Быстрый старт
В этом руководстве описаны все функции Hubdoc:
- Начиная — Create your Hubdoc account and connect it to your accounting software
- Как использовать автоматическую загрузку документов — Pull bills and bank statements in without lifting a finger
- Как использовать интеллектуальное извлечение данных — Read supplier names, dates, amounts, and invoice numbers from every file
- Как использовать Easy Mobile App Uploads — Snap photos of receipts at the counter instead of hoarding paper
- Как использовать безопасное облачное хранилище — Keep every file in the cloud behind bank-level 256-bit encryption
- Как использовать интеграцию с бухгалтерским программным обеспечением — Sync your documents and data straight into Xero or QuickBooks Online
- Как использовать автоматическую сортировку и архивирование документов — Teach Hubdoc your rules once and let it file new uploads for you
- Как использовать документацию, подтверждающую достоверность аудита — Attach a source document to every transaction your accountant reviews
- Как использовать взаимодействие пользователей — Give accountants, bookkeepers, and staff members the right access level
- Как использовать функции экспорта и резервного копирования документов — Copy every file to Dropbox, Google Drive, or Box on a schedule
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates бухгалтерский учет tasks and frees up time to focus on adding value to clients.
It reads your financial documents and hands the data to Ксеро.
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.
Учебное пособие по Hubdoc
This How to use Hubdoc tutorial walks through every feature step by step. You will go from an empty account to automatic filing.
Хабдок
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.
Начало работы с Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Это займет около трех минут.
Here is my honest walkthrough video of the first session:
Теперь давайте разберем каждый шаг.
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.
✓ Контрольная точка: Проверьте свой входящие для подтверждающего письма.
Шаг 2: Откройте панель управления
Log in on desktop, or install the app on iOS и Android.
Вот как выглядит панель управления:
✓ Контрольная точка: 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 бизнес.
Forward any digital invoices and receipts straight to it.
✅ Готово: Вы готовы использовать любую из перечисленных ниже функций.
Как использовать автоматическую загрузку документов в Hubdoc
Автоматическая выгрузка документов lets you connect your banks and suppliers so bills arrive on their own.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Результат: New invoices and statements now land in Hubdoc automatically.
💡 Полезный совет: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Интеллектуальное извлечение данных lets you skip manual data entry on invoices, bills, and receipts.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Результат: Clean documents and data are ready to push into your бухгалтерский учет программное обеспечение.
💡 Полезный совет: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Простая загрузка мобильных приложений lets you upload digital and paper documents from your phone in seconds.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Paper receipts are captured before they fade or go missing.
💡 Полезный совет: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Как использовать защищенное облачное хранилище Hubdoc
Безопасное облачное хранилище lets you store financial documents safely and search them from anywhere.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Search returns the right file, and login now asks for a code.
Шаг 3: Настройка двухфакторной аутентификации
Open Settings, then switch on two factor authentication for your login.
✅ Результат: Your documents are backed up, searchable, and locked down.
💡 Полезный совет: Search by amount when you forget the supplier. It beats scrolling months of files.
Как использовать интеграцию Hubdoc с бухгалтерским программным обеспечением
Интеграция с Бухгалтерский учет Программное обеспечение lets you push data to connected integrations without touching a spreadsheet.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Результат: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Полезный совет: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Как использовать автоматическую сортировку и архивирование документов в Hubdoc
Автоматическая сортировка и систематизация документов lets you build a filing system by year, month, or document type.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Результат: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Полезный совет: Keep folder names short. Long names get cut off in the mobile app view.
Как использовать документацию, подтверждающую достоверность аудита, в Hubdoc
Документация, подтверждающая правомерность проведения аудита lets you answer audit questions without digging through boxes.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Результат: Every transaction now has proof behind it, ready for review.
💡 Полезный совет: Never delete a published document. Removing it breaks the link inside Xero.
Как использовать функцию совместной работы пользователей в Hubdoc
Взаимодействие пользователей lets you share your books without handing over full control.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Результат: You can grant your accountant access to view your bookkeeping directly.
💡 Полезный совет: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Как использовать функцию экспорта и резервного копирования документов Hubdoc
Экспорт и резервное копирование документов lets you keep a second copy of your records outside Hubdoc.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your records survive even if you close the account later.
💡 Полезный совет: Run a full export every January. It gives you a clean archive of the closed year.
Советы и сочетания клавиш для Hubdoc Pro
After two years of managing client files in Hubdoc, here are my best tips.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| 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.
Скрытые функции, которые большинство людей упускают из виду.
- 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.
Hubdoc: Распространенные ошибки, которых следует избегать
Mistake #1: Creating the Account Outside Xero
❌ Неправильно: Signing up on the Hubdoc website when you already own Xero.
✅ Справа: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Неправильно: Trusting every extracted figure and publishing the whole batch blind.
✅ Справа: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Неправильно: Saving a month of paperwork for one long Sunday session.
✅ Справа: Upload as you go. Ten seconds daily beats three hours monthly.
