PSIsafe Books: Quick Start to Entering a Miscellaneous Documents

PSIsafe Books (Books) provides a mechanism for filing miscellaneous documents (such as a letter, notice, W-9, etc.) associated with a vendor or customer into PSIsafe. This ensures that all documentation about a client or merchant is filed in the correct place (Figure 12).

  1. Select the company setup for which you would like to enter miscellaneous documents. If there is only one company setup available Books will default to it.
  2. Either open a document from a previously scanned image or scan directly into Books with your TWAIN compliant scanner.
  3. Select the Add Miscellaneous entry mode by clicking the icon or selecting Enter Misc Docs from the QuickBooks Entry menu.
  4. Pick either Vendor or Customer Entry, and then select the correct organization using the drop down list.
  5. Add a document title.
  6. Click the File document button.

Figure 12

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


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