クイックスタート

このガイドでは、Hubdocのすべての機能について説明します。
- はじめる — Create your Hubdoc account and connect it to your accounting software
- 自動文書取得の使い方 — Pull bills and bank statements in without lifting a finger
- スマートデータ抽出の使い方 — Read supplier names, dates, amounts, and invoice numbers from every file
- Easy Mobile App Uploads の使い方 — Snap photos of receipts at the counter instead of hoarding paper
- 安全なクラウドベースストレージの使い方 — Keep every file in the cloud behind bank-level 256-bit encryption
- 会計ソフトウェアとの連携方法 — Sync your documents and data straight into Xero or QuickBooks Online
- 自動ファイリングとソートの使い方 — Teach Hubdoc your rules once and let it file new uploads for you
- 監査対応ドキュメントの使い方 — Attach a source document to every transaction your accountant reviews
- ユーザーコラボレーションの使い方 — Give accountants, bookkeepers, and staff members the right access level
- ドキュメントのエクスポートとバックアップの使用方法 — Copy every file to Dropbox, Google Drive, or Box on a schedule
所要時間: 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.

Hubdoc automates 簿記 tasks and frees up time to focus on adding value to clients.
It reads your financial documents and hands the data to ゼロ.
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.
Hubdocチュートリアル
This How to use Hubdoc tutorial walks through every feature step by step. You will go from an empty account to automatic filing.

ハブドック
Stop retyping invoices and bills by hand. Hubdoc fetches your financial documents, extracts the data, and syncs it with Xero or クイックブックス Online. It is included free with most Xero plans.
Hubdocを使い始める
Before any feature works, you need to set up your Hubdoc account.
約3分かかります。
Here is my honest walkthrough video of the first session:
それでは、各ステップを詳しく見ていきましょう。
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.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
ステップ2:ダッシュボードを開く
Log in on desktop, or install the app on iOS そしてAndroid。
ダッシュボードの画面は以下のようになります。

✓ チェックポイント: 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 仕事.
Forward any digital invoices and receipts straight to it.
✅ 完了: 以下の機能はすべてご利用いただけます。
Hubdocの自動ドキュメント取得機能の使い方
自動ドキュメント取得 lets you connect your banks and suppliers so bills arrive on their own.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ 結果: New invoices and statements now land in Hubdoc automatically.
💡 プロのヒント: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
スマートデータ抽出 lets you skip manual data entry on invoices, bills, and receipts.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ 結果: Clean documents and data are ready to push into your 会計 ソフトウェア。
💡 プロのヒント: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
モバイルアプリの簡単なアップロード lets you upload digital and paper documents from your phone in seconds.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: 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.
✅ 結果: Paper receipts are captured before they fade or go missing.
💡 プロのヒント: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Hubdocの安全なクラウドベースストレージの使い方
安全なクラウドベースのストレージ lets you store financial documents safely and search them from anywhere.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: Search returns the right file, and login now asks for a code.
ステップ3:二段階認証を設定する
Open Settings, then switch on two factor authentication for your login.
✅ 結果: Your documents are backed up, searchable, and locked down.
💡 プロのヒント: Search by amount when you forget the supplier. It beats scrolling months of files.
Hubdocと会計ソフトウェアの連携方法
との統合 会計 ソフトウェア lets you push data to connected integrations without touching a spreadsheet.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ 結果: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 プロのヒント: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Hubdocの自動ファイル整理・分類機能の使い方
自動ファイリングとソート lets you build a filing system by year, month, or document type.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ 結果: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 プロのヒント: Keep folder names short. Long names get cut off in the mobile app view.
Hubdocの監査対応ドキュメントの使い方
監査に耐えうる文書 lets you answer audit questions without digging through boxes.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ 結果: Every transaction now has proof behind it, ready for review.
💡 プロのヒント: Never delete a published document. Removing it breaks the link inside Xero.
Hubdocユーザーコラボレーションの使い方
ユーザーコラボレーション lets you share your books without handing over full control.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ 結果: You can grant your accountant access to view your bookkeeping directly.
💡 プロのヒント: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Hubdocのドキュメントエクスポートとバックアップの使用方法
ドキュメントのエクスポートとバックアップ lets you keep a second copy of your records outside Hubdoc.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。

✓ チェックポイント: 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.
✅ 結果: Your records survive even if you close the account later.
💡 プロのヒント: Run a full export every January. It gives you a clean archive of the closed year.
Hubdoc Proのヒントとショートカット
After two years of managing client files in Hubdoc, here are my best tips.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 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.

