Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

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Achieving Automated Bank Reconciliation How to leverage QuickBooks & Hubdoc to streamline your workflow and automate bank reconciliation

Transcript of Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Page 1: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Achieving AutomatedBank ReconciliationHow to leverage QuickBooks & Hubdoc to streamline your workflow and automate bank reconciliation

Page 2: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Key components to Complete Bank Rec

Bank reconciliation in QuickBooks

Bank feeds

Bank statement

Receipts & invoices

Page 3: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Use Hubdoc to automate the process

Converts docs into useful data

Auto-fetches client docs

Syncs with QuickBooks (explained next)

Page 4: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

How Hubdoc + QuickBooks work together

Bank statements

Bank feeds

Receipts & invoices

statement balance: $$$ bank balance: $$$

Page 5: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Auto-fetches client docs from over700 vendors

Sync all bills & invoices TO BE PAID to Bill.com

Bill.com updates QBO with PAID status

Sends receipts & invoices to QBO for

reconciliation

Receipts & Invoices

scan snap forwardBackup to Cloud

Storage

Page 6: Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Connect with Hubdoc

Get your free advisor accountHubdoc.com/ProAdvisor

Get Hubdoc-QBO Certifiedhttp://learn.hubdoc.com

Contact [email protected]

1-800-577-2842


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