Hubdoc Basics for Business
Learn the basics of Hubdoc, a user-friendly document management software, to streamline your business processes. Sync with Xero, backup to the cloud, and invite other users. Perfect for beginners and business owners looking to streamline their document management process.
What you’ll learn
- Learn how to setup hubdoc
- Learn how to publish documents to Xero
- How to sync documents to your cloud storage
- How to invite other users
- How to add and Manage integrations
Are you a business owner or bookkeeper that is looking to streamline your business processes?
Looking to add more services to your business?
Then this course is for you!
This course is all about learning the basics of Hubdoc for your needs. This is a beginner course, so you don’t need to have used the software before to get started. Hubdoc is a user friendly document management software which makes it great for small businesses. Hubdoc helps to streamline administrative tasks including entering bills and receipts manually, which will help you run your business more efficiently. I show you step by step how everything is done in Hubdoc. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime.
In this course you will learn:
How to setup Hubdoc
How it works and the benefits of using Hubdoc
How to automatically import documents
How to sync Hubdoc with Xero – create transactions in Xero with the original document attached.
How to setup supplier rules
How to add and manage integrations
How to backup to the cloud
How to invite other users – co-workers, accountants and bookkeepers etc.
How to setup two factor authentication
How to trouble shoot common errors
How to Group related suppliers
How to add Tags and notes
Who this course is for:
- A beginner hubdoc user that would like to learn the basics
- A new business owner or recently converted to Xero who wants to do their own bookkeeping.
- A business owner or Bookkeeper that wants to streamline the document management process
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