LedgerLink Feature: Adding Attachments

September 6, 2018

We are excited to announce that our FileMaker Addon LedgerLink now supports adding and syncing attachments. This feature is included in LedgerLink v3.1.0.

https://vimeo.com/288404140

Here's a rundown of the features:

  • There's a portal to store any number of attachments.
  • LedgerLink automatically filters to allow Quickbooks Online supported attachments. Those include
    • PDF
    • JPEG
    • PNG
    • DOC
    • XLSX
    • CSV
    • TIFF
    • GIF
    • XML
  • Once the files are added to LedgerLink, they can be synced to Quickbooks Online just like any other data.
  • LedgerLink includes the ability to add "Existing Files". These are attachments stored already in LedgerLink. A quick and simple interface allows you to attach enter of these into the invoice record and thus synced.
  • Each attachment can be previewed. This is done by exporting the file and opening it up.

Check out LedgerLink. Download the demo and give it a try.

 

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