Help and Support

Explore our support articles to get help and find solutions.

QUICKBOOKS ONLINE

How to Undo a Reconciliation in QuickBooks Online: QuickBooks Online Bank transactions page with the transaction status tabs displayed horizontally: For review, Categorized, and Excluded. The Categorized tab is selected in dark grey to filter and show only transactions that have already been matched or added to the books.

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How to Undo a Reconciliation in QuickBooks Online

If you’ve accidentally reconciled a transaction in QuickBooks Online, don’t worry-you can undo it quickly. Follow these step-by-step instructions to fix it, plus learn about a tool that mak...

Aug 15, 2025 | 2 min read

USER FEEDBACK

A close-up of a printed restaurant receipt showing detailed receipt line items: one Daily Market Soup (Chef’s Choice) for $8.00, one 16oz hot latte with 2% milk for $5.75, two 16oz Kwik Drip coffees at $4.00 each totaling $8.00, and one Base Breakfast Bagel with bacon, egg & cheese on an everything bagel for $7.00. The receipt includes a subtotal of $28.75 and a POS sales tax of $3.09. This is the type of itemized transaction data Receipt-AI automatically extracts and categorizes for expense tracking, now available across all pricing plans.

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We Made Receipt Line Items Standard for All Plans

Receipt Line Items Are No Longer Just for Business Plans. We removed our #1 objection. "Too expensive. Line items are only on the Business plan." They were right. So we ...

Jul 22, 2025 | 1 min read

RECEIPT MANAGEMENT SOFTWARE

Bulk edit receipts in Receipt-AI.com: select multiple receipts and move them to folders with one click.

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3 tools to clean up your receipts. Bulk. Sort. Filter.

Wasting hours on receipts? Not anymore. We just launched 3 powerful updates to help you get organized fast, without clicking around. 1. Bulk → Edit multiple rece...

Jul 17, 2025 | 1 min read

FREE 10 RECEIPTS

Receipt-AI demo interface showing a drag-and-drop upload box with the message: 'Automate the process, save 97% of your time. Drag and drop receipts here. One file = One receipt.

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Try Receipt-AI: your first 10 are on us.

Still typing receipts by hand? There’s a better way. No installs. Simple setup. Just text us a photo of your receipt. Here’s how it works: Take a photo of...

Jun 05, 2025 | 1 min read

ACCOUNTING AUTOMATION

The image is from "Receipt-AI", which allows users to manage receipts using AI and SMS. The background is black, creating a sharp contrast for the white and green elements. On the left side, large, bold white text reads "Manage Receipts with AI and SMS." Below this, in a handwritten-style white font, it says "Take a picture and Text," with an arrow pointing to an illustration of a receipt. The receipt illustration is simple, with a heading labeled "RECEIPT," and line items and prices listed below, such as "Pizza - $5.00," "Fettuccine alfredo - $20.00," and a total price at the bottom, all inside a green circular background. On the right side of the image, there is a smartphone displaying a text conversation. The screen shows a photo of a physical receipt from "Punky's" restaurant. The text conversation includes a message saying "Dinner with clients," followed by an automated response saying, "Thank you for the receipt." Overall, the image effectively communicates the concept of using Receipt-AI and SMS to simplify receipt management by capturing and processing receipts via text messages. The inclusion of "Receipt-AI" branding reinforces the service's identity.

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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...

May 07, 2025 | 3 min read

AI BOOKKEEPING TOOLS

Queenie, founder of Receipt-AI, holding an iPhone while demonstrating how to upload receipt line items to QuickBooks using AI and SMS. The image includes bold text that says 'How to Upload Receipt Line Items to QuickBooks via SMS' along with the Receipt-AI.com logo and branding.

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Receipt AI and SMS: The Easiest Way to Send Receipt Line Items to QuickBooks Online

Watch It here: (1:24) How to Enable Line Items in QuickBooks Go to Dashboard, click Edit Profile. Enable One-Click Reconciliation and Line Items. Go to Accounts, enable at le...

Apr 17, 2025 | 2 min read

SUBSCRIPTIONS

Step-by-step guide to changing your subscription on Receipt-AI, including instructions for upgrades, downgrades, and prorated billing.

