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The Document Management Solution for QuickBooks

The Document Management Solution for QuickBooks. Gold Developer. Michelle Dulog (714) 430-1193 Michelle_dulog@personable.com. SourceLink. SourceLink Standard Edition provides the document management solution that allows users to link electronic files to QuickBooks records.

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The Document Management Solution for QuickBooks

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  1. The Document Management Solution for QuickBooks Gold Developer Michelle Dulog (714) 430-1193 Michelle_dulog@personable.com

  2. SourceLink • SourceLink Standard Edition provides the document management solution that allows users to link electronic files to QuickBooks records. • Attach, detach or view documents associated with QuickBooks transactions– process is similar to attaching a document to an email • Scenario: • Results: • Better customer service • reduced expenses- filing material • free time • Solution: Use SourceLink. • Scan • Save • Attach the invoices Problem: Sue needs a solution to help her keep track of the Bills entered into QuickBooks.

  3. Benefits of SourceLink Using SourceLink, QuickBooks users can: Improve Business Efficiency and Reduce Operation Cost • Save cost on Storage Material and Space • Save time spent on filing/searching/retrieving documents • Build a stronger customer relationship • Respond easily and quickly to customer/vendor demands • Improve QuickBooks data quality • Improve communication among users • Simplify compliance with regulatory mandates Grow Business with less resources • Manage more clients with less time • Manage more vendors • More office space

  4. Target Customer Profile • Personable provides 2 SourceLink solutions: • Standard Edition • Management Edition Business Types: 5 to 20 QuickBooks users with QuickBooks Enterprise Edition. • Construction • Manufacturing • Financial Services • Health Care Business Size: Small to Medium size companies using QuickBooks Enterprise Edition • Single user to multi user environment • Workstation to Server

  5. Target Customer Profile Typical Business Management Solutions Deployed: • SourceLink Standard Edition is used by companies for document management solution needs including attaching source documents to bills, checks, invoices, customer records, vendors records, employee records, etc. So QuickBooks users can improve business efficiency and reduce operation cost. • SourceLink Management Edition is used by QuickBooks users to set up rules, monitor and control key transactions, detect violations and fully report on events. So QuickBooks can easily gain valuable insight A/P and A/R business activities, make real time changes and ensure sound business decisions.

  6. Solution Overview Key Features & Functionality • Business Process Automation • Hands Free Filing System- TurboFolder, My Notes, etc • Email/print source documents of the transactions Advantages & Benefits: • Attach all file types • Supports multi users • Non proprietary filing system • Support both workstation and server environment QuickBooks Enterprise Integration Overview • Designed specifically for QuickBooks • Not a separate application • Supports from 1 – 20 QuickBooks users

  7. Solution Demonstration

  8. Resources Available • Online Resource Site • www.personable.com • Trials and Demos • Tutorial and live Demos • Free trials before CD Key activated • Marketing and Sales Collateral • Intuit Case Studies • SourceLink Information Flyers • Educational Resource • Document management white paper • Product Reviews • Sleeter Group: Awesome QuickBooks Add-On Award 2007 • Inuit Case Study • Customer References

  9. Resources Available con’t System Requirements - Minimum CPU required: Pentium or AMD 500 MHz- Minimum memory required: 256 MB- Minimum hard disk space required: 20 MB- Operating system version: Windows 98SE/ME/2000/XP- Minimum screen resolution: 800 x 600 Technical Support - Personable provides 800 toll free phone line support from 6:00am to 5:00pm (PST), Monday through Friday. - Tech Support Pricing:Please contact Personable for pricing. - Tech Support Telephone:800-688-4281 - Tech Support URL:http://www.personable.com

  10. Key Contacts • Primary Contact Name(s) and Contact Information • Personable, Inc: 1(800) 688-4281 • www.personable.com • Partner Management: Michelle Dulog • (714) 430-1193 • michelle_dulog@personable.com • Sales & Marketing: Frank Kotch • (714) 430- 1194 • frank_kotch@personable.com • Technical Support: Young Kim • (714) 430-1193 • young_kim@personable.com

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