You can upload receipts to Receipt AI by SMS, email, or web upload. After upload, Receipt AI extracts the receipt details and helps organize them for QuickBooks, Xero, or bookkeeping.
Choose the upload method that fits your workflow. SMS is fast for photos, email works well for email receipts and PDFs, and website upload is useful when you have several files ready.
You can also mix methods: take a screenshot of an email receipt and send it by SMS, or email your receipt photo to Receipt AI.
How to upload:
1. SMS: Text a receipt using SMS.
2. Email: Forward a receipt using email.
3. Website: Click Upload to drag and drop receipts on the website.
* Your upload phone number and email are available in your dashboard after signing in.
Add a memo:
1. SMS: Type your message and send it along with your receipt.
2. Email: Use the subject line to write your memo.
3. Website: Go to Receipts, select a receipt, and click Add memo.
1. SMS (US and CA only)
1. Prepare the receipt: Place the receipt on a flat surface with good lighting, make sure it is fully visible, hold your phone steady, and take a clear photo.
2. Send the photo: Text the photo to your Receipt AI upload number.
Adding a memo like "Lunch with Jason about the Q3 project" in your text message can help you remember the expense later.
Note:
- SMS upload is only available for US and Canadian phone numbers.
- You can send up to 3 receipt photos per message.
- Each photo should contain only one receipt.
- Supported image formats: JPEG, PNG, WEBP, HEIC, and HEIF.
- Use email or website upload for PDF files.
Adding a memo via SMS
Include the memo in the text message along with the receipt photo.
What the receipt looks like in Receipt AI after upload:
Receipt AI helps businesses upload receipts by SMS, email, or web, then extract and organize the details for QuickBooks, Xero, and bookkeeping.
2. Email
1. Forward the email: Forward your email receipt to your designated Receipt AI upload email.
- With attachments: Receipt AI will prioritize and capture the attachments.
- Without attachments: Receipt AI can capture the email content as the receipt record.
Note:
- You can send up to 3 attachments per email.
- If an attachment is larger than 10MB, send it in a separate email.
Adding a memo via Email
Use the subject line of the email as the memo when forwarding the receipt.
Pro Tip: You can also take a screenshot of an email receipt and upload it via SMS. SMS, email, and website upload are interchangeable, so you can use whichever method is easiest at the moment.
3. Website Upload
1. Click ( Upload):
2. Drag and drop: Drag and drop your receipt photos or files into the upload area on the website.
- Up to 10 receipt files per upload session.
- Refresh the page to upload more receipts.
Adding a memo via the Website
Use the "Edit Receipt" feature to add a memo. This option is also available if you forgot to include a memo when uploading via SMS or email.
Receipt AI supports 39 languages.
Supported file formats are JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
By following the steps above, you can upload and manage receipts through Receipt AI without typing receipt details manually.
Supported file formats
JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
Note: PDF files can be uploaded via email and website upload. SMS uploads do not support PDF files.
Supports 39 languages
Visit the article "What Languages does Receipt AI Support for Receipt Extraction?" to learn more about this feature.
Ready to upload your first receipt?
Sign in to Receipt AI, choose SMS, email, or web upload, and send your first receipt. Receipt AI will extract the details and help keep the record organized for your accounting workflow.
