How to use Hubdoc to Automate Your Data Entry in 2026?

Do you hate drowning in piles of crumpled receipts?

Bookkeeping is often the worst part of running a business.

It eats up hours of your week. Manual dữ liệu entry is boring and prone to errors.

Plus, losing a receipt can cause major headaches at tax time.

Stop the stress. Hubdoc automates the mess for you.

It captures documents and syncs them ngay lập tức.

In this guide, we will show you exactly how to use Hubdoc to save time and go paperless today.

Hubdoc

Stop wasting time on paperwork. Join 100,000+ businesses saving 5 hours every week. Try Hubdoc for free today and automate 100% of your data entry.

Try Hubdoc now Đọc toàn bộ bài đánh giá Các lựa chọn thay thế cho Hubdoc

Hubdoc Tutorial

Getting started with Hubdoc is simple.

First, connect your kế toán phần mềm, ví dụ như Xero.

Next, download the mobile app to snap photos of receipts.

The tool reads the data and automatically sorts it.

You don’t need to type anything.

It turns messy paperwork into organized digital files instantly.

How to use Smart Data Extraction

Smart data extraction is the engine that powers your Hubdoc organization.

Instead of typing data by hand, you let the software read your financial documents for you.

This feature removes the boredom from kế toán tasks and ensures accuracy.

Với tư cách là một việc kinh doanh owner, you want to trust that the numbers are right without doing the math yourself.

Step 1: Upload Your Documents

The first step is to get your digital and paper documents into the system.

You have a few easy ways to upload digital and paper receipts,s so nothing gets lost.

• Snap a photo: Use the mobile app to take a picture of a lunch receipt immediately. This is great for you and your staff members who are on the road.
• Email-in: Forward any digital invoices directly to your unique Hubdoc email address. The system automatically pulls the attachment and starts processing.
• Desktop upload: If you have a stack of PDF invoices on your computer, drag and drop them into your Hubdoc account.

Step 2: Review and Configure Supplier Rules

Once you upload, Hubdoc’s AI scans the documents and data.

It looks for the supplier name, date, and total amount.

You need to teach it once, and it will remember it for next time.

This drastically reduced the time spent on data entry.

• Check the details: verify that Hubdoc captured the correct invoice numbers and dates. It is usually very accurate, but it is always good to double-check.
• Save the configuration: Tell Hubdoc that every bill from “Comcast” should always go to the “Utilities” category.
• Look for resources: If you get stuck on a new supplier, check the help section (often found near the Hubdoc blog logo in the menu) for specific guides.

Step 3: Publish to Your Accounting Software

The final step is to sync your documents to your ledger.

This moves the data to connected integrations like QuickBooks or the Xero Hubdoc integration.

• Click to publish: Once the data looks good, hit the “Publish” button. This sends the transaction and the receipt image to your kế toán phần mềm.
• Verify the sync: Open your accounting software to view the bill waiting for you. The original document is attached, making your records audit-proof.
• Enjoy the speed: Because the data matches your bank feed, you can achieve one-click reconciliation. This is the best way to set up your Hubdoc workflow for maximum speed.

How to use Automatic Document Fetching

Fetching is a powerful feature that helps you streamline the way you handle paperwork.

Instead of manually downloading bills from different websites and trying to upload them one by one, Hubdoc does it for you.

This improves efficiency and lets you focus on running your business rather than just managing paper.

It means less time on boring tasks and more time for what matters.

Step 1: Add an Automated Account

To start, you need to tell Hubdoc which providers to connect to. This works best on a desktop computer.

• Find your provider: Click “Add Account” and use the search bar to find specific supplier names.
• Select the right one: You will see options for banks, utilities, and telecom companies. This is perfect for clients who have many recurring monthly accounts.
• Check the list: Hubdoc connects to hundreds of providers to help you easily track expenses.

Step 2: Enter Login Credentials

Once you find the supplier, you must log in with your username and password.

This allows Hubdoc to access the portal securely.

• Connect securely: Enter your details so the system can access your account. It is like having a digital trợ lý.
• Fetch documents: Hubdoc will automatically grab current and past invoices. You don’t have to lift a finger.
• Luôn cập nhật thông tin: The software pulls new bills as soon as they are available, keeping your cloud storage up to date.

Step 3: Manage Fetch Settings

After the connection is made, the data is extracted and ready for review.

This step ensures accuracy before the data moves further.

• Verify details: Check the dates and totals on the fetched documents to ensure they match the transactions in your bank feed.
• Sync to software: Send the verified data directly to Xero or QuickBooks Online. This helps accountants and bookkeepers close the books faster.
• Hãy giữ mọi thứ đơn giản: This process helps simplify your workflow. If you get stuck, you can always watch a video tutorial, but the process is usually hassle-free.

How to use Secure Cloud-Based Storage

Storing your receipts in a shoe box is dangerous.

Ink fades, and papers get lost. Hubdoc keeps your data safe in the cloud.

This makes it easy to access your records anytime, anywhere.

Step 1: Organize with Folders and Tags

Hubdoc automatically sorts your documents into folders for every supplier.

This helps you keep track of your spending without extra effort.

• Search instantly: You can find any document in seconds by searching for supplier names, invoice numbers, or specific dollar amounts.
• Tag your files: Set up custom tags for different projects to keep everything organized.
• Reduce clutter: This system helps reduce the mess and confusion of managing paper records.

Step 2: Set Up User Permissions

You can invite your accountant or employees to work with you in Hubdoc.

