Set up your Hubdoc account

As a business owner, you may have created your own account, or your accountant or bookkeeper may have created your account on your behalf and invited you to join Hubdoc. In both scenarios, it is helpful to know how to access your account’s settings so you can make changes to your profile information, customize your Hubdoc email, add two-factor authentication to your account, and connect to Hubdoc's integrations.

Access your account settings

To review your account settings, navigate to the Profile and Security tabs within your Hubdoc account.

1. Log in to Hubdoc.
2. 
From the Hubdoc dashboard, click Accounts.

Please note: If you have multiple Hubdoc accounts, you will need to select the appropriate company from the list on your Organizations page to access that account’s Hubdoc dashboard.

3. 
Select Profile to review your name, company name, email, currency, date format, and Hubdoc email.
4. 
Select Security to change your Hubdoc login password and add two-factor authentication to your account.


Review profile information

Navigate to the Profile tab to review your profile settings and make any necessary changes. See below for more information about each field:

  • First and last name – The name should reflect the primary account holder’s name.
  • Company – The company name should reflect the company utilizing the account for their books.
  • Email – The email address should correspond to the primary account holder (or it can be an email alias if your accountant or bookkeeper is managing your account). This will be the username you use to log in to Hubdoc. If email alerts are enabled, this address will receive email notifications.
  • Base currency – The base currency should reflect the currency that the majority of your purchases are made in.
  • Date format – The date format should reflect the format used in your country or where the majority of your purchases are made.

Customize your Hubdoc email

Each Hubdoc account has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com. We recommend changing the prefix of this email to something easier to remember, like your company name.

​1. Within the Uploading files via email section of the Profile tab, click on the Edit icon next to your Hubdoc email address.
2. Enter your preferred prefix, and click Save. As long as it hasn’t been taken, it’s free to use!
3. Select Copy to Clipboard to save the customized Hubdoc email and share with your suppliers and anyone else that will need to submit documents into Hubdoc. (You can also save this email as a contact in your email settings for quick reference!)

Moving forward, you can send documents to this email address and they will upload to your Hubdoc account for processing. 

Set up two-factor authentication

Two-factor authentication (2FA) provides an extra layer of security for your Hubdoc account. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device. Navigate to the Security tab to add 2FA to your account and read our Helpdesk article for step-by-step instructions. 

Connect to Hubdoc integrations 

Hubdoc has direct integrations with Xero and Quickbooks OnlineBill.com for payment processing, and cloud storage platforms Google DriveSmartVaultDropboxShareFile, and Box.

Connecting your Hubdoc account to the appropriate integrations allows you to sync your documents and their data to the right place in your accounting workflow.

If you are working with an accountant or bookkeeper, this process may already be completed for you! If you are managing your own account, we recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents. 

To add your preferred integration, follow the steps below:

1. From your Hubdoc dashboard, click Accounts.
2. 
Click on the Destinations tab.
3. 
Click Connect next to your preferred platform to add the integration to your Hubdoc account.

Review the Helpdesk articles below to learn how to connect to Xero, QuickBooks Online, Bill.com, and cloud storage platforms:

What’s next? Become a Hubdoc pro – learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com by completing our online training courses!

About the Author

Paige Sopik

Paige is an Education Specialist at Hubdoc. She draws on her experience on Hubdoc's support and marketing teams to provide users with top-notch digital educational resources. Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.

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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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Complete Hubdoc training courses
Complete Hubdoc training courses

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