PSIsafe Books: General Overview

What is PSIsafe Books?

The PSIsafe Books (Books) module directly integrates PSIsafe with the Intuit QuickBooks® accounting suite. That means you can accomplish document management, accounts receivable, and accounts payable in a single user interface. This streamlines data entry and document filing into one, consistent, and efficient electronic process that saves you time, reduces errors stemming from redundant data entry, and increases productivity.

Books lets you simultaneously access either PSIsafe on-premises or cloud (hosted) environments and common QuickBooks data entry fields. Information can be entered directly into QuickBooks manually or by simply selecting numbers with your mouse. Once the single data entry step is complete, a corresponding transaction can be instantly created in QuickBooks, or routed through any approval cycle. Best of all, supporting documentation – receipts, invoices, etc., – is always easily searchable and accessible within the PSIsafe document management system.

PSIsafe Books Benefits

Integrate your document management software directly with QuickBooks

  • Improve efficiency and accountability overnight
  • See real decreases in data entry-based errors
  • Quickly find and file receipts, invoices and more
  • Limit training time and speed ROI with familiar, QuickBooks-style controls
  • Support existing accounting and filing procedures

PSIsafe Books Allows these Transactions

  • Bill/Invoice entry
  • Payment entry
  • Credit card charge entry
  • Purchase order entry
  • Attach documents to existing transactions

Keywords: PSIsafe Books Guide, PSIsafe Books End User Guide, How to Use PSIsafe Books

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.