Connecting your Hubdoc organization to the appropriate integrations allows you to sync your documents and their data to the right place in your accounting workflow. We CARES Act recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents. Each Hubdoc organization has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com.

Manage documents with Hubdoc

• This will help them spend less time on manual data extraction and reduce the chance of errors.
• First, a user-friendly interface so you’re quickly up and running with the technology and use it every day.
• All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world.
• Hubdoc’s software provides a slick way to store and organize financial records.
• Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.
• It then creates draft transactions in Xero, where you can review and edit them as needed.

Whether you’re on the go, at home, or in the office, Hubdoc gives you the tools to upload paper and digital documents using your mobile device, desktop, email, or scanner. Once the document has been uploaded, Hubdoc extracts the key financial data and automatically files it into a supplier folder. Hubdoc reduces data entry by accurately capturing information from bills and receipts and publishing it to Xero; making it easy to match transactions to the Xero bank feed. Hubdoc is included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US). Automate your bill payment and approval process using Hubdoc’s integration with Bill.com.

Desktop upload

First, a user-friendly interface so you’re quickly up and running with the technology and use it every day. And third, the option to customise your invoices to suit your business’s needs and branding. And third, the option to customize your invoices to suit your business’s needs and branding. Hubdoc has direct integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box. How you store and organise your documents affects the efficiency of your business operations. Just think how much time you’d save if you can regularly find a record within a few seconds.

What’s next? Sync your documents and data to connected integrations.

Before you start emailing documents into Hubdoc, change the email address assigned to Outsource Invoicing your organization to one that’s specific and unique to your business. To make sure that emailed documents are uploaded to the correct Hubdoc organization, we add four unique characters when you change the email address. Hubdoc’s software provides a slick way to store and organise financial records. Hubdoc’s software provides a slick way to store and organize financial records. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind.

• Your accountant or bookkeeper can set up Hubdoc in Xero for you.
• Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, a…
• With Hubdoc, you can capture bills and receipts using any device including your mobile, email or scanner.
• Once the document has been uploaded, Hubdoc extracts the key financial data and automatically files it into a supplier folder.
• Hubdoc extracts key details like supplier name, transaction amount, invoice number, and due date from your financial documents.
• The Hubdoc mobile app is a great tool for business owners who are always on the go.

Get started with Hubdoc

Hubdoc has accounting integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box. All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world. In order for Hubdoc to accurately extract information from a document you’ve uploaded, the date, supplier name, and amount must be clearly visible. Practice uploading documents into your Hubdoc account using each of the upload options (listed below).

If you’re using Hubdoc with your accountant or bookkeeper, these upload tools make it quick and easy to share your documents with them in real time. Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data. If you need help, you can contact the team at Xero Central or watch a quick video explainer.

• By carefully managing your documents, you’ll also improve your security – with fewer documents getting lost or damaged – and file your tax returns more easily.
• How you store and organise your documents affects the efficiency of your business operations.
• As a business owner, you might be using Hubdoc to do your own bookkeeping, or you might be using Hubdoc to collaborate and share documents and data with your accountant or bookkeeper.
• Use the mobile app to scan documents to upload into Hubdoc.
• Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials.

Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc account. Hubdoc automatically pulls bills, receipts and statements into one secure hub. Xero Central gives you nuts and bolts information on Xero’s document management software. All pricing plans cover the accounting essentials, with room to grow. If an account with this email address exists, we will send you instructions on how to reset your password. Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, a…

• Go paperless with Hubdoc—store bills and receipts securely in the cloud, so you never lose or damage records.
• To make sure that emailed documents are uploaded to the correct Hubdoc organization, we add four unique characters when you change the email address.
• If you’re using Hubdoc with your accountant or bookkeeper, these upload tools make it quick and easy to share your documents with them in real time.
• Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books.
• Two-factor authentication (2FA) provides an extra layer of security for your or your clients’ Hubdoc accounts.
• Hubdoc connects to Xero, QuickBooks Online, Bill.com, and cloud storage platforms.

Once the document has been uploaded, Hubdoc extracts financial data from it, and automatically files it into a supplier folder. Record financial documents while on the go, whether it’s the receipt for a business lunch or a bill that just landed in your email. Use the mobile app to scan documents to upload into Hubdoc. You can easily push these docs to Xero to automate admin, preventing mistakes and freeing up your time. hubdoc With Hubdoc, you can capture bills and receipts using any device including your mobile, email or scanner.