Hubdoc Basics for Business

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