How to Upload Receipts Using Receipt AI?

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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, ensuring it's fully visible. Hold your phone steady and take a clear photo.

2. Send the Photo: Text the photo to the Receipt AI number.

How to Upload Receipts Using Receipt AI? Process of uploading a receipt photo to Receipt AI via text message at 4:50 PM. The user has attached an image of a restaurant receipt and typed 'Lunch with Jason about the Q3 project' in the message box. Receipt AI's contact name is displayed at the top.

How to Upload Receipts Using Receipt AI? Screenshot of a text message conversation with Receipt AI. The message includes a photo of a restaurant receipt and a memo in the text message body saying 'Lunch with Jason about the Q3 project.' The timestamp reads 4:51 PM. Receipt AI's contact name is shown at the top.

Adding a memo like 'Lunch with Jason about the Q3 project' in your text message can help you remember the expense later.

Note:
- Only available for US and Canadian phone numbers.
- 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 to upload your 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 uploads:

How to Upload Receipts Using Receipt AI? Receipt entry on Receipt AI showing details of a transaction. The date is Sep 16, 2024, and the vendor is Lotus Banh Mi with a total amount of $44.11. A photo of the receipt is included, showing items purchased. Below the receipt image, there is a memo that reads 'Lunch with Jason about the Q3 project.

* Made in the USA. Receipt AI works with both Xero and QuickBooks. It offers a secure solution to store and upload receipts to your accounting software using SMS, Email, and Website upload.

2. Email

1. Forward the Email: Forward your email receipt to the designated Receipt AI email for uploads.

- With attachments: The system will prioritize and capture the attachments.

- Without attachments: A screenshot of the entire email will be taken.

Note:
- 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 the email and upload it via SMS. All three methods—SMS, Email, and Website upload—are interchangeable for your convenience.

3. Website Upload

1. Click ( Upload):
2. Drag and Drop: Drag and drop your receipt photos into the upload area on the website.
- Up to 10 receipt photos 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 above steps, you can easily upload and manage your receipts through Receipt AI.

Supported File Formats

JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
Note: PDF files can be uploaded via Email and Website upload. Please note that SMS uploads do not support PDF files.