customized Financial Scorecards and KPI Charts
- Cloud-Hosted QuickBooks Financial Services
Maintain your organizational efficiency by seamlessly attaching scanned receipts, estimates, and other essential documents directly within QuickBooks.
Enhance your business’s financial records management using QuickBooks’ Attached Document feature.
QuickBooks Attached Documents & Smart Repository, transform the concept of a paperless office into a reality. It offers user-friendly simplicity and grants swift access to all financial documents associated with your company, directly within your QuickBooks file.
- Maintain orderliness by linking scanned receipts, estimates, spreadsheets, and additional documents to your QuickBooks list items and transactions.
- This approach not only conserves space but also reinforces security by safely storing and retrieving your files and attached documents online.
- The time spent searching for files or attachments, both for yourself and your CPA, is significantly reduced.
- Furthermore, you can effortlessly access your attached documents at any time and securely share them with others.
Explore effective best practices for leveraging QuickBooks, the cloud and accounting.
Read how to enhance your business’s financial records management