PaperlessZen™ for QuickBooks

QuickBooks knows what you paid and to whom. What it does not hold is the document behind the payment: the vendor contract that set the terms, the grant agreement that governs a receipt, the signed authorization behind an expense. So when a payment is questioned in an audit or a review, the number is easy to find and the document that justifies it is somewhere else entirely.

PaperlessZen™ keeps that supporting document linked to the transaction it supports.

What connects

Documents link to QuickBooks records through external references, so a vendor contract can be paired with the vendor, and a grant agreement with the record of funds received. QuickBooks stays your accounting system; PaperlessZen is the document layer that holds the agreements behind the numbers.

Where documents show up

In PaperlessZen, filed against the counterparty or record and full-text searchable, with renewal and payment terms tracked as dates. When a transaction needs its backing document, it is a search, not a hunt through drives.

A three-step recipe

Here is how a payment gets its paper trail, starting with intake.

Availability

PaperlessZen is in early beta. The QuickBooks connection is available to early customers on request. See how the same approach handles contracts, or tell us how you run QuickBooks.