Hubdoc

Professional Services , Bills + Expenses , Xero HQ , Accounting , Documents

Bookkeeping made easy with Hubdoc and Xero. Statements, bills and receipts, auto-fetched from over 700 banks and online vendors. Synced to Xero and Xero HQ for seamless reconciliation and audit proofing.

Bookkeeping made easy with Hubdoc and Xero. Statements, bills and receipts, auto-fetched from over 700 banks and online vendors. Synced to Xero and Xero HQ for seamless reconciliation and audit proofing.

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About Hubdoc

Spend less time chasing financial documents, and more time running your business. Hubdoc automatically fetches bank statements, bills and receipts, from over 700 financial institutions, utilities, telecom providers and online suppliers; extracts the key data; and publishes transactions to Xero with source documents attached. With Hubdoc and Xero, bookkeeping has never been so easy.

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Hubdoc + Xero

Hubdoc seamlessly syncs your documents and their data with Xero. It turns your receipts, bills, and invoices into accurately coded Xero transactions with key data entered and source documents attached. Transactions are then auto-matched to the bank feed for one-click reconciliation and audit-proofing.

Hubdoc also integrates with Xero HQ. Hubdoc sends notifications to the Xero HQ activity feed when documents are ready to be posted and reconciled. Notifications are fully customizable and can be set up to fit the needs of your clients. With Hubdoc and Xero HQ, keeping client books up-to-date has never been so easy.

Getting started

To connect Hubdoc to Xero:

1. Log into your Hubdoc account.

2. Go to 'Accounts' and click 'Destinations'.

3. Select the 'Connect' button next to the Xero logo.

4. Allow Hubdoc to access your Xero account.

5. Configure your tax rates

Explore how to setup Hubdoc

Hubdoc + Xero HQ

Hubdoc sends notifications to Xero HQ when documents are ready to be published. Notifications are fully customizable and can be set up to fit the needs of your clients. With Hubdoc and Xero HQ, keeping client books up-to-date has never been so easy.

Getting started

To connect Hubdoc to Xero HQ:

1. Log into your Hubdoc account.

2. Go to the organization's page, select 'Settings', then click 'Add Integration'.

3. Select Xero HQ.

Note: The Hubdoc and Xero HQ integration is only available to accountants and bookkeepers.

Summary


Developer

Hubdoc

Added on

04/02/2014

Integration details


Xero

Countries

Hong Kong, Malaysia, Philippines, Global, Australia, Ireland, United States, Canada, South Africa, New Zealand, Singapore, United Kingdom

Languages

English

Shared data


Xero
Data Flow

Accounts

Bank Transactions

Contacts

Credit Notes

Currencies

Invoices

Items

Linked Transactions

Receipts

Tax Rates

Tracking Categories

Users

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