快速入门
本指南涵盖 Hubdoc 的所有功能：
- 入门 — Create your Hubdoc account and connect it to your accounting software
- 如何使用自动文档获取功能 — Pull bills and bank statements in without lifting a finger
- 如何使用智能数据提取 — Read supplier names, dates, amounts, and invoice numbers from every file
- 如何使用简易手机应用上传 — Snap photos of receipts at the counter instead of hoarding paper
- 如何使用安全的云存储 — Keep every file in the cloud behind bank-level 256-bit encryption
- 如何使用与会计软件的集成 — Sync your documents and data straight into Xero or QuickBooks Online
- 如何使用自动归档和排序功能 — Teach Hubdoc your rules once and let it file new uploads for you
- 如何使用经审计的文档 — Attach a source document to every transaction your accountant reviews
- 如何使用用户协作 — Give accountants, bookkeepers, and staff members the right access level
- 如何使用文档导出和备份 — Copy every file to Dropbox, Google Drive, or Box on a schedule
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates 簿记 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.
Hubdoc教程
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.
Hubdoc入门指南
Before any feature works, you need to set up your Hubdoc account.
大约需要三分钟。
Here is my honest walkthrough video of the first session:
现在让我们逐一分析每个步骤。
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.
✓ 检查点： 检查你的 收件箱 用于确认邮件。
步骤二：打开仪表盘
Log in on desktop, or install the app on iOS 以及安卓系统。
以下是仪表盘的界面：
✓ 检查点： 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 商业.
Forward any digital invoices and receipts straight to it.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Hubdoc 自动文档获取功能
自动文档获取 lets you connect your banks and suppliers so bills arrive on their own.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ 结果： New invoices and statements now land in Hubdoc automatically.
💡 专业提示： Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
智能数据提取 lets you skip manual data entry on invoices, bills, and receipts.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ 结果： Clean documents and data are ready to push into your 会计 软件。
💡 专业提示： Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
轻松上传手机应用 lets you upload digital and paper documents from your phone in seconds.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Paper receipts are captured before they fade or go missing.
💡 专业提示： Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
如何使用 Hubdoc 安全云存储
安全的云存储 lets you store financial documents safely and search them from anywhere.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Search returns the right file, and login now asks for a code.
步骤 3：设置双因素身份验证
Open Settings, then switch on two factor authentication for your login.
✅ 结果： Your documents are backed up, searchable, and locked down.
💡 专业提示： Search by amount when you forget the supplier. It beats scrolling months of files.
如何将 Hubdoc 与会计软件集成
与……集成 会计 软件 lets you push data to connected integrations without touching a spreadsheet.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ 结果： Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 专业提示： Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
如何使用 Hubdoc 自动归档和排序功能
自动归档和分类 lets you build a filing system by year, month, or document type.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ 结果： Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 专业提示： Keep folder names short. Long names get cut off in the mobile app view.
如何使用 Hubdoc 审计验证文档
经审计的文件 lets you answer audit questions without digging through boxes.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ 结果： Every transaction now has proof behind it, ready for review.
💡 专业提示： Never delete a published document. Removing it breaks the link inside Xero.
如何使用 Hubdoc 用户协作
用户协作 lets you share your books without handing over full control.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ 结果： You can grant your accountant access to view your bookkeeping directly.
💡 专业提示： Give warehouse staff upload only rights. They can send receipts but cannot publish.
如何使用 Hubdoc 文档导出和备份
文档导出和备份 lets you keep a second copy of your records outside Hubdoc.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your records survive even if you close the account later.
💡 专业提示： Run a full export every January. It gives you a clean archive of the closed year.
Hubdoc 专业技巧和快捷方式
After two years of managing client files in Hubdoc, here are my best tips.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 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.
大多数人错过的隐藏功能
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- 供应商规则： 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常见错误及避免方法
Mistake #1: Creating the Account Outside Xero
❌ 错误： Signing up on the Hubdoc website when you already own Xero.
✅ 右图： Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ 错误： Trusting every extracted figure and publishing the whole batch blind.
✅ 右图： Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ 错误： Saving a month of paperwork for one long Sunday session.
✅ 右图： Upload as you go. Ten seconds daily beats three hours monthly.
Hubdoc故障排除
Problem: Documents Are Not Syncing to Xero
原因： The integration token expired, usually after a password change.
使固定： 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.
使固定： 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.
使固定： Reconnect and approve the prompt on your phone within the timeout window.
