Software and migrations
Dext and Hubdoc integration
Receipt and bill capture connected through Dext or Hubdoc so paperwork reaches a Canadian business's QuickBooks Online, Xero or Sage 50 file automatically, with GST/HST correctly extracted from every receipt instead of guessed at during reconciliation, and a supplier rule set up so recurring bills code themselves.
Migration checklist
Illustrative client · August 2026
CAD
- Old file backed up with full historyDone
- Chart of accounts mapped line by lineDone
- Opening balances agreed to the old fileDone
- Bank feeds connected and testedIn progress
- First month closed in the new softwareNext
Illustrative. An example of the document, not a client's figures.
Where paper still causes problems in a Canadian file
GST/HST input tax credits depend on having a valid receipt or invoice that shows the tax charged. A shoebox of receipts or a folder of forwarded emails makes that recoverable in theory and painful in practice. Dext and Hubdoc read the receipt, extract the GST/HST amount and the supplier, and push a coded transaction into the accounting file automatically, which is the difference between claiming every input tax credit you are entitled to and losing some of them to a missing scrap of paper.
Setting it up
We connect Dext or Hubdoc to email, the mobile app and the accounting platform, and configure supplier rules so recurring bills, like rent, software subscriptions or a regular supplier invoice, code themselves correctly every time rather than needing review each month. Where more than one person needs to submit receipts, an approval workflow gets set up so nothing posts without the right sign-off.
Clearing a backlog
Canadian businesses often have months of unfiled receipts sitting in an inbox or a physical folder. Clearing that backlog is a common starting point alongside a catch-up bookkeeping engagement: everything gets captured, matched to bank and card transactions, and the GST/HST component confirmed against what was actually charged.
What still needs review
Not every receipt auto-categorises cleanly, particularly split expenses or anything crossing a personal and business card. Those exceptions get reviewed by our team each period rather than posted on autopilot, so a bad auto-match does not sit in the file until year end.
Questions
Frequently asked questions: Dext and Hubdoc integration
Do you set up approval rules for who can submit receipts?
Yes, where more than one person submits, an approval step is added so nothing posts to the books without sign-off.
Can Dext or Hubdoc correctly extract GST/HST from a receipt?
Yes, the tax amount is read from the document and coded to its own account, which supports the input tax credit claimed on the return.
How quickly does a submitted receipt appear in the books?
Once Dext or Hubdoc extracts it, it is coded and matched during the next reconciliation cycle, not held until month end.
Does every receipt get accepted automatically once Dext or Hubdoc is set up?
No. Items that fail to auto-categorize correctly, like split or mixed personal and business expenses, get reviewed by our team each period.
What exactly is included in dext and Hubdoc integration?
Dext or Hubdoc connected to email, mobile app and the accounting platform, and supplier rules configured so recurring bills code themselves correctly. This work runs inside Dext or Hubdoc, whichever your business already has in place, and it rolls into your regular monthly close rather than sitting off to the side as a separate, unreconciled process.
Do employees need training to use Dext or Hubdoc?
Most people only need to know how to forward an email or snap a photo. We handle the setup and the coding rules behind it.
Can you clear an existing backlog of unfiled receipts?
Yes, that is a common starting point alongside a catch-up bookkeeping engagement.
Who reviews the work before it reaches us?
Every deliverable under dext and Hubdoc integration is reviewed by a senior principal before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
What is included in dext and Hubdoc integration?
Dext and Hubdoc integration covers dext or Hubdoc connected to email, mobile app and the accounting platform and supplier rules configured so recurring bills code themselves correctly. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
Related services
- BookkeepingCatch-up and cleanup bookkeepingMonths or years of books brought up to date and reconciled, with a written record of every adjustment, so monthly bookkeeping can start from a clean base.
- AP & ARBill pay (Bill.com, Melio)Vendor bills are entered, coded and routed for your approval, then paid on the schedule you set through Bill.com or Melio, with every payment matched back to its bill.
Industries
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.