Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

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

Key components to Complete Bank Rec

Bank reconciliation in QuickBooks

Bank feeds

Bank statement

Receipts & invoices

Use Hubdoc to automate the process

Converts docs into useful data

Auto-fetches client docs

Syncs with QuickBooks (explained next)

How Hubdoc + QuickBooks work together

Bank statements

Bank feeds

Receipts & invoices

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

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

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Storage

Connect with Hubdoc

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