Set up your Hubdoc account

When you’re first setting up your Hubdoc account we recommend that you customize the email you use to send documents to Hubdoc, add two-factor authentication to your account, and connect to all integrations relevant to your workflow. 

Access your account settings

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

1. Log in to Hubdoc.
From the Organizations page, click the dropdown menu in the top right corner, and then click Settings.
3. Click Accounts.
Select Profile to review your name, company name, email, currency, date format, and Hubdoc email.
Select Security to change your Hubdoc login password and add two-factor authentication to your account.

Review account 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 (for a client account, this could be an email alias.) 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.
  • 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 We recommend changing the prefix of this email to something easier to remember, like the company name associated with the account. 

1. Within the Uploading files via email section of the Profile tab, click on the Edit icon next to your Hubdoc email address.
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 or your clients' Hubdoc accounts. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device. Read our Helpdesk article to learn how to set up 2FA for your Hubdoc account.

Please note: Enabling 2FA on your Hubdoc account does not enable it on the accounts of your collaborators and clients – 2FA must be set up by each account owner. We recommend that you encourage your staff members and clients to enable 2FA on their accounts to maximize security.

Connect to Hubdoc integrations 

Hubdoc has direct integrations with Xero and Quickbooks 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. 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.
Click on the Destinations tab.
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,, and cloud storage platforms:

 What’s next? Learn how to automatically fetch documents from hundreds of banks and online suppliers.

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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