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Preface

Work in Progress

This tutorial is still a work in progress. Our team is working hard on adding more of these helpful articles.

New articles are often added when there is a need. So if you are one of our clients and you are unsure on how to do something in QuickBooks + Hubdoc reach out to us a we will probably create an article to answer your Question.

This tutorial is for our clients and describes Duco’s standard workflows. Therefore, this tutorial is quite opinonated and the “rules” defined in it are not hard and fast. There are plenty of places where may want to stray from these rules. However, for most non-bookkeepers it is best to stick to the workflows as described.

Duco’s favorite technology stack is QuickBooks Online + Hubdoc. That means some of the pages will assume the use of Hubdoc.