Panduan Singkat
Panduan ini mencakup semua fitur Hubdoc:
- Memulai — Create your Hubdoc account and connect it to your accounting software
- Cara Menggunakan Pengambilan Dokumen Otomatis — Pull bills and bank statements in without lifting a finger
- Cara Menggunakan Ekstraksi Data Cerdas — Read supplier names, dates, amounts, and invoice numbers from every file
- Cara Menggunakan Easy Mobile App Uploads — Snap photos of receipts at the counter instead of hoarding paper
- Cara Menggunakan Penyimpanan Berbasis Cloud yang Aman — Keep every file in the cloud behind bank-level 256-bit encryption
- Cara Menggunakan Integrasi dengan Perangkat Lunak Akuntansi — Sync your documents and data straight into Xero or QuickBooks Online
- Cara Menggunakan Pengarsipan dan Penyortiran Otomatis — Teach Hubdoc your rules once and let it file new uploads for you
- Cara Menggunakan Dokumentasi yang Dapat Diaudit — Attach a source document to every transaction your accountant reviews
- Cara Menggunakan Kolaborasi Pengguna — Give accountants, bookkeepers, and staff members the right access level
- Cara Menggunakan Ekspor dan Pencadangan Dokumen — Copy every file to Dropbox, Google Drive, or Box on a schedule
Waktu yang dibutuhkan: 5 menit per film
Juga terdapat dalam panduan ini: Tips Profesional | Kesalahan Umum | Penyelesaian Masalah | Harga | Alternatif
Mengapa Anda Harus Mempercayai Panduan Ini?
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates pembukuan 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 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.
Memulai Menggunakan Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Prosesnya memakan waktu sekitar tiga menit.
Here is my honest walkthrough video of the first session:
Kemudian pilih tindakan seperti 'Kirim pesan Slack' atau 'Tambahkan baris'.
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.
✓ Pos pemeriksaan: Periksa milikmu kotak-masuk untuk email konfirmasi.
Sesuaikan palet warna dan font, lalu klik Publikasikan untuk menyimpan desain baru Anda.
Log in on desktop, or install the app on iOS dan Android.
Berikut tampilan dasbornya:
✓ Pos pemeriksaan: 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 bisnis.
Forward any digital invoices and receipts straight to it.
✅ Selesai: Anda siap menggunakan fitur apa pun di bawah ini.
Cara Menggunakan Fitur Pengambilan Dokumen Otomatis Hubdoc
Pengambilan Dokumen Otomatis lets you connect your banks and suppliers so bills arrive on their own.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Hasil: New invoices and statements now land in Hubdoc automatically.
💡 Pro Tip: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Ekstraksi Data Cerdas lets you skip manual data entry on invoices, bills, and receipts.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Hasil: Clean documents and data are ready to push into your akuntansi perangkat lunak.
💡 Pro Tip: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Unggahan Aplikasi Seluler yang Mudah lets you upload digital and paper documents from your phone in seconds.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Paper receipts are captured before they fade or go missing.
💡 Pro Tip: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Cara Menggunakan Penyimpanan Berbasis Cloud Aman Hubdoc
Penyimpanan Berbasis Cloud yang Aman lets you store financial documents safely and search them from anywhere.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Search returns the right file, and login now asks for a code.
Langkah 3: Siapkan Otentikasi Dua Faktor
Open Settings, then switch on two factor authentication for your login.
✅ Hasil: Your documents are backed up, searchable, and locked down.
💡 Pro Tip: Search by amount when you forget the supplier. It beats scrolling months of files.
Cara Menggunakan Integrasi Hubdoc dengan Perangkat Lunak Akuntansi
Integrasi dengan Akuntansi Perangkat Lunak lets you push data to connected integrations without touching a spreadsheet.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Hasil: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Pro Tip: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Cara Menggunakan Pengarsipan dan Pengurutan Otomatis Hubdoc
Pengarsipan dan Penyortiran Otomatis lets you build a filing system by year, month, or document type.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Hasil: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Pro Tip: Keep folder names short. Long names get cut off in the mobile app view.
Cara Menggunakan Dokumentasi Hubdoc yang Tahan Audit
Dokumentasi yang Dapat Diaudit lets you answer audit questions without digging through boxes.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Hasil: Every transaction now has proof behind it, ready for review.
💡 Pro Tip: Never delete a published document. Removing it breaks the link inside Xero.
Cara Menggunakan Kolaborasi Pengguna Hubdoc
Kolaborasi Pengguna lets you share your books without handing over full control.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Hasil: You can grant your accountant access to view your bookkeeping directly.
💡 Pro Tip: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Cara Menggunakan Ekspor dan Pencadangan Dokumen Hubdoc
Ekspor dan Pencadangan Dokumen lets you keep a second copy of your records outside Hubdoc.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Your records survive even if you close the account later.
💡 Pro Tip: Run a full export every January. It gives you a clean archive of the closed year.
Tips dan Pintasan Hubdoc Pro
After two years of managing client files in Hubdoc, here are my best tips.
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| 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.
Fitur Tersembunyi yang Sering Diabaikan Orang
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Aturan pemasok: 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.
Kesalahan Umum yang Harus Dihindari di Hubdoc
Mistake #1: Creating the Account Outside Xero
❌ Salah: Signing up on the Hubdoc website when you already own Xero.
✅ Kanan: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Salah: Trusting every extracted figure and publishing the whole batch blind.
