Tuesday, October 17, 2023

Where can I find the receipts in QuickBooks or Xero?

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Ensure you've connected your Xero or QuickBooks accounts to Receipt AI and uploaded your receipts successfully before proceeding. Now, let's find out how to easily locate your receipts in the accounting software.

In QuickBooks Online

Find your receipts in QuickBooks:

All receipts uploaded via Receipt AI are stored in Attachments in QuickBooks. You can access them in two ways:

  1. Search in QuickBooks: Use the magnifier icon and search for 'Attachments' to view all uploaded receipts.
  2. From Receipt AI: Click “View in QuickBooks” under any individual receipt to open it directly in QuickBooks.
    Note: You may need to click twice if QuickBooks prompts you to sign in.

More details: Where are the receipts in QuickBooks?


In Xero

Find your receipts in Xero:

Receipts uploaded via Receipt AI can appear in Xero as either files or transactions, depending on your settings. You can access them in the following ways:

  • As files:
    Click your company name, then select 'Files' to view all uploaded receipts stored as attachments.
  • As transactions (Spend Money / Receive Money):
    Go to Reconcile [xx] items, then select Account transactions to find receipts linked to transactions.
  • From Receipt AI:
    Click “View in Xero” under any individual receipt to open it directly in Xero.
    Note: You may need to click twice if Xero prompts you to sign in.


Where can I find the receipts in QuickBooks or Xero? A cup of cappuccino with intricate foam art sits next to a golden service bell and a spike holding a stack of receipts, symbolizing the seamless integration of Receipt AI with accounting software such as QuickBooks or Xero for efficient receipt management and expense tracking.

What is Receipt AI?

Receipt AI is a receipt management tool using AI and SMS. Simply take a picture of your receipt, send it via email or SMS, and Receipt AI will extract information such as vendor name, date, total etc, rename and upload the receipt to your accounting software, in Xero or QuickBooks. All done within 5 seconds.

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A working professional traveling at a client site smiles as he takes a photo of a receipt with his smartphone. He plans to upload the receipt using SMS and Receipt AI, which is integrated with Xero or QuickBooks, while sitting in a cozy café environment. Indicating the ease of using the app.
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