It is important to control who sees what.

• Control access: Assign different roles to people so they only see what they need to see.
• Protect your account: To keep your data safe, you should set up two-factor authentication. This adds an extra layer of security to every login session.
• Stay secure: Use two-factor authentication to ensure only you and your trusted team can access the files.

Step 3: Integrate with Cloud Storage Platforms

For extra peace of mind, you can back up your files to other platforms like Google Drive, Dropbox, or Box.

• Sync automatically: Hubdoc sends a copy of every receipt directly to your personal cloud storage.
• Tiết kiệm thời gian: You never have to drag and drop files into backup folders manually.
• Audit-proof: If the tax office ever has questions, you will have backups ready. If you ever get stuck, remember we’re here to help with guides and support.

Alternatives to Hubdoc

So sánh Hubdoc

• Hubdoc so với PuzzlePhần mềm này tập trung vào lập kế hoạch tài chính dựa trên trí tuệ nhân tạo dành cho các công ty khởi nghiệp. Phiên bản tương tự dành cho tài chính cá nhân.
• Hubdoc so với DextĐây là công cụ kinh doanh dùng để ghi nhận biên lai và hóa đơn. Công cụ còn lại dùng để theo dõi chi phí cá nhân.
• Hubdoc so với XeroĐây là phần mềm kế toán trực tuyến phổ biến dành cho các doanh nghiệp nhỏ. Đối thủ cạnh tranh của nó là phần mềm dành cho mục đích sử dụng cá nhân.
• Hubdoc so với SynderCông cụ này đồng bộ dữ liệu thương mại điện tử với phần mềm kế toán. Một phiên bản khác tập trung vào tài chính cá nhân.
• So sánh Hubdoc và Easy Month EndĐây là một công cụ kinh doanh giúp đơn giản hóa các công việc cuối tháng. Đối thủ cạnh tranh của nó là công cụ quản lý tài chính cá nhân.
• Hubdoc so với DocytỨng dụng này sử dụng trí tuệ nhân tạo (AI) cho việc kế toán doanh nghiệp. tự động hóaỨng dụng còn lại sử dụng trí tuệ nhân tạo (AI) như một trợ lý tài chính cá nhân.
• Hubdoc so với SageĐây là một bộ phần mềm kế toán doanh nghiệp toàn diện. Đối thủ cạnh tranh của nó là một công cụ dễ sử dụng hơn dành cho tài chính cá nhân.
• Hubdoc so với Zoho BooksĐây là một công cụ kế toán trực tuyến dành cho các doanh nghiệp nhỏ. Đối thủ cạnh tranh của nó là công cụ dành cho mục đích sử dụng cá nhân.
• Hubdoc so với WavePhần mềm này cung cấp phần mềm kế toán miễn phí cho các doanh nghiệp nhỏ. Phiên bản tương tự được thiết kế dành cho cá nhân.
• Hubdoc so với ExpensifyĐây là công cụ quản lý chi phí kinh doanh. Công cụ còn lại dùng để theo dõi chi phí cá nhân và lập ngân sách.
• Hubdoc so với QuickBooksĐây là phần mềm kế toán nổi tiếng dành cho doanh nghiệp. Có một phiên bản thay thế được thiết kế cho tài chính cá nhân.
• Hubdoc so với AutoEntryCông cụ này được thiết kế để tự động hóa việc nhập liệu cho kế toán doanh nghiệp. Một công cụ thay thế khác là công cụ quản lý tài chính cá nhân.
• Hubdoc so với FreshBooksĐây là phần mềm kế toán dành cho người làm nghề tự do và doanh nghiệp nhỏ. Có một phiên bản khác dành cho tài chính cá nhân.
• Hubdoc so với NetSuiteĐây là một bộ phần mềm quản lý doanh nghiệp mạnh mẽ dành cho các công ty lớn. Đối thủ cạnh tranh của nó là một ứng dụng tài chính cá nhân đơn giản.

Phần kết luận

Managing paperwork used to be hard.

Now you know exactly how to use Hubdoc to fix that.

We covered three main tools today.

First, you learned to quickly extract data from photos.

Second, you saw how to fetch bills automatically from your suppliers.

Third, you learned to store everything safely in the cloud for the future.

You don’t have to stress about lost receipts anymore.

You can start uploading your bills today. It is simple and fast.

If you get stuck on any step, remember that we’re here to help you succeed.

Take back your free time and let the software do the work.

Câu hỏi thường gặp

More Facts about Hubdoc

• Hubdoc handles the boring kế toán for you, so you have more time to help your clients.
• The software reads your receipts and bills, then automatically creates records for them in Xero.
• It saves all your papers on the internet (the cloud), so you can search for them and find them anytime.
• If you buy Hubdoc on its own, it costs about $12 per month.
• If you already have an Xero plan, such as Starter, Standard, or Premium, Hubdoc is included for free.
• The best way to start using Hubdoc is to click on it inside your Xero dashboard to connect them easily.
• Hubdoc shares data with Xero and matches your receipts to the right bank accounts.
• You can give your accountant permission to log in and see your records instantly.
• Both the Hubdoc and Xero wwebsites offervideos and guides to help you use the software.
• You can also organize your files into folders by year or month to keep everything neat.
• Hubdoc can send backup copies of your files to Google Drive, Dropbox, or Box for extra safety.
• Your documents are protected by the same strong security codes that banks use.
• You can control what your team sees; for example, you can let some people only upload pictures while others can do more.