Hubdoc Getting Started Guide for Businesses
Follow our resources below to start using Hubdoc for your business!
Overview: Getting started with your Hubdoc account
Welcome to Hubdoc! Start here for an overview of how to start using Hubdoc for your business.
Set up your Hubdoc account
Learn how to update your profile information, Hubdoc email, set up two-factor authentication, and more.
Complete Hubdoc training courses
Learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com.
Upload digital and paper documents
Learn how to upload documents to Hubdoc from your mobile device, desktop, email, or scanner.
Automatically fetch documents from banks and online suppliers
Learn how to automatically retrieve historical and recurring financial documents from hundreds of banks and online suppliers.
Sync your documents and data to connected integrations
Hubdoc connects to Xero, QuickBooks Online, Bill.com, and cloud storage platforms. Click here to learn how each integration works.
Add collaborators to your Hubdoc account
Hubdoc allows multiple users to access one account – learn how to invite others (your accountant, bookkeeper, business partners etc.) to your account here.
Questions? We’re here to help.
Search our Helpdesk or contact our support team for extra help.