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.

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, Gold Weekly, Bronze Monthly

We attach all source documents and receipts to the related transactions in QuickBooks. These are reviewed and posted monthly for organized and accurate books.

Copper Quarterly

Source documents and receipts are attached and referenced with quarterly posting and review.

Starter Annual

Documents are attached and organized annually alongside your year-end preparation.

Benefits

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

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

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.