📌 笔记： Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
Hubdoc是什么？
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.
使用 Hubdoc 可以节省时间，提高记账工作的准确性和效率。
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.
观看这段快速概览：
它包含以下主要特点：
- 自动文档获取： Pull bills and bank statements in without lifting a finger.
- 智能数据提取： Read supplier names, dates, amounts, and invoice numbers from every file.
- 轻松上传手机应用照片： Snap photos of receipts at the counter instead of hoarding paper.
- 安全的云存储： Keep every file in the cloud behind bank-level 256-bit encryption.
- 与会计软件集成： Sync your documents and data straight into Xero or QuickBooks Online.
- 自动归档和分类： Teach Hubdoc your rules once and let it file new uploads for you.
- 经审计的文档： Attach a source document to every transaction your accountant reviews.
- 用户协作： Give accountants, bookkeepers, and staff members the right access level.
- 文档导出和备份： Copy every file to Dropbox, Google Drive, or Box on a schedule.
如需完整评测，请参阅我们的 Hubdoc 评论.
Hubdoc定价
Here is what Hubdoc costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 月度订阅 | 每月12美元 | 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.
免费试用： Yes, 14 days free with no card required.
退款保证： No formal guarantee. You can cancel monthly at any time.
💰 性价比最高： Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc 与其他替代方案的比较
How does Hubdoc compare? Here is the competitive landscape:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | 每月 12 美元 | ⭐ 4.2 |
| 右手 | Heavy supplier fetching | 每月 29 美元 | ⭐ 4.5 |
| 自动输入 | 圣人 用户 | 每月 12 美元 | ⭐ 4.3 |
| 多西特 | AI categorisation | 每月 50 美元 | ⭐ 4.2 |
| Expensify | Staff expense claims | 每月 5 美元 | ⭐ 4.4 |
| 辛德 | Ecommerce payouts | $61/mo | ⭐ 4.6 |
| Zoho Books | All-in-one value | 每月15美元 | ⭐ 4.5 |
| 海浪 | 免费记账 | 每月 0 美元 | ⭐ 4.4 |
快速精选：
- 综合最佳： Hubdoc — free inside Xero and easy for beginners.
- 最佳预算： Wave — no cost at all for very small businesses.
- 最适合初学者： QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Hubdoc替代方案
正在寻找 Hubdoc 的替代方案？以下是一些最佳选择：
- 🚀 Puzzle IO： Accounting built for startups, with automatic categorisation and live 报道.
- 🌟 右手： The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero： The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 辛德： Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 轻松月末: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt： AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 圣人： Full accounting suite for larger firms needing stock and payroll.
- 💼 Zoho Books： Strong value if you already run other Zoho business apps.
- 💰 海浪： Free invoicing and bookkeeping for 自由职业者 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.
- ⚡ 自动输入： 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 小型企业 工具。
完整列表请参见我们的 Hubdoc的替代方案 指导。
⚔️ Hubdoc 对比
Here is how Hubdoc stacks up against each competitor:
- Hubdoc 与 Puzzle IO 的对比: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Hubdoc 与 Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc 与 Xero 的比较: 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 与 Easy Month End 对比: Easy Month End tracks close tasks. Hubdoc supplies the source files those tasks need.
- Hubdoc 与 Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc 与 Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc 与 Zoho Books 的比较: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc 与 Wave 的对比: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc 与 Expensify 的比较: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc 与 QuickBooks 的比较: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc 与 AutoEntry: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc 与 FreshBooks 的比较: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc 与 NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
立即开始使用 Hubdoc
您已学会如何使用 Hubdoc 的所有主要功能：
- ✅ 自动文档获取
- ✅ 智能数据提取
- ✅ 轻松上传手机应用
- ✅ 安全的云存储
- ✅ 与会计软件集成
- ✅ 自动归档和分类
- ✅ 符合审计要求的文档
- ✅ 用户协作
- ✅ 文档导出和备份
下一步： 选择一项功能，立即试用。
大多数人都是从自动文档获取开始的。
It takes less than five minutes and saves hours later.
常见问题解答
如何开始使用 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.
Hubdoc是如何运作的？
Hubdoc pulls data from financial documents and syncs it directly with accounting software. It extracts supplier names, dates, and amounts, then creates matching transactions.
如何通过应用程序使用 Hubdoc？
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox 即刻 and are extracted within minutes.
Hubdoc 能否自动获取银行对账单？
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
如何将收据发送给 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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