Attacher

Streamline compliance! Effortless document management with auto-match and upload

Key benefits

  • Less work and better compliance Imagine that all the documents you need are detected and ready for you. All you need to do is select the document (with auto-preview), then match and upload it to the QBO transaction on the same screen!
  • Asking others for documents is painless and secure Kill those nasty little request emails! Simply share a secure upload request link with anyone, even if not on QBO. This entire process bypasses email, ensuring info is now in Intuit, securely
  • Smart Match all potential docs to QBO Attacher sleuths through the myriad of files in your emails. With Smart Tech QBO transaction is presented with all Smart Matches. Simply accept as many matches as you want. They are then attached to QBO.

How it works with QuickBooks

QBO ultimate documents organizer Effortlessly upload and manage your QBO documents to Intuit’s secure cloud! Search and glue invoices, signed contracts and vendor bills to any record in QBO. Easily connect “Multiples”- multiple documents to a single record, multiple records to a single backup document, or multiple QBO accounts. Dispose of the pre-conceived notion of ONLY a “1:1” relationship between records in QBO to backup. Outside users can securely link and attach backup files from their own locations (think: bank transaction files or payroll backup) to the Intuit’s secure cloud directly.

Details

Features

  • Unlimited storage on Intuit’s Cloud
  • Document preview
  • Auto detection & match for docs to QBO records
  • Upload from external sources
  • On-demand secure upload for non-QBO users
  • Single screen for attaching multiple docs to a QBO record

    Benefits

  • Fast-track to compliance, audit and tax with all docs in a single location
  • Increase efficiency for QBO accountants by eliminating manual searching for docs
  • No need to log out/ log in for multiple company doc attachments
  • Eliminate emails and phone calls to request docs
  • Information

    DEVELOPER
    Progforce LLC

    LEGAL
    Terms and Conditions
    Privacy Policy

    Our Free plan supports up to 20 uploads/month, ideal for business owners. Subscribe to the Standard plan for unlimited uploads for one company. Provide excellent service to multiple companies with the Pro plan. No time limits and no storage fees!


    PLAN PRICE USERS DETAILS
    Starter - Free Free N/A Match and manage up to 20 documents and receipts per month
    Standard $14.90 N/A Match and manage unlimited documents for one QBO company. Ideal for freelance accountants and larger businesses.
    Pro $34.90 10 Match and manage unlimited documents for multiple QBO companies. Ideal for bookkeeping and accounting firms.
    Enterprise 99 Unlimited Unlimited QBO accounts and unlimited documents

    If you have questions please email us at support@receiptattacher.com. Our team is proud to provide outstanding support! You can also call 650-223-5396 and speak to a live person.

    Contacts

    650-223-5396
    Online support:
    http://app.receiptattacher.com/support


    FAQ

    Why should I use Attacher?
    Save hours of work each month! We have found that Attacher saves an average of 4 minutes per transaction, which can accumulate to about 50 hours per month for a typical company.
    How will Attacher help me organize documents?
    It takes over 7 steps, to navigate and understand the the status of an attachment within a transaction. This is true whether the transaction has an attachment, or not. Attacher provides access to all the transactions, attachments and ability to update those in ONE screen. Hours of work compressed to single-click actions.
    How Attacher works with Emails?
    We understand that retrieving the correct document (receipt, work-order, invoice, bill) is a major headache! By linking an email account, Attacher will automatically and securely detect emails and documents that match the amounts and vendors of your Quickbooks transactions. After a one-time signup, your receipts will always be ready in the right place in QuickBooks. All this with no human intervention!
    How Attacher helps me working with other people?
    No more calling or emailing others to ask “I need the receipt for the car rental that took place on Sep 4 for the amount of $239.11”, and the repeat of these annoying calls. Attacher enables you to send email to anyone (even if they are not QB users!) with a temporary and secure link through which the is able to see the actual transaction and upload the right document. The document will be attached to the transaction, nothing else will be required from you!