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How to Change Your Subscription on Receipt-AI

Need to upgrade, downgrade, or switch your Receipt-AI subscription? Here’s how to do it quickly and easily—plus a breakdown of how prorated billing works. 1. Go to the Dashboard ...

Apr 15, 2025 | 2 min read

HOW TO GUIDE

Two paper receipts side-by-side on a flat surface. Left Receipt: From the United States Postal Service (USPS), dated March 8, 2025, at 4:21 PM. It shows two tracking numbers for prepaid mail to Trenton, NJ. Both shipments cost $0.00 and are marked with “Accepted.” The tracking numbers are: 9302 2105 8470 0206 6467 55 (circled in yellow) 9302 2105 8470 0206 2844 81 (circled in yellow) The receipt includes standard USPS information about tracking and refunds. Right Receipt: From Taipei Cafe (Chinatown) in Chicago, IL, dated March 26, 2025, at 2:59 PM. It’s for a dine-in order (#4H4T7A) totaling $16.71. The subtotal is $14.95, with $1.76 tax. It lists card details partially and shows tip suggestions: 18% = $3.01 20% = $3.35 22% = $3.69 The receipt includes a signature line and “powered by chowbus” at the bottom.

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What to do if you have Two Receipts in One Image

Sometimes both receipts end up in a single photo. No stress—here’s the easiest way to fix it. The Easiest Way If Receipt-AI already picked up the left receipt from this image...

Mar 27, 2025 | 2 min read

WORK SMARTER

Fast, Simple, Instant – The New Way to Find Receipts by Receipt-AI.com: Screenshot of a receipt management dashboard named 'Receipt-AI.' The interface displays a list of receipts with filters for date and member selection. A dropdown calendar is open, showing options to filter receipts by year (2023, 2024, 2025) and month. The dashboard also includes total receipts and total expenses statistics. The top navigation bar has options like Upload, Insights, Folders, Accounts, and Team, with a user profile labeled 'Queenie' in the top right corner.

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Fast, Simple, Instant – The New Way to Find Receipts

See how Receipt-AI.com filters receipts in the fewest clicks possible. We value simplicity. 👌 Finding Receipts Is a Pain. We Fixed It. Ever lose 10 minutes just trying to fin...

Mar 14, 2025 | 1 min read

ONE CLICK RECONCILIATION

An accountant is working on reconciling expenses at a computer in a modern office setting, with the text 'Introducing One-Click Reconciliation with Receipt AI' displayed in a black banner. Other people are visible working in the background.

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Introducing One-Click Reconciliation

Automate your expense matching in QuickBooks and Xero — no more manual headaches. The Problem It Solves If you’ve ever spent hours digging through bank transactions, receipts, and accounting softw...

Nov 11, 2024 | 5 min read

ONE-CLICK RECONCILIATION

Screenshot of a 'Spend Money' transaction record in Xero. The transaction is for Central City Parking, dated June 30, 2024, with a total amount of $12.00. The details show a unit price of $10.98 and a sales tax of $1.02. The transaction is categorized under the 'Automobile' account. A related file named '2024-06-30_central-city-parking_12.00_.jpeg' is attached, shown in a pop-up with an option to add files. The bank account listed is a checking account at City National Bank.

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What does the Transaction look like in Xero with Receipt-AI?

Receipt-AI extracts, renames and uploads receipts to Xero, then categorizes receipts based on your Chart of Accounts automatically for easy one-click reconciliation. What steps has Receipt-AI ...

Nov 06, 2024 | 1 min read

ONE-CLICK RECONCILIATION

Introducing One-Click Reconciliation with QuickBooks and Receipt-AI: Screenshot of an expense record titled 'Expense #Receipt-AI.com-1417' for $87.50. The payee is Pye's Cake, and the payment is from a checking account with a balance of -$134,090.12. The payment date is June 5, 2023. The expense is categorized under 'Meals and Entertainment,' with a description of 'Pye's cake.' An attachment named '2023-06-05_pye’s-cake_87.50.png' is included. There is also an option to manage tags.

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What does the Expense look like in QuickBooks with Receipt-AI?

Made in the USA, Receipt-AI extracts, renames, and uploads receipts to QuickBooks, then categorizes receipts based on your Chart of Accounts automatically for easy one-click reconciliation. Wh...

