Document Management was a useful addition to QuickBooks beginning with QuickBooks 2010. It’s been a tremendously useful way to “attach” a document file to a transaction or a list record. There are two storage methods for document management: cloud storage and local storage. Local storage is free, while cloud service requires a fee.
There have been big changes in that functionality coming for the 2012 version of the software. The Sleeter Group takes a look at some of those big changes this week, and where it’s going from here.
If you aren’t using document management, check it out today, and see what kinds of changes are coming.