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Wednesday, November 06, 2024

How to Reconcile in QuickBooks with One Click?

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Great news! We have made it even easier to reconcile your expenses in QuickBooks.

After selecting your bank and expense accounts for receipts, reconciling in QuickBooks becomes simple and can be done with a single click using Receipt AI.

How to reconcile transactions in QuickBooks using One-Click?

After uploading your receipt using Email, SMS or Receipt AI Website:

1. On your QuickBooks dashboard, select Transactions -> Bank Transactions.

Introducing One-Click Reconciliation with QuickBooks and Receipt AI: This image shows a checking account reconciliation screen from QuickBooks. The checking account number is 132435465. It displays two balances:* Balance in QuickBooks: -$5,092.83 (negative balance) * Statement balance (as of October 10): $1,608.77. There is a button labeled Reconcile 29 items, indicating that 29 transactions need to be reconciled. Below this, there is a graphical representation of the account's balance trend over time. The blue section corresponds to dates before October 6, and the red section starts from October 6, signifying a transition or discrepancy in the account balance. The timeline spans from September 22 to October 13, showing small fluctuations in the balance over this period.

2. Review the suggested expense, then click Match to complete the reconciliation.

Introducing One-Click Reconciliation with QuickBooks and Receipt AI: A screenshot of a transaction detail from Central City Parking, dated June 30, 2024, with a reference number and an amount of 12.00. An arrow points to an 'OK' button on the left, and there are navigation options for matching, creating, transferring, discussing, and finding & matching at the top.

Pro tip: Click “Expense Receipt-AI.com-1417” to view its details.
You can use any of the match buttons (Blue or Green) shown in the picture above to reconcile your expense.

Learn more:

How to setup Chart of Accounts in Receipt AI

How to upload Receipts using Receipt AI

How to Reconcile in Xero with One Click?

one click reconciliation

chart of accounts

expense reconciliation

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How to setup Chart of Accounts in Receipt-AI? Screenshot of the 'Chart of Accounts' setup page in Receipt-AI. The image shows two payment options in card format. The first card displays a bank account labeled "Checking" with the last four digits as "5678." The second card represents a credit card labeled "Mastercard" with the last four digits "1234." Both cards have a checkmark icon in the upper right corner, indicating selection or availability. The background is dark, while the cards have a white background with black text.
How to setup Chart of Accounts in Receipt AI?
Introducing One-Click Reconciliation with Xero and Receipt-AI: This image shows a checking account reconciliation screen from Xero. The checking account number is 132435465. It displays two balances:* Balance in Xero: -$5,092.83 (negative balance) * Statement balance (as of October 10): $1,608.77. There is a button labeled Reconcile 29 items, indicating that 29 transactions need to be reconciled. Below this, there is a graphical representation of the account's balance trend over time. The blue section corresponds to dates before October 6, and the red section starts from October 6, signifying a transition or discrepancy in the account balance. The timeline spans from September 22 to October 13, showing small fluctuations in the balance over this period.
How to Reconcile in Xero with One Click
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QuickBooks vs Xero: An updated comparative visualization featuring two desktop computer screens side by side. On the left, the QuickBooks logo is prominently displayed, surrounded by financial charts and graphs illustrating its core features, such as payroll, invoicing, and bookkeeping. The right screen showcases the Xero logo, with visuals emphasizing its cloud-based capabilities, real-time data updates, and user-friendly interface. This image clearly contrasts the two accounting software options, highlighting their unique strengths and offerings for potential users.
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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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