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Questa guida illustra tutte le funzionalità di Hubdoc:
- Iniziare — Create your Hubdoc account and connect it to your accounting software
- Come utilizzare il recupero automatico dei documenti — Pull bills and bank statements in without lifting a finger
- Come utilizzare l'estrazione intelligente dei dati — Read supplier names, dates, amounts, and invoice numbers from every file
- Come utilizzare Easy Mobile App Uploads — Snap photos of receipts at the counter instead of hoarding paper
- Come utilizzare l'archiviazione sicura basata sul cloud — Keep every file in the cloud behind bank-level 256-bit encryption
- Come utilizzare l'integrazione con il software di contabilità — Sync your documents and data straight into Xero or QuickBooks Online
- Come utilizzare l'archiviazione e l'ordinamento automatici — Teach Hubdoc your rules once and let it file new uploads for you
- Come utilizzare la documentazione a prova di audit — Attach a source document to every transaction your accountant reviews
- Come utilizzare la collaborazione tra utenti — Give accountants, bookkeepers, and staff members the right access level
- Come utilizzare l'esportazione e il backup dei documenti — Copy every file to Dropbox, Google Drive, or Box on a schedule
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates contabilità 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 di 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.
Introduzione a Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Ci vogliono circa tre minuti.
Here is my honest walkthrough video of the first session:
Ora analizziamo ogni passaggio.
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.
✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.
Passaggio 2: Aprire la dashboard
Log in on desktop, or install the app on iOS e Android.
Dovresti visualizzare la dashboard principale con le opzioni di streaming.
✓ Punto di controllo: 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 Attività commerciale.
Forward any digital invoices and receipts straight to it.
✅ Fatto: Multistream
Come utilizzare il recupero automatico dei documenti di Hubdoc
Recupero automatico dei documenti lets you connect your banks and suppliers so bills arrive on their own.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Risultato: New invoices and statements now land in Hubdoc automatically.
💡 Consiglio da professionista: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Estrazione intelligente dei dati lets you skip manual data entry on invoices, bills, and receipts.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Risultato: Clean documents and data are ready to push into your contabilità software.
💡 Consiglio da professionista: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Caricamenti facili di app mobili lets you upload digital and paper documents from your phone in seconds.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Paper receipts are captured before they fade or go missing.
💡 Consiglio da professionista: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Come utilizzare l'archiviazione sicura basata su cloud di Hubdoc
Archiviazione sicura basata su cloud lets you store financial documents safely and search them from anywhere.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Search returns the right file, and login now asks for a code.
Passaggio 3: Configurare l'autenticazione a due fattori
Open Settings, then switch on two factor authentication for your login.
✅ Risultato: Your documents are backed up, searchable, and locked down.
💡 Consiglio da professionista: Search by amount when you forget the supplier. It beats scrolling months of files.
Come utilizzare l'integrazione di Hubdoc con il software di contabilità
Integrazione con Contabilità Software lets you push data to connected integrations without touching a spreadsheet.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Risultato: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Consiglio da professionista: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Come utilizzare l'archiviazione e l'ordinamento automatici di Hubdoc
Archiviazione e smistamento automatici lets you build a filing system by year, month, or document type.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Risultato: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Consiglio da professionista: Keep folder names short. Long names get cut off in the mobile app view.
Come utilizzare la documentazione a prova di audit di Hubdoc
Documentazione a prova di audit lets you answer audit questions without digging through boxes.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Risultato: Every transaction now has proof behind it, ready for review.
💡 Consiglio da professionista: Never delete a published document. Removing it breaks the link inside Xero.
Come utilizzare la collaborazione tra utenti di Hubdoc
Collaborazione degli utenti lets you share your books without handing over full control.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Risultato: You can grant your accountant access to view your bookkeeping directly.
💡 Consiglio da professionista: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Come utilizzare l'esportazione e il backup dei documenti di Hubdoc
Esportazione e backup dei documenti lets you keep a second copy of your records outside Hubdoc.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your records survive even if you close the account later.
💡 Consiglio da professionista: Run a full export every January. It gives you a clean archive of the closed year.
Suggerimenti e scorciatoie di Hubdoc Pro
After two years of managing client files in Hubdoc, here are my best tips.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Publish current document | Ctrl + Invio |
| Next document in queue | J |
| Previous document | K |
| Jump to search | Ctrl + F |
These four shortcuts alone cut my review time in half.
Funzionalità nascoste che la maggior parte delle persone non nota
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Regole per i fornitori: 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.
Errori comuni da evitare con Hubdoc
Mistake #1: Creating the Account Outside Xero
❌ Sbagliato: Signing up on the Hubdoc website when you already own Xero.
