بداية سريعة
يغطي هذا الدليل جميع ميزات Hubdoc:
- ابدء — Create your Hubdoc account and connect it to your accounting software
- كيفية استخدام خاصية جلب المستندات التلقائي — Pull bills and bank statements in without lifting a finger
- كيفية استخدام تقنية استخراج البيانات الذكية — Read supplier names, dates, amounts, and invoice numbers from every file
- كيفية استخدام ميزة تحميل التطبيقات على الهاتف المحمول بسهولة — Snap photos of receipts at the counter instead of hoarding paper
- كيفية استخدام التخزين السحابي الآمن — Keep every file in the cloud behind bank-level 256-bit encryption
- كيفية استخدام التكامل مع برامج المحاسبة — Sync your documents and data straight into Xero or QuickBooks Online
- كيفية استخدام نظام الملفات والفرز التلقائي — Teach Hubdoc your rules once and let it file new uploads for you
- كيفية استخدام الوثائق المقاومة للتدقيق — Attach a source document to every transaction your accountant reviews
- كيفية استخدام خاصية التعاون بين المستخدمين — Give accountants, bookkeepers, and staff members the right access level
- كيفية استخدام خاصية تصدير المستندات ونسخها احتياطيًا — Copy every file to Dropbox, Google Drive, or Box on a schedule
الوقت اللازم: خمس دقائق لكل فقرة
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates مسك الدفاتر tasks and frees up time to focus on adding value to clients.
It reads your financial documents and hands the data to زيرو.
That cuts the time spent typing receipts, bills, and expenses by hand.
Most people only ever upload receipts and stop there.
This guide shows you how to use Hubdoc properly, feature by feature.
دليل استخدام Hubdoc
This How to use Hubdoc tutorial walks through every feature step by step. You will go from an empty account to automatic filing.
Hubdoc
Stop retyping invoices and bills by hand. Hubdoc fetches your financial documents, extracts the data, and syncs it with Xero or برنامج QuickBooks Online. It is included free with most Xero plans.
البدء باستخدام Hubdoc
Before any feature works, you need to set up your Hubdoc account.
It takes about three minutes.
Here is my honest walkthrough video of the first session:
والآن دعونا نشرح كل خطوة بالتفصيل.
Step 1: Create Your Hubdoc Organization
Log in to Xero and open the Hubdoc tile from your dashboard.
Creating the Hubdoc organization from Xero keeps both files linked correctly.
✓ نقطة تفتيش: تحقق من صندوق الوارد for the confirmation email.
الخطوة الثانية: افتح لوحة التحكم
Log in on desktop, or install the app on نظام التشغيل iOS وأندرويد.
هذا هو شكل لوحة التحكم:
✓ نقطة تفتيش: You should see your empty document inbox.
Step 3: Find Your Hubdoc Email Address
Open Settings and copy the unique Hubdoc email address for your عمل.
Forward any digital invoices and receipts straight to it.
✅ تم: أنت الآن جاهز لاستخدام أي ميزة من الميزات أدناه.
كيفية استخدام خاصية جلب المستندات التلقائي في Hubdoc
جلب المستندات تلقائيًا lets you connect your banks and suppliers so bills arrive on their own.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Connections Tab
Click Connections in the left menu of your Hubdoc account.
You will see a search box listing banks, utilities, and telecom suppliers.
Step 2: Link Each Supplier Account
Search the supplier, then enter the login you normally use.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ النتيجة: New invoices and statements now land in Hubdoc automatically.
💡 نصيحة احترافية: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
استخراج البيانات الذكية lets you skip manual data entry on invoices, bills, and receipts.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open Any Uploaded Document
Click a document from your Hubdoc inbox.
The extracted fields sit on the right, beside the scanned image.
Step 2: Check the Extracted Fields
Compare supplier names, dates, amounts, and invoice numbers against the original.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ النتيجة: Clean documents and data are ready to push into your محاسبة برمجة.
