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 数据 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 即刻.

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.

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Hubdoc Tutorial

Getting started with Hubdoc is simple.

First, connect your 会计 软件，例如 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 簿记 tasks and ensures accuracy.

作为一名 商业 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 会计 软件。
• 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 助手.
• Fetch documents: Hubdoc will automatically grab current and past invoices. You don’t have to lift a finger.
• 保持关注： 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.
• 保持简单： 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.
• 节省时间： 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

Hubdoc 对比

• Hubdoc vs Puzzle这款软件专注于为初创企业提供人工智能驱动的财务规划。它的对应产品则面向个人理财。
• Hubdoc 与 Dext这是一个用于记录收据和发票的商业工具。另一个工具用于追踪个人支出。
• Hubdoc 与 Xero 的比较这是面向小型企业的热门在线会计软件。它的竞争对手是面向个人用户的。
• Hubdoc vs Synder该工具可将电子商务数据与会计软件同步。其替代版本则专注于个人理财。
• Hubdoc 与 Easy Month End 对比这是一个用于简化月末工作的商业工具。它的竞争对手是用于管理个人财务的工具。
• Hubdoc 与 Docyt这是利用人工智能进行企业记账的。 自动化另一款产品则将人工智能用作个人理财助手。
• Hubdoc 与 Sage这是一个功能全面的企业会计软件。它的竞争对手是一款更易于使用的个人理财工具。
• Hubdoc 与 Zoho Books 的比较这是一个面向小型企业的在线会计工具。它的竞争对手是面向个人用户的。
• Hubdoc 与 Wave 的对比这款软件为小型企业提供免费的会计软件。它的对应版本则面向个人用户。
• Hubdoc 与 Expensify 的比较这是一个企业费用管理工具。另一个是用于个人费用跟踪和预算的工具。
• Hubdoc 与 QuickBooks 的比较这是知名的企业会计软件。它的替代版本则是为个人理财而设计的。
• Hubdoc 与 AutoEntry该软件旨在实现企业会计数据录入的自动化。它的替代产品是一款个人理财工具。
• Hubdoc 与 FreshBooks 的比较这是面向自由职业者和小企业的会计软件。它的替代版本则用于个人理财。
• Hubdoc 与 NetSuite这是一个功能强大的企业管理套件，适用于大型企业。它的竞争对手是一款简单的个人理财应用。

结论

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.

常见问题解答

More Facts about Hubdoc

• Hubdoc handles the boring 簿记 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.