Patrice Diana Bookkeeping: How a QuickBooks ProAdvisor Saved 16+ Hours per Month with MakersHub
About Patrice Diana Bookkeeping
Patrice Diana is a seasoned QuickBooks ProAdvisor with over 20 years of bookkeeping experience. Specializing in helping hands-on, service-oriented businesses — from electricians and plumbers to construction and landscaping companies — Patrice’s clients rely on her to keep their finances organized and accurate so they can focus on growing their businesses. Patrice’s warm personality, positive outlook, and dedication to client success make her a trusted partner for business owners juggling multiple priorities.
The Challenge
Despite her extensive experience, Patrice struggled with the inefficiencies of mainstream AP tools like BILL. Processing weekly payables took up to 3–4 hours every Tuesday, often requiring double data entry and constant manual workarounds.
Manual data entry of line-item details, updating payment statuses in multiple systems, and ensuring proper coding to jobs and customers all contributed to time-consuming bottlenecks.
Patrice needed a solution that would:
- Enhance visibility of bills — even before processing or approval
- Provide an easy way to collaborate with multiple users
- Eliminate double entry and sync seamlessly with QuickBooks
- Code expenses accurately, line by line
“Recently, I entered 91 bills in 30 minutes. Now I don’t dread my Tuesdays. I don’t even worry about it.”
Patrice Diana
QuickBooks ProAdvisor
The MakersHub Solution
Patrice transitioned her entire AP process to MakersHub, transforming how she manages bill processing and approvals. MakersHub’s AI-powered Smart Data Capture eliminates manual data entry, instantly extracting line-item details with 100% accuracy. Bills and receipts can be forwarded directly to MakersHub’s centralized inbox, ensuring that every bill — even multi-page PDFs — is captured and processed.
Key features that transformed Patrice’s workflow:
- Two-way sync with QuickBooks — eliminating double entry and ensuring accurate, real-time updates across systems
- Approval flows with notes and attachments — giving clients and staff full visibility and control
- Line-item extraction and auto-mapping — ensuring accurate job and customer coding in QuickBooks
- Intuitive interface — reducing AP processing time from hours to minutes
“I think the 2-way sync is a huge benefit of MakersHub. I don’t have to worry about double updating. If a bill is paid in QuickBooks, MakersHub updates automatically.”
Patrice Diana
QuickBooks ProAdvisor
The Results
Since adopting MakersHub, Patrice has dramatically improved efficiency and accuracy across her AP workflow:
16+
hours saved per month, eliminating tedious manual data entry
3–4
hours per week of AP processing time reduced to just 30 minutes
These improvements have resulted in enhanced financial accuracy and reduced manual errors, seamless visibility of payables for all stakeholders, and better collaboration with clients and staff through streamlined approval flows and notes.
“I think the 2-way sync is a huge benefit of Ma“What used to take me hours now takes minutes. It’s a complete game-changer. I can focus on helping my clients grow their businesses instead of getting bogged down in manual tasks.”kersHub. I don’t have to worry about double updating. If a bill is paid in QuickBooks, MakersHub updates automatically.”
Patrice Diana
QuickBooks ProAdvisor
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