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Connect to Xero

By connecting Hubdoc to Xero, you'll be able to keep your client's books up-to-date and audit-proof by attaching source documents to transactions in the bank feed and reconciling through a one-click 'Match'! 

Once a Xero account has been connected, Hubdoc will pull over that Xero account's contacts, chart of accounts, payment accounts, and tax codes that have already been set up in Xero. 

Step 1: Connect a Xero Account to a Hubdoc Account

1. Log in to Hubdoc and navigate to the client's account. 

2. Click 'Accounts' in the top right corner.

3. Select the 'Destinations' tab.

4. Select the 'Connect' button beside the Xero logo (it may take a minute or two to establish the connection).

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5. Authorize Hubdoc to get access to the Xero account. 

Step 2: Configure Tax and Other Settings

In many cases, it is necessary to keep track of taxes paid. To enable tax data to be separated and published from Hubdoc to Xero, ensure that the "Publish tax data" checkbox is ticked off. This option will only be available if tax codes have been set up and enabled in the Xero file. You will then be able to select a default tax rate (default on all transactions, can be changed at the document level) and a default tax exempt rate. 

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You will also have the option of selecting "Push To Xero Files". Enabling this give you the option of publishing documents over into Xero's file storage area as a secondary back-up of financial documents. These documents, if not attached to a transaction already, can be added to transactions from Xero at a later date. 

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Your Hubdoc account is now connected to Xero. From now on, when you manually upload a receipt onto Hubdoc, Hubdoc will extract the key data from the receipt. When Hubdoc has extracted this data and you are ready to publish to Xero, Hubdoc will then automatically create a transaction in Xero with the original source document attached.

Next Step: Configure Autosync with Xero

 

 

 

 

 

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