ほとんどの人が見逃す隠れた機能
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- サプライヤー規則: 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.
Hubdocでよくある間違いを避ける方法
Mistake #1: Creating the Account Outside Xero
❌ 間違い: Signing up on the Hubdoc website when you already own Xero.
✅ 右: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ 間違い: Trusting every extracted figure and publishing the whole batch blind.
✅ 右: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ 間違い: Saving a month of paperwork for one long Sunday session.
✅ 右: Upload as you go. Ten seconds daily beats three hours monthly.
Hubdocのトラブルシューティング
Problem: Documents Are Not Syncing to Xero
原因: The integration token expired, usually after a password change.
修理: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
原因: Poor lighting, creased paper, or a faded thermal receipt.
修理: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
原因: The bank added two factor authentication to online logins.
修理: Reconnect and approve the prompt on your phone within the timeout window.
📌 注記: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
Hubdoc とは何ですか?
ハブドック 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.
Hubdocを利用することで、簿記業務における時間の節約、正確性の向上、効率化が可能になります。
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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 自動文書取得: Pull bills and bank statements in without lifting a finger.
- スマートデータ抽出: Read supplier names, dates, amounts, and invoice numbers from every file.
- モバイルアプリの簡単なアップロード: Snap photos of receipts at the counter instead of hoarding paper.
- 安全なクラウドベースのストレージ: Keep every file in the cloud behind bank-level 256-bit encryption.
- 会計ソフトウェアとの連携: Sync your documents and data straight into Xero or QuickBooks Online.
- 自動ファイリングとソート: Teach Hubdoc your rules once and let it file new uploads for you.
- 監査に耐えうる文書化: Attach a source document to every transaction your accountant reviews.
- ユーザーコラボレーション: Give accountants, bookkeepers, and staff members the right access level.
- ドキュメントのエクスポートとバックアップ: Copy every file to Dropbox, Google Drive, or Box on a schedule.
詳細なレビューについては、こちらをご覧ください。 Hubdocのレビュー.

Hubdocの料金
Here is what Hubdoc costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 月額サブスクリプション | 月額12ドル | 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.
無料トライアル: Yes, 14 days free with no card required.
返金保証: No formal guarantee. You can cancel monthly at any time.

💰 最もお得な価格: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdocと代替案の比較
How does Hubdoc compare? Here is the competitive landscape:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ハブドック | Xero users capturing bills | 月額12ドル | ⭐ 4.2 |
| デクスト | Heavy supplier fetching | 月額29ドル | ⭐ 4.5 |
| 自動入力 | セージ ユーザー | 月額12ドル | ⭐ 4.3 |
| ドシット | AI categorisation | 月額50ドル | ⭐ 4.2 |
| エクスペンシファイ | Staff expense claims | 月額5ドル | ⭐ 4.4 |
| シンダー | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Zohoブックス | All-in-one value | 月額15ドル | ⭐ 4.5 |
| 波 | 無料記帳代行サービス | 月額0ドル | ⭐ 4.4 |
おすすめ商品:
- 総合ベスト: Hubdoc — free inside Xero and easy for beginners.
- ベスト予算: Wave — no cost at all for very small businesses.
- 初心者におすすめ: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Hubdocの代替案
Hubdocの代替サービスをお探しですか?おすすめの選択肢はこちらです。
- 🚀 パズルIO: Accounting built for startups, with automatic categorisation and live 報告.
- 🌟 デクスト: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ ゼロ: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 スナイダー: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 楽な月末: Checklist-driven close software for teams that miss deadlines.
- 🧠 ドシット: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 セージ: Full accounting suite for larger firms needing stock and payroll.
- 💼 Zohoブックス: Strong value if you already run other Zoho business apps.
- 💰 波: Free invoicing and bookkeeping for フリーランサー watching every dollar.
- 📊 経費精算: Expense reports and card feeds for teams filing staff claims.
- 👶 クイックブックス: Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ 自動入力: Sage-owned capture tool priced by credit rather than flat monthly.
- 🎨 フレッシュブックス: Clean invoicing and time tracking aimed at service businesses.
- 🔒 ネットスイート: Enterprise ERP for companies that outgrew 中小企業 ツール。
全リストについては、こちらをご覧ください。 Hubdocの代替品 ガイド。
⚔️ Hubdocとの比較
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.
- ハブドック vs シンダー: 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 対 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 と QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc と 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 と NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
今すぐHubdocを使い始めましょう
Hubdocの主要な機能をすべて使いこなせるようになりました。
- ✅ 自動ドキュメント取得
- ✅ スマートデータ抽出
- ✅ モバイルアプリへの簡単なアップロード
- ✅ 安全なクラウドベースのストレージ
- ✅ 会計ソフトウェアとの連携
- ✅ 自動ファイリングとソート
- ✅ 監査に耐えうる文書
- ✅ ユーザーコラボレーション
- ✅ ドキュメントのエクスポートとバックアップ
次のステップ: どれか一つの機能を選んで、今すぐ試してみてください。
ほとんどの人は、自動文書取得から始めます。
It takes less than five minutes and saves hours later.
よくある質問
Hubdocの利用開始方法
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.
Hubdocはどのように機能しますか?
Hubdoc pulls data from financial documents and syncs it directly with accounting software. It extracts supplier names, dates, and amounts, then creates matching transactions.
Hubdocアプリの使い方
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox 即座に and are extracted within minutes.
Hubdocは銀行取引明細書を自動的に取得できますか?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Hubdocに領収書を送るにはどうすればよいですか?
Forward them to your unique Hubdoc email address, snap photos in the mobile app, or upload files from your desktop by dragging them in.













