QuickBooks Tip: Use Hubdoc to Sync Financial Documents with Your Accounting CPA & Advisory Professional Insights

what is hubdoc

Receipt Bank supports both large enterprises and small business growth and offers user permissions that Hubdoc cannot provide. It controls available information and grants access depending on who can edit, add, and remove vendors and receipts. Hubdoc and Receipt Bank photos are stored in your account and backed up in the cloud applications if you ever lose copies of your records. Both cannot access and control your organization’s bank and financial documents. You can delegate access to Hubdoc and Receipt Bank so you can focus on more important things. Your bookkeeper, accountant, or anyone with granted access can scan and upload documents in both software.

To review your file data on the preview screen, just click on “next,” which shows your file data. We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

Grown your business with Envoice

Utilize import, export, and delete services of Dancing Numbers software. You can start moving your documents to Hubdoc almost instantly and you will surely figure out how to use it in no time. Thus, getting set up and getting rid of your paper documents may take less time than expected. You can even test it for 14 days to determine if it’s really what you need. You can use all the features offered without providing your credit card information. One of the cloud solutions we use for ourselves and recommend to our clients is Hubdoc.

  • Upload your documents – This is a good option if the documents are handy.
  • When it comes to a system for managing our documents, ideally, it should be secure and organized.
  • It offers tailored accounting reports so you can rapidly share them with customers and assess the performance of your business.
  • Compared to Hubdoc, AdvanceFlow doesn’t seem that different in terms of the app’s capabilities.
  • Despite being around since 2013, the app surprisingly doesn’t have that many online reviews, so it’s hard to tell.
  • Sync your accounts – This may be the most helpful feature of Hubdoc.

Receipt Bank, on the other hand, can recognize and pick out missing bills, receipts, and invoices. This makes it easier to process claiming and reconciling expenses compared to Hubdoc in this area. Receipt Bank has a Smart Split feature that separates transaction labels before exporting them to your accounting system. Its line-item feature breaks data from a single document into different entries instead of manually encoding each item. As a small business, you likely don’t have fully-staffed accounting and bookkeeping departments. But you still need to balance your books, pay your taxes and do financial planning.

Key Features for Hubdoc

The automated payment reminders option in QuickBooks Desktop can help you accomplish this. Outsourcing your bookkeeping is more affordable than you would think. We save you money the moment you hire us by cutting out the expensive cost of hiring an in-house CFO. If you are interested in Hubdoc, you can contact them at and sign up for a 14 day free trial. If you care about data privacy, speed and accuracy of your data extraction then see the Veryfi experience below.

QuickBooks is one of the greatest accounting programs which help you in handling all of your company’s accounting needs. It gets updated every year with different types of fresh features and methods which Running Law Firm Bookkeeping: Consider the Industry Specifics in the Detailed Guide helps you in improving the clarity and accuracy of the information. You can rest assured that we will work closely with you to create actionable business plans and accurate financial reporting.