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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. Two-factor authentication (2FA) provides an extra layer of security for your or your clients’ Hubdoc accounts. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device. 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. Connecting your Hubdoc account to one of our integrations allows you to sync your documents and their data to the right place in your accounting workflow.
Choose from user roles like upload only, standard, or accountant/bookkeeper. Hubdoc extracts key details like supplier name, transaction amount, invoice income summary number, and due date from your financial documents. It then creates draft transactions in Xero, where you can review and edit them as needed. Your accountant or bookkeeper can set up Hubdoc in Xero for you.
Once documents have been seamlessly uploaded, the key data is extracted and synced with Xero or Quickbooks Online as an accurately coded transaction with the source document attached. Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero. Just snap a pic, upload the file to Hubdoc, then see the financial data in your Xero accounting software. Go paperless with Hubdoc—store bills and receipts securely in the cloud, so you never lose or damage records. Hubdoc organizes your documents automatically for easy access, and with automatic backups, you’ll have peace of mind knowing your financial records are safe and always available.
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).
Easy-to-use accounting software, designed for your small business. Hubdoc is mission control for your docs and offers seamless integration to industry-leading accounting and bookkeeping applications. Hubdoc connects to Xero, QuickBooks Online, Bill.com, and Liability Accounts cloud storage platforms.
How you store and organize your documents affects the efficiency of your business operations. That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero.
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. Learn how to add staff members to your firm and grant access to client accounts. Hubdoc has a direct integration with Fujitsu’s hubdoc ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account. The Hubdoc mobile app is a great tool for business owners who are always on the go. Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically.