💡 نصيحة احترافية: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
سهولة تحميل تطبيقات الجوال lets you upload digital and paper documents from your phone in seconds.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Install the Hubdoc App
Download Hubdoc from the App Store or Google Play.
Log in with the same email and password you use on desktop.
Step 2: Tap the Camera Icon
Point your phone at the receipt and hold steady.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The receipt shows in your Hubdoc inbox within a minute.
Step 3: Confirm and Send
Review the crop, then tap Upload to finish the session.
✅ النتيجة: Paper receipts are captured before they fade or go missing.
💡 نصيحة احترافية: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
كيفية استخدام خدمة التخزين السحابي الآمنة من Hubdoc
تخزين آمن قائم على السحابة lets you store financial documents safely and search them from anywhere.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Documents Tab
Click Documents to see everything stored in the cloud.
Files stay protected with 256-bit encryption and SSL/TLS technology.
Step 2: Use the Search Bar
Type a supplier name, amount, or date to find a file.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Search returns the right file, and login now asks for a code.
Loading...
Open Settings, then switch on two factor authentication for your login.
✅ النتيجة: Your documents are backed up, searchable, and locked down.
💡 نصيحة احترافية: Search by amount when you forget the supplier. It beats scrolling months of files.
كيفية استخدام تكامل Hubdoc مع برامج المحاسبة
التكامل مع محاسبة برمجة lets you push data to connected integrations without touching a spreadsheet.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open Integrations in Settings
Pick your accounting software from the list shown.
Hubdoc supports Xero, QuickBooks Online, Bill.com, and cloud storage services.
Step 2: Authorise the Connection
Log in to the accounting tool and approve access.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ النتيجة: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 نصيحة احترافية: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
كيفية استخدام نظام Hubdoc للتصنيف والفرز التلقائي
نظام حفظ الملفات وفرزها آلياً lets you build a filing system by year, month, or document type.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Create Your Folders
Open Documents and add folders for year, month, or type.
Most people file by year first, then by supplier underneath.
Step 2: Move a Document Manually
Drag a bill into the folder where it belongs.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ النتيجة: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 نصيحة احترافية: Keep folder names short. Long names get cut off in the mobile app view.
كيفية استخدام وثائق Hubdoc المقاومة للتدقيق
وثائق مقاومة للتدقيق lets you answer audit questions without digging through boxes.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Publish With the Image Attached
Leave the attachment toggle on when you publish a bill.
The scanned file travels with the transaction into your ledger.
Step 2: Check the Xero Record
Open the bill in Xero and click the paperclip icon.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ النتيجة: Every transaction now has proof behind it, ready for review.
💡 نصيحة احترافية: Never delete a published document. Removing it breaks the link inside Xero.
كيفية استخدام ميزة التعاون بين المستخدمين في Hubdoc
تعاون المستخدمين lets you share your books without handing over full control.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Users Tab
Click Settings, then Users, then Invite User.
Invitations go out by email and expire after seven days.
Step 2: Choose an Access Level
Pick upload only for staff members, or standard for bookkeepers.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ النتيجة: You can grant your accountant access to view your bookkeeping directly.
💡 نصيحة احترافية: Give warehouse staff upload only rights. They can send receipts but cannot publish.
كيفية استخدام ميزة تصدير المستندات ونسخها احتياطيًا في Hubdoc
تصدير المستندات ونسخها احتياطيًا lets you keep a second copy of your records outside Hubdoc.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Connect a Storage Service
In Integrations, pick Dropbox, Google Drive, or Box.
Hubdoc then mirrors your folder structure inside that service.
Step 2: Choose What Syncs
Select all documents, or limit the sync to chosen folders.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The ZIP downloads and your cloud drive shows matching folders.
Step 3: Run a Bulk Export
Tick the files you want and click Download as ZIP.
✅ النتيجة: Your records survive even if you close the account later.
💡 نصيحة احترافية: Run a full export every January. It gives you a clean archive of the closed year.
