Vendor Portal for QuickBooks Desktop



A self-service portal for all your Vendors

Your vendors get a secured, dedicated account to login and submit invoices

Receive and Post Invoices as Bills in QuickBooks Desktop

Notable features

  1. Eliminate Manual entry – Let your Vendors do the data entry for you!
  2. Vendors can be set up to use only a few defined item names like Labor, Material, Mileage etc
  3. Streamline and Automate – Eliminate multiple channels (Paper, Email, Fax etc.) of receiving invoices
  4. Dedicated and Secure Account for you and your Vendors
  5. Attachment and Notes for easy communication
  6. Approval processing
  7. Smart Posting – System automatically learns how your map your Invoice lines to bill lines
  8. Bulk Posting – Save time; even more!!
  9. Email notifications
  10. Ease of use
 Invoice approval module allows manages to approve invoice, before posting bills to QuickBooks Desktop
 Useful when bookkeepers require client approval for posting of vendor invoices to QuickBooks
 While creating bills, system uses memorized data to map vendor bill item name to QuickBooks bill item name, to reduce data entry and provide consistency
 Ability to store details in vendor invoice like bill line memo, item descriptions as bill line description, bill memo
 Once the mappings requirements are setup, you will be able to post multiple vendor invoices as bills, with a single click
 Additional validations can be set up like, set Billable to Yes, if Customer Job is assigned, you can make customer job as a required field
 Set payment date automatically, based on invoice received date, payment terms
 Keep track of when Invoice is sent
 You and your vendors can view old invoices online for up to three years, including notes and attachments
 Vendor can see document history, including when the invoice was viewed, approved and posted to QuickBooks Desktop. Reduces vendor queries on invoice status.

Process Flow Screen        Process Flow Screen

Create Invoice Screen        Create Invoice Screen

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Bill Posting Screen        Bill Posting Screen

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Document Summary Screen       Document History screen

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