Update Accounts

Updating an automatic connection will refresh the connection between Hubdoc and the Bank, Credit Union, Telecommunication company and any other automatic connection Hubdoc has with a web portal. This will fetch any missing documents or prompt for missing authentication for the account.

To update an account, follow these instructions:

1) Click 'Accounts' in the top right corner of the Hubdoc dashboard.

2) Click the 'Manage Accounts' tab.

3) Scroll down to the connection that needs to be updated and click 'Update Account'.

Updating the account will prompt for a 2FA code or security question if it is needed to access the account. This code can be entered into the message box when received.

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    Eric Hunt

    need help with connections to Banks, etc...

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    Valerie Johnson

    Nothing seems to address how to deal with HD "not being able to communicate" with my bank. (Key and/or Key Business) It seems like this happens a lot. I tried all the preliminary troubleshooting steps to still no avail. L:( Everything else is speeding along, i.e. uploads, automagic data entry, auto-syncing to and on to QBO. etc.

    Edited by Valerie Johnson
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