Sync your documents and data to connected integrations

Hubdoc has direct integrations with cloud accounting platforms Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms, Google Drive, SmartVault, Dropbox, ShareFile, Box, and Xero Files.  

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. For some business owners, this aspect of your workflow will be managed by your accountant or bookkeeper. If you will be managing your own Hubdoc account, payment processing, and/or bank reconciliation, read below to learn about how to work with Hubdoc’s integrations.

Follow the steps below to access our integrations window and add your preferred integration:

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.


Xero & QuickBooks Online

By integrating directly into Xero or QuickBooks Online, Hubdoc turns your receipts, bills, and invoices into accurately coded transactions with the key data entered and source documents attached.

Follow the resources below to learn more about getting started with each integration:

Xero

QuickBooks Online

Please note: Hubdoc does not integrate with QuickBooks Desktop.

Bill.com

Automate your bill payment and approval process using Hubdoc’s integration with Bill.com. Bills that are fetched or uploaded in Hubdoc can be sent to Bill.com with key data extracted and source documents attached, ready for payment and/or approval before being entered in your accounting software.

Follow the resources below for more information about using Hubdoc with Bill.com:

1. Online training course: Hubdoc-Bill.com Guru Certification
2. Helpdesk article: Connect to Bill.com
3. Helpdesk article: How to create bills in Bill.com from Hubdoc
4. Demo video: How to use Hubdoc & Bill.com together

Please note: Bill.com is only available in the United States.

Cloud storage platforms

Hubdoc automatically securely stores all documents; however, connecting to a cloud storage platform will enable additional, redundant backup. Cloud storage integrations also allow you to share specific documents with people who do not have access to your Hubdoc account. Follow the resources below to learn how to sync documents to your preferred cloud storage platform:


What’s next? Collaborate with your team members – learn how to invite users to access your Hubdoc account.

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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