Hubdoc Getting Started Guide for Businesses

Follow our resources below to start using Hubdoc for your business!

  • Overview: Getting started with your Hubdoc account

    Overview: Getting started with your Hubdoc account

    Welcome to Hubdoc! Start here for an overview of how to start using Hubdoc for your business.

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  • Managing your Hubdoc account settings

    Managing your Hubdoc account settings

    Learn how to update your profile information, Hubdoc email, set up two-factor authentication, and more.

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  • Complete Hubdoc training courses

    Complete Hubdoc training courses

    Learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com.

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  • Upload digital and paper documents

    Upload digital and paper documents

    Learn how to upload documents to Hubdoc from your mobile device, desktop, email, or scanner.

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  • Automatically fetch documents from banks and online suppliers

    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.

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  • Sync your documents and data to connected integrations

    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.

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  • Add collaborators to your Hubdoc account

    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.

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  • Questions? We’re here to help.

    Questions? We’re here to help.

    Search our Helpdesk or contact our support team for extra help.

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