Whether you’re on the go, at home, or in the office, Hubdoc gives you the tools to upload paper and digital documents using your mobile device, desktop, email, or scanner. Once the document has been uploaded, Hubdoc extracts financial data from it, and automatically files it into a supplier folder.
Practice uploading your documents
In order for Hubdoc to accurately extract information from a document you've uploaded, the date, supplier name, and amount must be clearly visible. Practice uploading documents into your Hubdoc organization using each of the upload options:
The Hubdoc mobile app is a great tool for business owners who are always on the go. Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically. Follow the steps below to upload documents using your mobile device, or watch this video for more detailed instructions.
Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization.
Each Hubdoc organization has a unique Hubdoc email which is used for sending in documents. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Follow the instructions below to email a document into Hubdoc.
Pro tip: Do you receive recurring bills and invoices to your email? Set up automated email forwarding filters so when documents land in your inbox they are uploaded directly into your Hubdoc account.
Find other tips and suggested workflows for emailing documents into Hubdoc in our Helpdesk article: Emailing Documents into Hubdoc.
Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account.
Read our resources below to learn how to set up ScanSnap with Hubdoc:
- Getting started with ScanSnap Home
- Getting started with ScanSnap Cloud
- Getting Started with ScanSnap Manager
Please note: ScanSnap is not currently available in the United Kingdom.
Types of files you can upload
Hubdoc’s data extraction can read the following file types:
- Plain text
Please note: The maximum single document file size Hubdoc supports is 35 MB. A maximum of 300 documents can be uploaded to Hubdoc in a 24-hour period.
What’s next? Learn how to sync documents and their data to Xero, QuickBooks Online, Bill.com, and cloud storage platforms.
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