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

Search for 'Attachments' using the magnifier icon . All your uploaded receipts will be there. More details: Where are the receipts in QuickBooks?

For individual receipt:

Sign in to QuickBooks.
Click the QuickBooks logo inside any individual receipt in Receipt-AI to view the purchase in QuickBooks.

In Xero

Click Reconcile [xx] items, then Account transactions.

Before November 6, 2024:

Click on your company name, then select 'Files' . All your uploaded receipts will be there.

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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