Technology Articles

SourceLink 4.1 from Personable Inc.

By: Intuit

SourceLink Editor's Note: From time to time we will highlight useful applications that work with QuickBooks® financial software and extend its capabilities.

Link your source documents to your QuickBooks transactions with highly rated SourceLink 4.1.

This useful tool has proven itself again and again in the marketplace, as it has been used by accounting professionals and their clients to stay organized.

Quick Tip: One CPA links invoices, bills, and other records directly to her clients' QuickBooks accounts. She never has to look for a source document.

Kudos for Document Management

The product has earned testimonials from many practitioners, including QuickBooks ProAdvisor Doug Sleeter, President of The Sleeter Group.

"SourceLink Standard Edition empowers QuickBooks users to connect financial transactions to source documents," Doug says. "It provides a quick look-up capability with links between QuickBooks transactions and source documents. It's well integrated, and works great!"

CPA and Certified QuickBooks ProAdvisor Bonnie Nagayama has reviewed the product with this to say: ""This affordable QuickBooks add-on is a great way for small businesses to get into document management."

"SourceLink continues to improve on providing an easy to use yet powerful document management solution for QuickBooks users," said Benjamin Chou, President of Personable. "We understand that both U.S. and Canadian QuickBooks users must always have a great experience filing and retrieving source documents directly within QuickBooks."

Case Studies

Margaret Colman, CPA, Certified QuickBooks ProAdvisor routinely uses SourceLink to save time and make her practice more manageable.

Read her story here.   [PDF file, approx. 375 KB]

Read more case studies as posted on the SourceLink Web site.

Demonstration

You can see an online demonstration of the Standard Edition of SourceLink here:

SourceLink 4.1 Standard Edition

Flyer for Clients

Key information about the product is all in one piece, here. The PDF can be printed front and back for a one-page flyer to share with clients.

Get the flyer here.   [PDF file, approx. 290 KB]

Our Coverage at our MarketPlace

Learn even more about this solution here.

Last Updated: 05/17/07