Knowledge Base

Why the heck does HubDoc make me set up a new vendor name twice?  

There are two different places in HubDoc to create a new vendor. It took us a while to figure out why we needed to set it up twice.

The top section where you create a new vendor, it only is creating the file folder in the HubDoc filing storage, which is your set of folders within HubDoc under the Uploads section.

The second section is where you are creating the new vendor in QBO.  It only adds it into QBO if you are in the Configure section, where you are pushing it across to QBO.

Learn more about HubDoc.