✅ Kanan: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Salah: Saving a month of paperwork for one long Sunday session.
✅ Kanan: Upload as you go. Ten seconds daily beats three hours monthly.
Panduan Pemecahan Masalah Hubdoc
Problem: Documents Are Not Syncing to Xero
Menyebabkan: The integration token expired, usually after a password change.
Memperbaiki: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
Menyebabkan: Poor lighting, creased paper, or a faded thermal receipt.
Memperbaiki: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
Menyebabkan: The bank added two factor authentication to online logins.
Memperbaiki: Reconnect and approve the prompt on your phone within the timeout window.
📌 Catatan: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
Apa itu 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.
Menggunakan Hubdoc dapat menghemat waktu dan meningkatkan akurasi serta efisiensi dalam tugas pembukuan.
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.
Saksikan ringkasan singkat ini:
Fitur-fitur utamanya meliputi:
- Pengambilan Dokumen Otomatis: Pull bills and bank statements in without lifting a finger.
- Ekstraksi Data Cerdas: Read supplier names, dates, amounts, and invoice numbers from every file.
- Unggahan Aplikasi Seluler yang Mudah: Snap photos of receipts at the counter instead of hoarding paper.
- Penyimpanan Berbasis Cloud yang Aman: Keep every file in the cloud behind bank-level 256-bit encryption.
- Integrasi dengan Perangkat Lunak Akuntansi: Sync your documents and data straight into Xero or QuickBooks Online.
- Pengarsipan dan Penyortiran Otomatis: Teach Hubdoc your rules once and let it file new uploads for you.
- Dokumentasi yang Dapat Diaudit: Attach a source document to every transaction your accountant reviews.
- Kolaborasi Pengguna: Give accountants, bookkeepers, and staff members the right access level.
- Ekspor dan Pencadangan Dokumen: Copy every file to Dropbox, Google Drive, or Box on a schedule.
Untuk ulasan lengkap, lihat ulasan kami. Ulasan Hubdoc.
Harga Hubdoc
Here is what Hubdoc costs in 2026:
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Langganan Bulanan | $12/bulan | 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.
Uji coba gratis: Yes, 14 days free with no card required.
Garansi uang kembali: No formal guarantee. You can cancel monthly at any time.
💰 Nilai Terbaik: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc vs Alternatifnya
How does Hubdoc compare? Here is the competitive landscape:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | $12/bulan | 4. AI Paraphraser |
| Dext | Heavy supplier fetching | $29/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Entri Otomatis | Sage pengguna | $12/bulan | 4. API yang andal |
| Docyt | AI categorisation | $50/bulan | 4. AI Paraphraser |
| Expensify | Staff expense claims | 8. Pengembang Ajaib | 4. Generator Deskripsi |
| Synder | Ecommerce payouts | $61/mo | 4. Generator Vokal |
| Buku Zoho | All-in-one value | 7. Menguasai AI | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Melambai | Pembukuan gratis | $0/bulan | 4. Generator Deskripsi |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': Hubdoc — free inside Xero and easy for beginners.
- Anggaran terbaik: Wave — no cost at all for very small businesses.
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Alternatif Hubdoc
Mencari alternatif Hubdoc? Berikut adalah pilihan terbaiknya:
- 🚀 Teka-teki IO: Accounting built for startups, with automatic categorisation and live pelaporan.
- 🌟 Dext: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Synder: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Akhir Bulan yang Mudah: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Sage: Full accounting suite for larger firms needing stock and payroll.
- 💼 Zoho Books: Strong value if you already run other Zoho business apps.
- 💰 Melambai: Free invoicing and bookkeeping for pekerja lepas watching every dollar.
- 📊 Expensify: Expense reports and card feeds for teams filing staff claims.
- 👶 QuickBooks: Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ Entri Otomatis: 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 usaha kecil peralatan.
Untuk daftar lengkapnya, lihat halaman kami. Alternatif Hubdoc memandu.
⚔️ Perbandingan 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 vs Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc vs Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc vs 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 vs Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc vs Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc vs Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc vs Wave: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc vs Expensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc vs QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc vs AutoEntry: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc vs FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc vs NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
Mulai Gunakan Hubdoc Sekarang
Anda telah mempelajari cara menggunakan setiap fitur utama Hubdoc:
- ✅ Pengambilan Dokumen Otomatis
- ✅ Ekstraksi Data Cerdas
- ✅ Unggahan Aplikasi Seluler yang Mudah
- ✅ Penyimpanan Berbasis Cloud yang Aman
- ✅ Integrasi dengan Perangkat Lunak Akuntansi
- ✅ Pengarsipan dan Penyortiran Otomatis
- ✅ Dokumentasi yang Terbukti Audit
- ✅ Kolaborasi Pengguna
- ✅ Ekspor dan Pencadangan Dokumen
Langkah selanjutnya: Pilih satu fitur dan coba sekarang juga.
Kebanyakan orang memulai dengan Pengambilan Dokumen Otomatis.
It takes less than five minutes and saves hours later.
Pertanyaan Yang Sering Muncul
Bagaimana cara mulai menggunakan 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.
Bagaimana cara kerja 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.
Bagaimana cara menggunakan Hubdoc melalui aplikasi?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox segera and are extracted within minutes.
Bisakah Hubdoc mengambil laporan rekening bank secara otomatis?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Bagaimana cara saya mengirimkan tanda terima ke 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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