How BooksHub Works
BooksHub automates the accounts payable process from End-to-End with minimal human intervention by extracting the data from the invoices and receipts.
Simple 3 Steps
Upload Invoices and Receipts
The upload process start with login to BooksHub portal using your registered credentials. Once you login successfully
- navigate to upload screen.
- If you have all invoices/receipts with same pages, choose “Upload and Process” option to select the files.
- If you have all invoices/receipts with different pages, choose “Split, Upload and Process” option to start with shorting and upload.
Review Extracted Data
After uploading and process the files, you can navigate to review screen.
- The review screen shall enable you to review all data which were processed by BooksHub data extract engine.
- It will show you all invoices/receipts extract data in tabular format along with digital copy of invoice/receipt.
- It also allows to make necessary changes (if any) in the extracted data.
- You can also take advantage to attach invoice/receipt to QuickBooks for future audit requirements.
Once you are satisfied with data, save them for the next and last step – Posting
Post Directly to Accounting Software
Once the review process is completed
- “Post” button can be used to post all selected invoices/receipt to your synced QuickBooks.
- If any duplicate transactions found during posting process, BooksHub shall move them to “Duplicate” tab for review.
- All other transactions shall be posted and summary will be appeared on the screen.
Have a Question ?
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