- Understand where to publish documents if your Hubdoc organisation is connected to both QuickBooks Online and BILL.
- Use Hubdoc with BILL to create transactions in QuickBooks Desktop.
Using Hubdoc with QuickBooks Online and BILL
If your Hubdoc organisation is connected to both QuickBooks Online (QBO) and BILL, the payment status of the transaction determines which integration you should publish each document to. This will avoid creating duplicate transactions.
If the transaction is:
- Paid – publish the document to QuickBooks Online. This will create a transaction in QBO to match with the corresponding statement line on your bank feed.
- Unpaid – publish the document to BILL. Once you’ve approved the transaction in BILL, run a sync if BILL doesn’t create the transaction in QuickBooks Online.
When a document is published to BILL, the original source document is attached to the transaction in BILL. Source documents won’t transfer from BILL to QBO. To save the source document in QBO, you can manually attach the document to the transaction in QBO after it’s created by the BILL integration.
Using Hubdoc with QuickBooks Desktop and BILL
You can use Hubdoc and BILL together to create transactions in QuickBooks Desktop.
Publish documents from Hubdoc to BILL to create a bill in BILL. The document will show in BILL with the source document attached, ready for you to approve. Once approved, run a sync between BILL and QuickBooks Desktop to create the transaction in QuickBooks Desktop.