How to Get the Most Out of Your Free Hubdoc Partner Account

November 2, 2018 Victoria Hoffman

Free Hubdoc Account

Did you know that accounting and bookkeeping practices are eligible for a free Hubdoc partner account for life?

We encourage accountants and bookkeepers to sign up for Hubdoc and try it out for free at their own practice. As with any tool, implementing Hubdoc in your own workflows and integrating it into your technology stack will help you better understand the value that Hubdoc provides before you add any client accounts.

But… where should you start? What are the most important features to test? Follow the suggested steps below to learn how you can get the most out of your practice’s free Hubdoc partner account and start to embrace code-free accounting.

General tips for trying out Hubdoc

With so many apps available in the quickly-growing accounting app ecosystem, it can be tricky to determine whether or not you actually need an app at your practice.

One of the most important things to determine when testing an app is whether or not it will help to resolve a defined business need. (Note: We recommend reviewing our accounting app evaluation checklist for a comprehensive list of items to test and questions to ask while trialing any app.)

If you’re trying out Hubdoc at your practice, you’re likely experiencing some pain when it comes to collecting source documents from your clients, manual data entry, and coding transactions. As such, it’s important to ensure that Hubdoc will help you automate these manual tasks in service to achieving code-free accounting!

Here are some other tips that will help to ensure you get the most out of your Hubdoc partner account:

  • Book or watch a demo. Book a demo with one of our product specialists, who will be happy to walk you through Hubdoc one-on-one and answer any specific questions you may have! Or, if you’re eager to start now, watch this on-demand webinar recording to learn how to get started on Hubdoc.
  • Review our Onboarding Guide. While the suggestions below will be helpful at a high-level, reviewing our onboarding guide will help you better understand what’s involved when bringing on your clients.
  • Review our Weekly Reconciliation & Month-End Close checklist. This helpful checklist provides a comprehensive overview of how to incorporate Hubdoc into your weekly reconciliation and month-end close workflow.

Testing out Hubdoc at your practice

While testing out Hubdoc at your practice, we encourage you to try out all of the app’s features; however, we also understand that your time is limited and you might not know where to start!

The following four steps will help you cover Hubdoc’s core functionality.

1. Set up automated connections

Hubdoc enables bank statements, bills, and invoices to be automatically fetched from hundreds of financial institutions, utilities, and online vendors.

See our full list of connections in your region:

Follow these instructions to set up an automated connection.

2. Add receipts manually

Hubdoc also supports the ability for documents that cannot be fetched by an automated connection to be added manually.

There are a few ways to add these types of documents:

1 - By dragging and dropping from your desktop

2 - Via email using your unique intake email address

3 - Taking a photo with our mobile app

4 - Via scanner using our integration with ScanSnap Cloud

For a comprehensive guide on how to add paper to Hubdoc, click here.

3. Code and post transactions to your general ledger

Once documents have been added to Hubdoc, the key data (vendor name, date, and total amount) will be extracted.

You can then code the document accordingly and post it to your general ledger software, where it will be matched to the corresponding transaction on the bank feed, ready to be reconciled with the source document attached! Learn more by following the links below.

Note: You can move one step closer to code-free accounting by configuring vendor rules and automating how documents are coded and posted to Xero or QuickBooks Online.

Questions? Contact our Support Team!

We’re here to help! Please don’t hesitate to contact us with any questions you have while setting up your free Hubdoc partner account and testing it out at your practice. 

Ready to start onboarding your clients to Hubdoc?
Review our Partner Guide, which provides
 best practices, templates, and additional resources to make the onboarding process as seamless as possible.

About the Author

Victoria Hoffman

Victoria is the Content Marketing Manager at Hubdoc. She is a graduate of the University of Toronto's Semiotics and Communication Theory program and has 5+ years of experience in digital marketing. She appreciates a fun pun and is always looking for a good book to read.

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