Benefits Comparison | SourceLink Standard | SourceLink Management |
SourceLink 2016, the leading Document Management Solution in QuickBooks Standard Edition: Use Turbo Folder to automatically file, name, store, and streamline workflow as you go paperless (includes all Plus Ed. features). Management Edition: Monitor, secure, and control Quickbooks usage with all the document management features (includes all Standard Ed features). Added Reference Info of SourceLink Document Management Practice |
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Stop unauthorized QuickBooks checks from printing |
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Stop disapproved Bill and Billpayment Checks from processing |
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Customize management rules for Journal Entries |
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Multilevel approvals with conditions | ![]() |
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TurboFolder Viewer outside of QuickBooks with DMS. |
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Attach files directly from Outlook and Web Bases programs |
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Search MyNotes for key phrases | ![]() |
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Retrieve function to improve user interface |
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Show related transactions with print options |
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Advance folder set up per transaction type |
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Route deleted files to a folder location. |
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View list of QB records with link file with print/email option. |
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Hot key to automatically pull up SourceLink window. |
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Email MyNotes contents with linked file and QB record. |
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Folder structure filter by date, amount, paid status. |
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Send a Request for Approval on 26 different QB record types |
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Set custom conditions to automate request for Approval |
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Approve or deny pending requests | ![]() |
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Use Email to send requests for Approval |
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View History of all Requests/ Approvals/ Denials for a QB record |
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View Exception Report of all Approvals |
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Automatic folder set-up consisten with QuickBooks |
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Automated document filing/naming based on QB record |
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View document folder structure directly in QB |
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Email and print from folder structure viewer |
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Automatic filing structure (Turbo Folder) |
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Back up and restore configuration along with QB company |
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Email all links with QB record | ![]() |
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File and retrieve source files directly from 26 QB Records |
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Attach electronic sticky notes to 26 QB record types |
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Scan and attach documents directly from QB record |
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Integrated into QuickBooks menu | ![]() |
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Use Windows file system (no private proprietary file system) |
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Move and copy documents to and from designated location |
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Attach Web links to QB Record types | ![]() |
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Create immediate action items (Hot Note) |
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Fully integrate toolbar | ![]() |
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SourceLink drop down menu | ![]() |
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Show Related Entity/Items | ![]() |
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Drag/Drop linking feature | ![]() |
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Enhanced Link from Outlook link from all emails |
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Added SSL email connection to link from all emails |
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SourceLink prompt for 'Deposit' | ![]() |
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Search by 'Paid' or 'Not Paid' invoices or bills |
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Save TurboScan parameters | ![]() |
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Support multiple versions of QB concurrently |
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Call 800-688-4281 for a free SourceLink demo. See the features and experience the benefits firsthand. Talk to one of our friendly representatives today! Email us at info@personable.com for a Free Demo |
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![]() From $299 |