نصائح واختصارات احترافية من Hubdoc
After two years of managing client files in Hubdoc, here are my best tips.
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| Publish current document | Ctrl + Enter |
| Next document in queue | J |
| Previous document | K |
| Jump to search | Ctrl + F |
These four shortcuts alone cut my review time in half.
ميزات خفية يغفل عنها معظم الناس
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Supplier rules: Set a default account per supplier so coding happens on upload.
- Help centre: Click the Hubdoc blog logo in the help centre to reach setup guides.
أخطاء شائعة يجب تجنبها في Hubdoc
Mistake #1: Creating the Account Outside Xero
❌ خطأ: Signing up on the Hubdoc website when you already own Xero.
✅ يمين: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ خطأ: Trusting every extracted figure and publishing the whole batch blind.
✅ يمين: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ خطأ: Saving a month of paperwork for one long Sunday session.
✅ يمين: Upload as you go. Ten seconds daily beats three hours monthly.
استكشاف أخطاء Hubdoc وإصلاحها
Problem: Documents Are Not Syncing to Xero
سبب: The integration token expired, usually after a password change.
يصلح: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
سبب: Poor lighting, creased paper, or a faded thermal receipt.
يصلح: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
سبب: The bank added two factor authentication to online logins.
يصلح: Reconnect and approve the prompt on your phone within the timeout window.
📌 ملحوظة: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
ما هو Hubdoc؟
Hubdoc is a document capture tool that removes manual data entry from bookkeeping.
Think of it as a scanner that also does the typing.
Hubdoc helps streamline bookkeeping by automating data entry from financial documents.
Loading...
It is worth it if you want to simplify bookkeeping and reduce hours lost to paperwork.
Less time on typing means more attention for clients and the work that pays.
شاهد هذه النظرة العامة السريعة:
يتضمن هذا المنتج الميزات الرئيسية التالية:
- جلب المستندات تلقائياً: Pull bills and bank statements in without lifting a finger.
- استخراج البيانات الذكي: Read supplier names, dates, amounts, and invoice numbers from every file.
- تحميل تطبيقات الجوال بسهولة: Snap photos of receipts at the counter instead of hoarding paper.
- تخزين آمن قائم على السحابة: Keep every file in the cloud behind bank-level 256-bit encryption.
- التكامل مع برامج المحاسبة: Sync your documents and data straight into Xero or QuickBooks Online.
- حفظ الملفات وفرزها تلقائياً: Teach Hubdoc your rules once and let it file new uploads for you.
- وثائق قابلة للتدقيق: Attach a source document to every transaction your accountant reviews.
- التعاون بين المستخدمين: Give accountants, bookkeepers, and staff members the right access level.
- تصدير المستندات ونسخها احتياطياً: Copy every file to Dropbox, Google Drive, or Box on a schedule.
للاطلاع على مراجعة كاملة، راجع مراجعة Hubdoc.
أسعار Hubdoc
Here is what Hubdoc costs in 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| اشتراك شهري | 12 دولارًا شهريًا | Any business owner using Hubdoc on its own |
Hubdoc costs around $12 per month if used independently.
It is included at no extra cost with most Xero plans, including Starter, Standard, and Premium.
تجربة مجانية: Yes, 14 days free with no card required.
ضمان استرداد الأموال: No formal guarantee. You can cancel monthly at any time.
💰 أفضل قيمة: Monthly Subscription — but check your Xero plan first, since it may already be free.
مقارنة Hubdoc بالبدائل
How does Hubdoc compare? Here is the competitive landscape:
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | 12 دولارًا شهريًا | ⭐ 4.2 |
| دكس | Heavy supplier fetching | 29 دولارًا شهريًا | ⭐ 4.5 |
| الإدخال التلقائي | حكيم المستخدمون | 12 دولارًا شهريًا | ⭐ 4.3 |
| دوسيت | AI categorisation | 50 دولارًا شهريًا | ⭐ 4.2 |
| إكسبنسيفاي | Staff expense claims | 5 دولارات شهرياً | ⭐ 4.4 |
| سنيدر | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Zoho Books | All-in-one value | 15 دولارًا شهريًا | ⭐ 4.5 |
| موجة | Free bookkeeping | 0 دولار شهرياً | ⭐ 4.4 |
اختيارات سريعة:
- الأفضل إجمالاً: Hubdoc — free inside Xero and easy for beginners.
