Inicio rápido
Esta guía abarca todas las funciones de Hubdoc:
- Empezando — Create your Hubdoc account and connect it to your accounting software
- Cómo utilizar la recuperación automática de documentos — Pull bills and bank statements in without lifting a finger
- Cómo utilizar la extracción inteligente de datos — Read supplier names, dates, amounts, and invoice numbers from every file
- Cómo usar la función de carga de aplicaciones móviles sencilla — Snap photos of receipts at the counter instead of hoarding paper
- Cómo utilizar el almacenamiento seguro en la nube — Keep every file in the cloud behind bank-level 256-bit encryption
- Cómo utilizar la integración con el software de contabilidad — Sync your documents and data straight into Xero or QuickBooks Online
- Cómo utilizar el archivo y la clasificación automáticos — Teach Hubdoc your rules once and let it file new uploads for you
- Cómo utilizar documentación a prueba de auditorías — Attach a source document to every transaction your accountant reviews
- Cómo utilizar la colaboración entre usuarios — Give accountants, bookkeepers, and staff members the right access level
- Cómo utilizar la exportación y copia de seguridad de documentos — Copy every file to Dropbox, Google Drive, or Box on a schedule
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates teneduría de libros tasks and frees up time to focus on adding value to clients.
It reads your financial documents and hands the data to Xero.
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.
Tutorial de 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 QuickBooks Online. It is included free with most Xero plans.
Introducción a Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Tarda unos tres minutos.
Here is my honest walkthrough video of the first session:
Ahora vamos a desglosar cada paso.
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.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Paso 2: Abra el panel de control
Log in on desktop, or install the app on iOS y Android.
Así es como se ve el panel de control:
✓ Control: 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 negocio.
Forward any digital invoices and receipts straight to it.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo utilizar la recuperación automática de documentos de Hubdoc
Obtención automática de documentos lets you connect your banks and suppliers so bills arrive on their own.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Resultado: New invoices and statements now land in Hubdoc automatically.
💡 Consejo profesional: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Extracción inteligente de datos lets you skip manual data entry on invoices, bills, and receipts.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Resultado: Clean documents and data are ready to push into your contabilidad software.
💡 Consejo profesional: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Cargas fáciles de aplicaciones móviles lets you upload digital and paper documents from your phone in seconds.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Paper receipts are captured before they fade or go missing.
💡 Consejo profesional: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Cómo usar el almacenamiento seguro en la nube de Hubdoc
Almacenamiento seguro basado en la nube lets you store financial documents safely and search them from anywhere.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: Search returns the right file, and login now asks for a code.
Paso 3: Configurar la autenticación de dos factores
Open Settings, then switch on two factor authentication for your login.
✅ Resultado: Your documents are backed up, searchable, and locked down.
💡 Consejo profesional: Search by amount when you forget the supplier. It beats scrolling months of files.
Cómo usar la integración de Hubdoc con el software de contabilidad
Integración con Contabilidad Software lets you push data to connected integrations without touching a spreadsheet.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Resultado: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Consejo profesional: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Cómo usar el sistema de archivo y clasificación automática de Hubdoc
Archivo y clasificación automáticos lets you build a filing system by year, month, or document type.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Resultado: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Consejo profesional: Keep folder names short. Long names get cut off in the mobile app view.
Cómo utilizar la documentación a prueba de auditorías de Hubdoc
Documentación a prueba de auditorías lets you answer audit questions without digging through boxes.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Resultado: Every transaction now has proof behind it, ready for review.
💡 Consejo profesional: Never delete a published document. Removing it breaks the link inside Xero.
Cómo utilizar la colaboración de usuarios de Hubdoc
Colaboración de usuarios lets you share your books without handing over full control.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Resultado: You can grant your accountant access to view your bookkeeping directly.
💡 Consejo profesional: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Cómo usar la exportación y copia de seguridad de documentos de Hubdoc
Exportación y copia de seguridad de documentos lets you keep a second copy of your records outside Hubdoc.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Your records survive even if you close the account later.
💡 Consejo profesional: Run a full export every January. It gives you a clean archive of the closed year.
Consejos y atajos profesionales de Hubdoc
After two years of managing client files in Hubdoc, here are my best tips.
Atajos de teclado
| Acción | Atajo |
|---|---|
| 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.
Características ocultas que la mayoría de la gente pasa por alto
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Normas del proveedor: 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.
Errores comunes que debes evitar según Hubdoc
Mistake #1: Creating the Account Outside Xero
❌ Incorrecto: Signing up on the Hubdoc website when you already own Xero.
✅ Derecha: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Incorrecto: Trusting every extracted figure and publishing the whole batch blind.
✅ Derecha: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Incorrecto: Saving a month of paperwork for one long Sunday session.
✅ Derecha: Upload as you go. Ten seconds daily beats three hours monthly.
Solución de problemas de Hubdoc
Problem: Documents Are Not Syncing to Xero
Causa: The integration token expired, usually after a password change.
