Sync your documents and data to connected integrations

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

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. 

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.

Get to know how your preferred integration works by connecting your firm’s Hubdoc account with your Xero Partner account or Quickbooks Online Accountant account. 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 before being entered in your accounting software.

Connect to your firm’s Bill.com account to practice using the integration. Follow the resources below for more information:

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. In addition, our cloud storage integrations 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? Learn how to invite users to access your Partner 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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