QuickBooks complement for document intake

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X sync with QuickBooks Online?

No direct GL integration in v1. Hivi-X is intentionally intake-only.

What problem does Hivi-X solve for QBO bookkeepers?

The document chase — knowing which statements and receipts are still missing before you reconcile.

Can I export for my bookkeeper handoff?

Yes. PDF package export summarizes collected items for internal review or client communication.

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