- أفضل ميزانية: Wave — no cost at all for very small businesses.
- الأفضل للمبتدئين: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 بدائل Hubdoc
هل تبحث عن بدائل لـ Hubdoc؟ إليك أفضل الخيارات:
- 🚀 لغز IO: Accounting built for startups, with automatic categorisation and live الإبلاغ.
- 🌟 نص: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ زيرو: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 سنيدر: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 نهاية شهر سهلة: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 حكيم: Full accounting suite for larger firms needing stock and payroll.
- 💼 كتب زوهو: Strong value if you already run other Zoho business apps.
- 💰 موجة: Free invoicing and bookkeeping for المستقلين watching every dollar.
- 📊 إكسبنسيفاي: Expense reports and card feeds for teams filing staff claims.
- 👶 كويك بوكس: Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ الإدخال التلقائي: Sage-owned capture tool priced by credit rather than flat monthly.
- 🎨 FreshBooks: Clean invoicing and time tracking aimed at service businesses.
- 🔒 نت سويت: Enterprise ERP for companies that outgrew الشركات الصغيرة أدوات.
للاطلاع على القائمة الكاملة، راجع بدائل Hubdoc مرشد.
⚔️ مقارنة Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc مقابل Puzzle IO: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Hubdoc مقابل Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc مقابل Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc مقابل Synder: Synder handles payment platform sync. Hubdoc handles bills, receipts, and statements.
- مقارنة بين Hubdoc و Easy Month End: Easy Month End tracks close tasks. Hubdoc supplies the source files those tasks need.
- Hubdoc مقابل Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc مقابل Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- مقارنة بين Hubdoc و Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc مقابل Wave: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- مقارنة بين Hubdoc وExpensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- مقارنة بين Hubdoc و QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc مقابل AutoEntry: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- مقارنة بين Hubdoc و FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- مقارنة بين Hubdoc و NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
ابدأ باستخدام Hubdoc الآن
لقد تعلمت كيفية استخدام جميع الميزات الرئيسية لـ Hubdoc:
- ✅ جلب المستندات تلقائيًا
- ✅ استخراج البيانات الذكي
- ✅ سهولة تحميل تطبيقات الجوال
- ✅ تخزين آمن قائم على السحابة
- ✅ التكامل مع برامج المحاسبة
- ✅ نظام حفظ الملفات والفرز التلقائي
- ✅ وثائق مقاومة للتدقيق
- ✅ تعاون المستخدمين
- ✅ تصدير المستندات ونسخها احتياطيًا
الخطوة التالية: اختر ميزة واحدة وجرّبها الآن.
يبدأ معظم الناس بجلب المستندات تلقائيًا.
It takes less than five minutes and saves hours later.
الأسئلة الشائعة
كيف تبدأ باستخدام Hubdoc؟
Create your Hubdoc account from the Xero dashboard, connect your accounting software, then upload one receipt. Most people finish this setup in under ten minutes.
كيف يعمل Hubdoc؟
Hubdoc pulls data from financial documents and syncs it directly with accounting software. It extracts supplier names, dates, and amounts, then creates matching transactions.
كيفية استخدام Hubdoc عبر التطبيق؟
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox فورا and are extracted within minutes.
هل يستطيع Hubdoc جلب كشوفات الحسابات البنكية تلقائياً؟
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
كيف يمكنني إرسال الإيصالات إلى Hubdoc؟
Forward them to your unique Hubdoc email address, snap photos in the mobile app, or upload files from your desktop by dragging them in.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 