Set up your Hubdoc account

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

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.

To set up two-factor authentication, follow the steps below:

1. Log in to Hubdoc.
2. 
From your My Hubdoc portal (the first screen you see when you log in, titled 'Organizations'), click the dropdown menu in the top right corner (labelled with your name or company name), and then click Profile
3. From the Profile & Security tab within your Hubdoc organization, scroll down and select Set-Up Two-Factor Authentication


Note: For 'Upload Only' and 'Standard', selecting Profile will direct to the account holder's profile settings. Select Password & Security to set up two-factory authentication. 

Read our Helpdesk article for detailed instructions on 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.

Customize your Hubdoc email 

Each Hubdoc organization 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 the company name associated with the account. 

1. Log in to Hubdoc and navigate to your Hubdoc organization.
2. 
Click the gear icon to open the organization's settings. 
3. Click the Organization tab, scroll to the Uploading files via email section and click on the Edit icon next to your Hubdoc email address.
4. 
Enter your preferred prefix, and click Save. As long as it hasn’t been taken, it’s free to use!
5. 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!)

Note: 'Upload Only' users are not able to change Hubdoc organization settings, including editing the Hubdoc email. 

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

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 organization 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. Log in to Hubdoc and navigate to your Hubdoc organization.
2. 
Click the gear icon to open the organization's settings. 
3. Select Integrations.
4. 
Click Connect next to your preferred platform to add the integration to your Hubdoc organization.

Review the Helpdesk articles below to learn how to connect to Xero, QuickBooks Online, Bill.com, 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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