Hubdoc how-tos
Step-by-step help with everyday tasks in Hubdoc, from uploading and emailing documents to publishing them and managing users. Each how-to follows Hubdoc's own help article, linked in its sources, and says what to check before you start and what changes afterwards.
Receipts and documents
How to upload documents in Hubdoc
Upload receipts and bills to Hubdoc from your computer, split a multi-page PDF into separate documents, and know the file limits before you start.
How to email documents to Hubdoc
Send bills and receipts to your Hubdoc intake address, split a PDF by page, add notes from the email, and forward documents automatically with mail rules.
How to publish documents in Hubdoc to QuickBooks Online
Publish a Hubdoc document to QuickBooks Online as a bill, expense or supplier credit, fill in the required fields, and see when re-publishing makes a duplicate.
How to delete a document in Hubdoc
Delete a document in Hubdoc on the web or in the mobile app, remove a whole folder, and get a document back from Trash before the trash is emptied.
Users and settings
How to add a user in Hubdoc
Invite someone to your Hubdoc organisation, pick Upload only, Standard or the role for your accountant or bookkeeper, then resend, change or revoke access.