1. Visit BooksHub and Go to Review Screen
2. Processed invoices or receipts
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On the Left is all the processed data of all invoices or receipts
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On the Right is an image viewer that shows the image of invoice or receipt i.e., the focused row from the table
3. Focus/Click an invoice from table
4. Validate/Update the invoice data
A red cell is the required missing information for any invoice or receipt
5. Select Supplier (if required)
From the expanded dropdown, Select the supplier (if already present) or Add a new supplier (as required). In this case, Search and Select TKS Services
6. Select Category (if required)
In this case, I will select Office expenses
7. Select Transactions
Once the required information is filled out, Select the transaction that are ready of Posting. You can also just save the transactions, if you do NOT want to post that at the moment.
8. Post Selected Transactions
9. Confirm Companies
Review the BooksHub Company and the Integrated QuickBooks Company. Lastly, Click on Confirm button.
10. Posting Summary
After posting these transaction there 3 possibilities.
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The transactions that are Successfully posted can be found in the POSTED Tab (shown in next step)
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The transactions that are found as duplicate (meaning a similar invoice is already present) can be found in the Duplicate Tab (shown in next step)
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The transactions may may error due to some reason. They can be found in review screen itself
11. Illustration of Posted Transactions
You can find QB REFERENCE number for all posted transactions through you can locate this entry in QuickBooks
