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Intro to QuickBooks apps for your clients: Organize your documents

Welcome to the second of several articles about apps for your clients. These articles are designed to help you educate and inform your clients on apps that will help them be more efficient and productive.

We’ve written these articles for your clients so you can simply cut and paste this info and send to clients. Here we go!

Even in the age of the cloud, there are two pretty big analog issues: so many documents to track and so much data to enter. Luckily, for every problem small business owners face, there are quite a few apps built to solve it. The good news? They all integrate seamlessly with QuickBooks® Online.

Here are a few apps that will help you track and organize important financial documents: statements, bills, invoices and receipts in QuickBooks Online, automatically. Without needing to chase down documents or spend time entering and sorting data, you can spend more of your precious time and mental energy growing your business.

Each of the following apps vary in functionality, so you can find the one that’s right for you.


Automates entry of bills, receipts, bank statements, sales invoices and more.

How it works with QuickBooks: AutoEntry integrates seamlessly with QuickBooks and extracts the required data before posting it into your QuickBooks account. AutoEntry is also a smart solution and remembers how you categorize expenses so you won’t ever have to categorize them again.


Your key financial docs in one place, automatically.

How it works with QuickBooks: Hubdoc seamlessly syncs your documents and their data with QuickBooks Online. It turns your receipts, bills and invoices into accurately coded QuickBooks Online transactions, with key data entered and source documents attached. Transactions are then auto-matched to the bank feed for one-click reconciliation and audit-proofing.


Documents organized. Data utilized. Business simplified.

How it works with QuickBooks: An integrated solution, Neat is simple to get started and connects with your QuickBooks account in just a few steps. With Neat, you gain automated receipt and invoice capture, accurate data recording, robust categorization and organization, and unlimited document storage and retention.


Simple document management for QuickBooks Online transactions.

How it works with QuickBooks: Founded by a bookkeeping firm, LedgerDocs helps users easily create QuickBooks Online transactions, such as invoices, bills and expenses, with attached source documents from the LedgerDocs document viewer, with our “1-Click Create” feature. These filed documents can be viewed with notes and tags from any transaction in question within QuickBooks Online.

To learn more about how app integrations can help make your clients’ life easier, check out the rest of our Intro to Apps series:

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