SourceLink 2010 Standard Edition

Leading Document Management in QuickBooks – No Internet dependency, No Proprietary Filing System, and No Monthly / Per Document Fee.

Price: $229.00
 

Developer: Personable Inc.

ProAdvisor Review

Read a products review conducted by our team of QuickBooks Certified ProAdvisors. Certified QuickBooks ProAdvisors are independent CPAs, accountants, bookeepers, computer consultants and more, who have completed a comprehensive curriculum and now help businesses get the most out of their QuickBooks software.
 

Customer Survey

The customer satisfaction surveys are web-based surveys sent to an IDN Developer's customer base. The survey is conducted and administered by an independent third party. Each survey consists of 32 questions about the company's product functionality, ease of use, technical service, and overall user experience.
 
8.1     Overall Score
7.67     Ease of Use and Reliability
8.13     Technical Support and overall quality
8.5     Customer Willingness to Recommend
 
Customer review based on 08 surveyed on 09/19/2007

Customer Comments

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The expression our satisfaction with Sourcelink
Aaron Kramer, CEO of On Time Communications Inc. 
Overall Rating:
 
[01/27/2009]  Sourcelink allows us to scan any document and attach it to any transaction in QuickBooks. These documents can be pictures, single documents, multiple documents or complete folders. Then, we are able to open a record in QuickBooks and immediately view all of the attached pertinent documents. This advanced product keeps records in order and error-free, while saving time. Some of the proficiencies have been highlighted by our staff :

“I don’t have to look through paper files again; I can bring them up within seconds from my computer.”

“Sourcelink cuts out hours of manual work, so I can keep up current on our billing.”

“This is the best software I have used in my professional career. It maintains everything you need in one central location, and it’s at your very fingertips!”

We would like to commend you on an excellent product that keeps our business running. We look forward to your future developments.
 
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SourceLink is an Accountant's dream come true!
L. Young 
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[01/14/2009]  I am thoroughly enjoying the purchase of SourceLink 5.1….it has been incredible so far in terms of productivity. SourceLink has provided us effective and easy solution to manage paper documents. We no longer need to file, store and research bills. They are at our finger tips saving time and money. SourceLink is elegant, intuitive and powerful! I don't have to worry about filing. TurboFolder does it for me. I wanted something that was easy, fast and well-designed and SourceLink is our solution. I would strongly recommend SourceLink to anyone.
 
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Powerful Add-on
Marty 
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[01/05/2009]  I like the product very much and was impressed by the follow up of the support people. Since the initial installation it has worked flawlessly. My documents now go from the scanner to the shredder and with proper backup I have the assurance I can locate them as needed. SourceLink saves time and storage space. It gives multiple users access to the same source documents in QuickBooks.
 
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SourceLink Works
J. Lowry 
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[12/30/2008]  I am a QuickBooks ProAdvisor and work with a lot of different kinds of clients, some who write 1-5 invoices a month with a few clients, and others who have massive amounts of documentation supporting their hundreds of clients. SourceLink is easy to use and easy to set up. Once the user understands the various methods of linking files, there is virtually nothing that can't be linked. Scanning documents is easy. Creating new folders and sub folders is easy. It is an easy piece of linking software. One thing I appreciate is the folders and files and scanned documents are not embedded in QuickBooks, but are on the client's hard drive (or elsewhere) and can be accessed directly through Windows Explorer. The cost is worth it and I highly recommend it to anyone who needs to keep documentation together for any reason.
 
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SourceLink 5.1, Perfect Add-on
Rebacca 
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[12/30/2008]  I just wanted to say thank you for the outstanding tech support I received recently. After a nightmare experience with my computer, I ended up installing a new hard drive, and encountered some installation and configuration problems with SourceLink. I just love this program and really depend on it and it was very important to me to get it up and running quickly. Each of my calls was answered with courtesy and professionalism, and all of the issues were resolved quickly. I will recommend this program to any other QuickBooks users I meet, not just for its usefulness, but for the quality of the support behind it. My experience with your company was a bright spot in an otherwise dreadful ordeal! Thank you again for all your help!
 
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Organize documents
Sandy 
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[12/26/2008]  I strongly recommend you get a demonstration of this software so you can see how easily and effectively it allows you to organize the documents that support your QuickBooks transactions. With the ability to link a scanned document to a particular transaction you can save a lot of time looking for the necessary paperwork when creating a sales invoice or paying a vendor bill. In addition it helps you secure better internal controls by having direct access to the original document from within QuickBooks, as well as the ability to route documents for approval.
 
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