How to Set Up Your Chart of Accounts in Receipt-AI

Manual receipt categorization = lost time, missed claims, and wasted money.

Here's how we fix it 👇

Set up your Chart of Accounts once in Receipt-AI.

• ✅ No switching cards, banks, or providers
• ✅ Upload receipts via SMS, email, or our website
• ✅ Receipts auto-categorized
• ✅ Syncs straight to QuickBooks or Xero

1 upload = 0 follow-up.
No chasing. No wasting time. Just done.

I’m Queenie from Receipt-AI. In this 3-minute demo, I’ll show you exactly how it works.

🎥 Watch the demo:

How to Setup Chart of Accounts in Receipt-AI:

1. Go to your Accounts.
2. Enable at least one Bank or Card account.
3. Disable Expense Accounts your team rarely uses.

✅ You're all set—go ahead and upload a receipt!

Step 1: Set Up Your Accounts

• Go to the Accounts section in Receipt-AI.
• Click on a bank or credit card account you’d like to enable.

Let’s walk through an example using a MasterCard account:

• Click into the account.
• Select the bank name.
• Enter the last 4 digits of the account number.
• Assign a team member to this account. For example, if you assign John Smith, any receipt he uploads will be automatically categorized to this card.
• Choose the billing cycle close date (the day of the month your statement ends).
• Toggle the account to “Enabled.”

Just like that, your credit card account is now set up in Receipt-AI! Receipts uploaded by the assigned team member will be categorized correctly and synced to your accounting software like QuickBooks or Xero—saving you time and reducing manual entry.

Step 2: Fine-Tune Expense Accounts

Team members usually only use a few expense categories. Enabling too many accounts can confuse the system and lead to mistakes, so we recommend disabling the ones they don’t actually use.

For example, if a team member doesn’t need to use the Legal Professional Fee category:

• Click into the Expense account.
• Toggle it off to disable.

That’s it! By only keeping the necessary accounts enabled, Receipt-AI can categorize receipts more accurately for each team member.

Give it a try at receipt-ai.com — that’s Receipt, dash, AI, dot com.

Thanks for watching! If you have any questions, feel free to reach out — we’re happy to help.