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Connect to QuickBooks Online

To connect a client's Quickbooks Online account to their Hubdoc account: 

1. Log into Hubdoc. 

2. Navigate to 'Manage Accounts' by hitting the 'Accounts' link in the top navigation.

3. Select the 'Destinations' tab.

4. Select the 'Connect' button beside the QBO logo (it may take a minute or two to establish the connection).

5. Input your Quickbooks Online credentials.

6. Select your Firm’s name from the drop down.

7. A list of your clients will appear. Please select your client’s QBO company.

8Authorize Hubdoc to get access to your client's QBO account. 

 

To connect Hubdoc to a QBO Accountant Company:

1. Log into Hubdoc.

2. Navigate to 'Manage Accounts' by hitting the 'Accounts' link in the top navigation.

3. Select the 'Destinations' tab.

4. Select the 'Connect' button beside the QBO logo (it may take a minute or two to establish the connection).

5. Input your Quickbooks Online credentials.

6. Select your Firm’s name from the drop down.

7. Select "Add app to Firm" option below your Firm's Name. 

 

 

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8Authorize Hubdoc to get access to your client's QBO account. 

 

Your Hubdoc account is now connected to QuickBooks Online. From now on, when you manually upload a receipt onto Hubdoc, Hubdoc will extract the key data from the receipt. When Hubdoc has extracted this data, Hubdoc will then automatically create a transaction in QuickBooks Online with the original source document attached.

Check out the following support article for instructions on setting up an individual account to push to QBO

 

 

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