Attach All Source Documents to QuickBooks Transactions

Accurate bookkeeping is more than posting numbers, it's about keeping every transaction backed with proper support. With this service, we ensure your receipts, bills, and check images are properly filed and synced directly into QuickBooks from Hubdoc (or manually from uploads you gave us in the client portal).

No more digging through folders or email threads. Every transaction in your books connects to its original document, giving you transparency, proof of expense, and audit-ready records anytime you need them.

How It Works by Subscription Level

Platinum Daily

Source documents and receipts that are forwarded to your HubDoc system, or uploaded to the client portal, are attached and referenced with daily posting and review. We may also use other tools to text you a receipt request if a purchase was made on a connected business card that has a request feature. If you upload an image that way, we'll ensure it's attached to your QuickBooks transaction.

Gold Weekly

Source documents and receipts that are forwarded to your HubDoc system, or uploaded to the client portal, are attached and referenced with weekly posting and review. We may also use other tools to text you a receipt request if a purchase was made on a connected business card that has a request feature. If you upload an image that way, we'll ensure it's attached to your QuickBooks transaction.

Bronze Monthly

Source documents and receipts that are forwarded to your HubDoc system, or uploaded to the client portal, are attached and referenced with monthly posting and review.

Copper Quarterly

Source documents and receipts that are forwarded to your HubDoc system, or uploaded to the client portal, are attached and referenced with quarterly posting and review.

Starter Annual

Documents are attached and organized annually alongside your year-end preparation. Source documents and receipts that are forwarded to your HubDoc system, or uploaded to the client portal, are attached and referenced with yearly posting and review.

Benefits

External: Every transaction is backed by documentation for complete transparency.

Internal: Comfort knowing you’re always organized, compliant, and audit-ready.

AI-powered receipt reminders for Mastercard

The Bottom Line

When every dollar is backed by documentation, you gain clarity, protection, and peace of mind. Whether posted daily, weekly, monthly, quarterly, or annually, your books stay organized, credible, and ready for review. It’s one more step toward financial simplicity and a bigger bottom line.