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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
scan snap forwardBackup to Cloud
Storage
Connect with Hubdoc
Get your free advisor accountHubdoc.com/ProAdvisor
Get Hubdoc-QBO Certifiedhttp://learn.hubdoc.com
Contact [email protected]
1-800-577-2842