✅ A destra: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Sbagliato: Trusting every extracted figure and publishing the whole batch blind.
✅ A destra: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Sbagliato: Saving a month of paperwork for one long Sunday session.
✅ A destra: Upload as you go. Ten seconds daily beats three hours monthly.
Risoluzione dei problemi di Hubdoc
Problem: Documents Are Not Syncing to Xero
Causa: The integration token expired, usually after a password change.
Aggiustare: 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.
Aggiustare: 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.
Aggiustare: 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.
Che cos'è 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.
L'utilizzo di Hubdoc può far risparmiare tempo e migliorare la precisione e l'efficienza nelle attività di contabilità.
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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Recupero automatico dei documenti: Pull bills and bank statements in without lifting a finger.
- Estrazione intelligente dei dati: Read supplier names, dates, amounts, and invoice numbers from every file.
- Caricamento facile tramite app mobile: Snap photos of receipts at the counter instead of hoarding paper.
- Archiviazione sicura basata su cloud: Keep every file in the cloud behind bank-level 256-bit encryption.
- Integrazione con il software di contabilità: Sync your documents and data straight into Xero or QuickBooks Online.
- Archiviazione e smistamento automatici: Teach Hubdoc your rules once and let it file new uploads for you.
- Documentazione a prova di audit: Attach a source document to every transaction your accountant reviews.
- Collaborazione degli utenti: Give accountants, bookkeepers, and staff members the right access level.
- Esportazione e backup dei documenti: Copy every file to Dropbox, Google Drive, or Box on a schedule.
Per una recensione completa, consulta la nostra Recensione di Hubdoc.
Prezzi Hubdoc
Here is what Hubdoc costs in 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Abbonamento mensile | $ 12/mese | 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.
Prova gratuita: Yes, 14 days free with no card required.
Garanzia di rimborso: No formal guarantee. You can cancel monthly at any time.
💰 Miglior rapporto qualità-prezzo: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc contro le alternative
How does Hubdoc compare? Here is the competitive landscape:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | $ 12/mese | ⭐ 4.2 |
| Destro | Heavy supplier fetching | $29/mese | ⭐ 4,5 |
| Ingresso automatico | Saggio utenti | $ 12/mese | ⭐ 4.3 |
| Docyt | AI categorisation | $ 50/mese | ⭐ 4.2 |
| Expensify | Staff expense claims | 5 dollari al mese | ⭐ 4.4 |
| Synder | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Zoho Books | All-in-one value | 15 dollari al mese | ⭐ 4,5 |
| Onda | Contabilità gratuita | $0/mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: Hubdoc — free inside Xero and easy for beginners.
- Miglior budget: Wave — no cost at all for very small businesses.
- Ideale per principianti: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Alternative a Hubdoc
Cerchi alternative a Hubdoc? Ecco le migliori opzioni:
- 🚀 Puzzle IO: Accounting built for startups, with automatic categorisation and live segnalazione.
- 🌟 Destra: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Sinder: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Fine mese facile: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Saggio: Full accounting suite for larger firms needing stock and payroll.
- 💼 Zoho Books: Strong value if you already run other Zoho business apps.
- 💰 Onda: Free invoicing and bookkeeping for liberi professionisti 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.
- ⚡ Inserimento automatico: 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 piccola impresa utensili.
Per l'elenco completo, consultare il nostro Alternative a Hubdoc guida.
⚔️ Confronto con Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc contro Puzzle IO: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Hubdoc contro Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc contro Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc contro 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 contro Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc contro Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc contro Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc contro Wave: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc contro Expensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc contro 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 contro FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc contro NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
Inizia subito a usare Hubdoc
Hai imparato a utilizzare tutte le principali funzionalità di Hubdoc:
- ✅ Recupero automatico dei documenti
- ✅ Estrazione intelligente dei dati
- ✅ Caricamento facile tramite app mobile
- ✅ Archiviazione sicura basata su cloud
- ✅ Integrazione con software di contabilità
- ✅ Archiviazione e smistamento automatici
- ✅ Documentazione a prova di audit
- ✅ Collaborazione degli utenti
- ✅ Esportazione e backup dei documenti
Passo successivo: Scegli una funzionalità e provala subito.
La maggior parte delle persone inizia con il recupero automatico dei documenti.
It takes less than five minutes and saves hours later.
Domande frequenti
Come iniziare a usare 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.
Come funziona 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.
Come utilizzare Hubdoc tramite l'app?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox immediatamente and are extracted within minutes.
Hubdoc è in grado di scaricare automaticamente gli estratti conto bancari?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Come faccio a inviare le ricevute 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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