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:
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:
Please note: Hubdoc does not integrate with QuickBooks Desktop.
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:
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 AuthorFollow on Twitter More Content by Paige Sopik