Accounting and document management accomplished in one step.
CNG-BOOKS streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process.
- Save time and increase productivity
- Reduce data entry and filing errors
- Find and file documents quickly
- Support your existing accounting & filing procedures
- Retrieve documents from within QuickBooks
With CNG-BOOKS, the user can identify scanned documents for entry as a QuickBooks transaction. When the document is filed, a corresponding transaction is automatically created in QuickBooks with amounts and transaction appropriate information. Vendor bills, customer payments, and credit card expenses can be locally scanned or faxed from remote locations to a fax server for entry.
While viewing an image on screen, the operator enters
information about the bill/payment. With the click of a button,
the data is sent to QuickBooks and the image is sent to Cabinet
NG.
Customer and vendor information are synchronized with QuickBooks accounts to speed setup and ensure consistency of accounting records.
When filing documents, the CNG-BOOKS user is presented with the same pull down and data entry fields used in QuickBooks ensuring that transactions and documents are uniformly filed. Documents can be automatically routed through an approval process based on an extensive rule set and retention policies ensure documents are maintained for required periods.
A menu in QuickBooks enables your accounting staff to later identify and recall any document associated with a transaction, customer or vendor for reference. In addition, multiple supporting documents may be attached to a single transaction.
Companies that select CNG-BOOKS enjoy rich document management underpinnings of Cabinet NG’s Shared Access Filing Environment (CNG-SAFE). CNG-SAFE can store and manage virtually any document format and with its client/server architecture, flexible security, workflow management, and activity tracking, it scales to fit the needs of growing companies.
CNG-BOOKS expands QuickBooks' productivity by integrating
QuickBooks data entry with Cabinet NG's document filing process.
CNG-BOOKS unites QuickBooks transactions with the correct business
documents to make filing, locating, and sharing documents simple
and secure.
Since 2004, CNG-BOOKS has incorporated a stream of innovations that
keep pace with user requirements and enhance functionality. CNG-BOOKS gives user the ability to:
- Send and share documents to any other Cabinet NG
user within the organization. Built-in workflow
automation improves office productivity by making the exchange
of documents easy and efficient between users and user groups.
- Automatically pre-fill new bills with data from
historic bills to synchronize information quickly
from QuickBooks. Pre-filling data helps to create a consistent
and error free process when making new entries; automatic
updates also keeps bills current and avoids confusion.
- Make both credit and bill entries, and
support multiple accounts payable and allow charges
against multiple accounts. Professional bookkeeping has
never been so easy.
- Open a full range of file formats including PDF,
Microsoft Word, Microsoft Excel, Text documents, and scanned
or faxed images directly from within CNG-BOOKS. CNG-BOOKS
now enables users to enter documents - vendor bills, customer
payments, credit card statements - in their original format.
Removing the time consuming task of printing and scanning
documents is part of Cabinet NG's commitment to eliminating
paper at its source.
- Enterprise v5 or later
- Premier 2005 or later
- Pro 2005 or later
- Canada 2008 or later
Reviews
Document Management Systems Review 
Clearly the sweet spot for CNG integration is through CNG-BOOKS, which provides direct integration to QuickBooks. Overall Rating: 4 Stars
The CPA Technology Advisor, By John Higgins, CPA.CITP
Taking Your QB Clients Paperless With CNG
Document management is likely to be to this decade what accounting software was to the 80’s.
The Sleeter Group, John H. Higgins
CNG-BOOKS integrates Document Management with QuickBooks 
QuickBooks ProAdvisor Review
Cabinet NG Grabs the Gold
Cabinet NG one of the first IDN Members to reach Gold member status within IDN’s new member program.
Intuit Developer Network Spotlight
Awards
Awesome QuickBooks Add-Ons For 2008
The Sleeter Group, Doug Sleeter
"CNG-SAFE and CNG-BOOKS are included as the best add-ons because of their superior integration with QuickBooks, their overall design, outstanding features and conformance with appropriate accounting standards."
-
Doug Sleeter The Sleeter Group
Awesome QuickBooks Add-Ons For 2007
The CPA Technology Advisor, Doug Sleeter
"CNG-BOOKS adds tremendous value for the
multitudes
of accountants standardized in
QuickBooks, and its
performance is well suited for
firms that are growing
in size and sophistication."
-
Doug Sleeter The Sleeter Group
CNG-BOOKS
Receives 5-Star Rating
This is the most comprehensive document management solution for QuickBooks we have found.
www.4luvofbiz.com
Innovation Awards Presented in L.A.
Companies Honored for Technologies that Advance and Enhance Productivity for Tax and Accounting Professionals.
CPA Technology Magazine, Isaac M. O'Bannon
Granite Ridge Construction
Custom Home Builder Uses Electronic Document Management to Construct Operational Excellence.
Freeman Landscape
CNG and QuickBooks® Enterprise Solutions helps Freeman Landscape
clear out the clutter of paper and find real business value
with higher profits and newfound efficiencies.
Papa John's Pizza
CNG
and QuickBooks give a restaurant franchisee the efficiency
and control over document management that his growing business
needs.