Arreglar: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
Causa: Poor lighting, creased paper, or a faded thermal receipt.
Arreglar: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
Causa: The bank added two factor authentication to online logins.
Arreglar: Reconnect and approve the prompt on your phone within the timeout window.
📌 Nota: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
¿Qué es 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.
El uso de Hubdoc puede ahorrar tiempo y mejorar la precisión y la eficiencia en las tareas de contabilidad.
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.
Mira este breve resumen:
Incluye estas características clave:
- Recuperación automática de documentos: Pull bills and bank statements in without lifting a finger.
- Extracción inteligente de datos: Read supplier names, dates, amounts, and invoice numbers from every file.
- Carga sencilla de aplicaciones móviles: Snap photos of receipts at the counter instead of hoarding paper.
- Almacenamiento seguro en la nube: Keep every file in the cloud behind bank-level 256-bit encryption.
- Integración con software de contabilidad: Sync your documents and data straight into Xero or QuickBooks Online.
- Archivo y clasificación automáticos: Teach Hubdoc your rules once and let it file new uploads for you.
- Documentación a prueba de auditorías: Attach a source document to every transaction your accountant reviews.
- Colaboración de usuarios: Give accountants, bookkeepers, and staff members the right access level.
- Exportación y copia de seguridad de documentos: Copy every file to Dropbox, Google Drive, or Box on a schedule.
Para una revisión completa, consulte nuestra Reseña de Hubdoc.
Precios de Hubdoc
Here is what Hubdoc costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Suscripción mensual | $12/mes | 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.
Prueba gratuita: Yes, 14 days free with no card required.
Garantía de devolución de dinero: No formal guarantee. You can cancel monthly at any time.
💰 Mejor relación calidad-precio: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc frente a alternativas
How does Hubdoc compare? Here is the competitive landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | $12/mes | ⭐ 4.2 |
| Dext | Heavy supplier fetching | $29/mes | ⭐ 4.5 |
| Entrada automática | Sabio usuarios | $12/mes | ⭐ 4.3 |
| Docyt | AI categorisation | $50/mes | ⭐ 4.2 |
| Expensificar | Staff expense claims | $5/mes | ⭐ 4.4 |
| Synder | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Libros de Zoho | All-in-one value | $15/mes | ⭐ 4.5 |
| Ola | Contabilidad gratuita | $0/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: Hubdoc — free inside Xero and easy for beginners.
- Mejor presupuesto: Wave — no cost at all for very small businesses.
- Ideal para principiantes: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Alternativas a Hubdoc
¿Buscas alternativas a Hubdoc? Aquí tienes las mejores opciones:
- 🚀 Rompecabezas IO: Accounting built for startups, with automatic categorisation and live reportando.
- 🌟 Destreza: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Sínder: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Fin de mes fácil: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Sabio: Full accounting suite for larger firms needing stock and payroll.
- 💼 Libros de Zoho: Strong value if you already run other Zoho business apps.
- 💰 Ola: Free invoicing and bookkeeping for trabajadores autónomos watching every dollar.
- 📊 Expensificar: Expense reports and card feeds for teams filing staff claims.
- 👶 QuickBooks: Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ Entrada automática: Sage-owned capture tool priced by credit rather than flat monthly.
- 🎨 FreshBooks: Clean invoicing and time tracking aimed at service businesses.
- 🔒 NetSuite: Enterprise ERP for companies that outgrew pequeña empresa herramientas.
Para ver la lista completa, consulte nuestra Alternativas a Hubdoc guía.
⚔️ Comparación de Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc vs Puzzle IO: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Hubdoc frente a Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc frente a Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc contra Synder: Synder handles payment platform sync. Hubdoc handles bills, receipts, and statements.
- Hubdoc vs. Easy Month End: Easy Month End tracks close tasks. Hubdoc supplies the source files those tasks need.
- Hubdoc frente a Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc frente a Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc frente a Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc frente a Wave: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc frente a Expensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc frente a QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc vs. Entrada automática: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc frente a FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc frente a NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
Empiece a usar Hubdoc ahora
Aprendiste a usar todas las funciones principales de Hubdoc:
- ✅ Recuperación automática de documentos
- ✅ Extracción inteligente de datos
- ✅ Carga sencilla de aplicaciones móviles
- ✅ Almacenamiento seguro en la nube
- ✅ Integración con software de contabilidad
- ✅ Archivo y clasificación automáticos
- ✅ Documentación a prueba de auditorías
- ✅ Colaboración entre usuarios
- ✅ Exportación y copia de seguridad de documentos
Siguiente paso: Elige una función y pruébala ahora.
La mayoría de la gente empieza con la recuperación automática de documentos.
It takes less than five minutes and saves hours later.
Preguntas frecuentes
¿Cómo empezar a usar 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.
¿Cómo funciona 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.
¿Cómo usar Hubdoc a través de la aplicación?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox instantáneamente and are extracted within minutes.
¿Puede Hubdoc obtener automáticamente los extractos bancarios?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
¿Cómo envío recibos a 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.
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