Устранение неполадок Hubdoc
Problem: Documents Are Not Syncing to Xero
Причина: The integration token expired, usually after a password change.
Исправить: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
Причина: Poor lighting, creased paper, or a faded thermal receipt.
Исправить: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
Причина: The bank added two factor authentication to online logins.
Исправить: Reconnect and approve the prompt on your phone within the timeout window.
📌 Примечание: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
Что такое Hubdoc?
Хабдок 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.
Использование Hubdoc позволяет сэкономить время, повысить точность и эффективность бухгалтерских задач.
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.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Автоматическая выгрузка документов: Pull bills and bank statements in without lifting a finger.
- Интеллектуальное извлечение данных: Read supplier names, dates, amounts, and invoice numbers from every file.
- Простая загрузка мобильных приложений: Snap photos of receipts at the counter instead of hoarding paper.
- Безопасное облачное хранилище: Keep every file in the cloud behind bank-level 256-bit encryption.
- Интеграция с бухгалтерским программным обеспечением: Sync your documents and data straight into Xero or QuickBooks Online.
- Автоматическая сортировка и систематизация документов: Teach Hubdoc your rules once and let it file new uploads for you.
- Документация, подтверждающая правомерность проведения аудита: Attach a source document to every transaction your accountant reviews.
- Взаимодействие пользователей: Give accountants, bookkeepers, and staff members the right access level.
- Экспорт и резервное копирование документов: Copy every file to Dropbox, Google Drive, or Box on a schedule.
Полный обзор смотрите в нашем разделе Обзор Hubdoc.
Цены Hubdoc
Here is what Hubdoc costs in 2026:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Ежемесячная подписка | 12 долларов в месяц | 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.
Бесплатная пробная версия: Yes, 14 days free with no card required.
Гарантия возврата денег: No formal guarantee. You can cancel monthly at any time.
💰 Лучшее соотношение цены и качества: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc против альтернатив
How does Hubdoc compare? Here is the competitive landscape:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Хабдок | Xero users capturing bills | 12 долларов в месяц | ⭐ 4.2 |
| Декст | Heavy supplier fetching | 29 долларов в месяц | ⭐ 4.5 |
| АвтоВвод | Мудрец пользователи | 12 долларов в месяц | ⭐ 4.3 |
| Доцит | AI categorisation | 50 долларов в месяц | ⭐ 4.2 |
| Expensify | Staff expense claims | 5 долларов в месяц | ⭐ 4.4 |
| Снайдер | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Zoho Books | All-in-one value | 15 долларов в месяц | ⭐ 4.5 |
| Волна | Free bookkeeping | 0 долларов в месяц | ⭐ 4.4 |
Краткий выбор:
- Лучший вариант в целом: Hubdoc — free inside Xero and easy for beginners.
- Оптимальный бюджет: Wave — no cost at all for very small businesses.
- Лучший вариант для начинающих: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Альтернативы Hubdoc
Ищете альтернативы Hubdoc? Вот лучшие варианты:
- 🚀 Головоломка IO: Accounting built for startups, with automatic categorisation and live отчетность.
- 🌟 Декс: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Снайдер: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Простой конец месяца: Checklist-driven close software for teams that miss deadlines.
- 🧠 Докит: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Мудрец: Full accounting suite for larger firms needing stock and payroll.
- 💼 Zoho Books: Strong value if you already run other Zoho business apps.
- 💰 Волна: Free invoicing and bookkeeping for фрилансеры 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.
- ⚡ Автоматический ввод: 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 малый бизнес инструменты.
Полный список смотрите в нашем Альтернативы Hubdoc гид.
⚔️ Сравнение Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc против Puzzle IO: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Хабдок против Декста: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc против Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Хабдок против Снайдера: Synder handles payment platform sync. Hubdoc handles bills, receipts, and statements.
- Hubdoc против Easy Month End: Easy Month End tracks close tasks. Hubdoc supplies the source files those tasks need.
- Hubdoc против Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Хабдок против Сейджа: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc против Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Хабдок против Вейва: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc против Expensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc против QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc против AutoEntry: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc против FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc против NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
Начните использовать Hubdoc прямо сейчас!
Вы научились использовать все основные функции Hubdoc:
- ✅ Автоматическая загрузка документов
- ✅ Интеллектуальное извлечение данных
- ✅ Простая загрузка в мобильное приложение
- ✅ Безопасное облачное хранилище
- ✅ Интеграция с бухгалтерским программным обеспечением
- ✅ Автоматическая сортировка и систематизация документов
- ✅ Документация, подтверждающая соответствие требованиям аудита
- ✅ Взаимодействие пользователей
- ✅ Экспорт документов и резервное копирование
Следующий шаг: Выберите одну функцию и попробуйте прямо сейчас.
Большинство людей начинают с автоматического получения документов.
It takes less than five minutes and saves hours later.
Часто задаваемые вопросы
Как начать использовать 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.
Как работает 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.
Как использовать Hubdoc через приложение?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox немедленно and are extracted within minutes.
Может ли Hubdoc автоматически получать банковские выписки?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Как отправить квитанции в 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 