Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

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Information about Achieving Automated Bank Reconciliation with Hubdoc and QuickBooks

Published on December 2, 2016

Author: Hubdoc

Source: slideshare.net

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

2. Key components to Complete Bank Rec Bank reconciliation in QuickBooks Bank feeds Bank statement Receipts & invoices

3. Use Hubdoc to automate the process Converts docs into useful data Auto-fetches client docs Syncs with QuickBooks (explained next)

4. How Hubdoc + QuickBooks work together Bank statements Bank feeds Receipts & invoices statement balance: $$$ bank balance: $$$

5. Auto-fetches client docs from over 700 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 forward Backup to Cloud Storage

6. Connect with Hubdoc Get your free advisor account Hubdoc.com/ProAdvisor Get Hubdoc-QBO Certified http://learn.hubdoc.com Contact them support@hubdoc.com 1-800-577-2842

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