Why Orchard Connect Document Capture?
Get Rid of Your Paper
Scan and email all of your accounting docs directly into QBO with a single touch.
Automatic Data Extraction
Eliminate data entry with all the documents that you capture with Orchard.
Access for Everyone
Turn a single QBO account into company-wide access with user specific security.
Everything Backed Up
Turn your cloud back up provider into a digital filing cabinet for easy search and retrieval.
Simplify the Process
Easy to Capture
Use your mobile device, scanner, forward emails or upload from your computer.
Eliminate Data Entry
We use OCR to read and extract the data from the document captured.
Straight into QBO
No middleman software. Everything you capture goes straight into QBO attached to the transaction.
Our one of a kind features will help you spend less time collecting and entering data and more time connecting with your customers.
Select a feature to learn more about it or continuing scrolling
One Platform
Manage your Documents, Stripe transactions, and Expenses in one place.
Email Forward
Send email attachments directly into QuickBooks from your email system.
One Touch Actions
Easily create One Touch buttons for your most frequent tasks.
Intelligent Data Entry
User our Intelligent Text Recognition to eliminate data entry.
Send to Destinations
Send to QuickBooks Online, Email, FTP, Dropbox and more.
Unlimited Users with Access Levels
Create an account for every member of your organization with different access.
Scan to QuickBooks
Scan all your paper straight into QuickBooks. No more upload and browse needed.
Image Linked with Transaction
Every transaction is linked with all corresponding documents images.
Auto Backup
Auto backup all of your accounting documents.
Centralized Platform
Eliminate Data Entry With Intelligent Text Recognition
Stop entering data and let Orchard do the work for you. The software will read Vendor, Date, Amount and Expense Category.
You can easily edit any of the fields.
Scan Your Paper Straight Into QuickBooks With A Single Touch
Eliminate the cumbersome process of logging into QuickBooks, searching for a transaction, and then browsing and uploading the corresponding document.
Save time and scan directly into QBO while creating the transaction in a single step.
You can even create One Touch actions that will capture the document and create the transaction with a single touch.
Send Email Attachments Directly Into QuickBooks From Your Email System
Forward emails and their attachments right into QuickBooks from any email system.
Orchard Connect will provide each user with a dedicated email address so you can send and save your attachments or the email body as a PDF directly to the transaction.
Eliminate the cumbersome process of opening the attachment, saving it, and then logging in to QuickBooks to search, browse and upload.
Send To Email, FTP, Dropbox, Box & Google
Easily scan, snap pictures, and forward emails to your favorite cloud destinations like Dropbox, Google, Box, email, FTP and Email.
Set up One Touch actions that will send whatever you are capturing to the specific cloud folder, email or QuickBooks transaction.
You can even share One Touch actions to other users giving them precise and controlled access to specific destinations without giving them login information for that destination.
Every Transaction Is Linked With All Corresponding Document Images
Every image captured is automatically stored inside of QuickBooks (and backed up to your favorite cloud provider if you set it up) and linked to the transaction that you associated it with.
The file will be saved as a PDF or image (based on user preference) inside of QuickBooks.
Easily Create One Touch Buttons For Your Most Frequent Tasks
For those frequent tasks, you can simply create a One Touch button that will automatically send your document to their final destination with a single touch.
For QuickBooks transactions, you can pre-fill out data fields like vendor, amount, expense category, account and any associated line item details.
For other destinations like Dropbox, Box, Google, etc., you can select specific folders in the cloud destination.
You can even pre-select scanner settings like color vs B&W, DPI or 1 vs 2 sided scans.
Create An Account For Every Member Of Your Organization
Provide the entire organization with granular access to QuickBooks without the cost.
Create and grant each user specific permission to perform certain tasks like create an Expense Report, submit an Estimate or process a Return.
Users can capture information by scanning, snapping a picture with their mobile device or by forwarding an email.
For Expense Reports, a document with the expense details is sent to the approver (if approver workflow is turned on) or just sent directly into QuickBooks Online. No messy integrations, and no third party middleware.
Auto Back Up All Of Your Accounting Documents
Orchard will automatically keep a transaction record of everything you capture through the system in your defined cloud destination like Dropbox or Google Drive.
You can also set up a cloud destination backup of everything you capture eliminating the need to go to the actual accounting transaction to find the support documentation you need.