Nov 06, 2024 | 1 min read

ONE CLICK RECONCILIATION

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.

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How to Reconcile in Xero with One Click

Great news! We have made it even easier to reconcile your transactions in Xero. After selecting your bank and expense accounts for receipts, reconciling in Xero becomes simple and can be done with...

Nov 06, 2024 | 1 min read

ONE CLICK RECONCILIATION

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.

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How to Reconcile in QuickBooks with One Click?

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 d...

Nov 06, 2024 | 1 min read

EXPENSE RECONCILIATION

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.

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How to setup Chart of Accounts in Receipt-AI?

Great news! We have made it even easier to reconcile your expenses in your accounting software. After you upload receipts to Receipt-AI, our system categorizes them automatically using your Chart ...

Nov 06, 2024 | 2 min read

EXPENSE MANAGEMENT

This image shows a confirmation screen from Intuit Developer, announcing the successful publication of the Receipt-AI application. The message states, "Congratulations! Your Application has been Published," and notes there may be up to a 30-minute delay before Receipt-AI appears on Apps.com. Links for "Support," "Developer Forums," and "FAQs" are also provided at the bottom. This screen signifies that Receipt-AI is now published and will soon be accessible to QuickBooks online global users.

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Receipt-AI is Available to QuickBooks Global Customers

Made in the USA, Receipt-AI is available to QuickBooks Online customers globally✌️ Managing expenses can be a time-consuming and error-prone task for businesses. Receipt-AI has now made managing...

Sep 25, 2024 | 3 min read

BANK AND CARD INFORMATION

The image shows several credit and debit cards, mostly Mastercard, sticking out of the back pocket of a pair of blue jeans. This brings to mind how tools like Receipt-AI can make handling bank and card information much easier. With Receipt-AI, you can simply take a picture of your receipt and send it using SMS, Email or using our website upload, and the app will automatically grab important details like your card number and bank information. It's a quick and easy way to keep track of all your card info without having to type everything in by hand, making managing your finances a lot more straightforward.

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Extract Bank and Card Information from your Receipts

We're excited to introduce a new feature in Receipt-AI: automatic extraction of bank and card information from receipts. The best part is that it requires no extra steps on your side. You simply ...

Sep 24, 2024 | 4 min read

RECEIPT MANAGEMENT

Receipt-AI upload interface showing an image of a cat being uploaded as a receipt. The text instructs that receipts should be in JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF formats, with an option to remove the file.

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Receipt or Not a Receipt? Introducing Receipt Detection in Receipt-AI

We are using Turkey's picture (Our logo) to show you what it looks like when a non-receipt document is uploaded to Receipt-AI. Receipt-AI instantly detects whether an uploaded document is a re...

Sep 23, 2024 | 3 min read

EXPENSE TRACKING

Text message conversation with Receipt-AI at 4:50 PM. The user has sent a photo of a restaurant receipt and included a memo 'Lunch with Jason about the Q3 project.' Receipt-AI's contact name is visible at the top of the screen.

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How to Upload Receipts Using 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. Add a memo: 1. SMS: Type your mess...

Sep 19, 2024 | 4 min read

MULTILINGUAL PROCESSING

An image displaying the word 'Welcome' in multiple languages, including English, German (Willkommen), Spanish (Bienvenida), French (Bienvenue), Chinese (欢迎), Hindi (स्वागत), Japanese (ようこそ), Russian (добро пожаловать), Arabic (ترحيب), and Portuguese (Bem-vindo). Illustrating the global language support provided by Receipt-AI for seamless receipt extraction.

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What Languages does Receipt-AI Support for Receipt Extraction?

Overview of Language Support Receipt-AI's AI capabilities cover a wide range of languages that use letter-based writing systems. This means US and Canadian business travelers can use Receipt-AI e...

Jul 22, 2024 | 3 min read

REVIEW RECEIPT

Expense item or receipt requiring review: Base Community Cafe, $0.00, June 29, 2024, with a note 'Meeting with Jon' and categorized under 'Meals & Entertainment'. A 'Review Required' label is present.

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What does 'Review Required' mean in Receipt-AI?

Why do I need to Review Receipts? It's quite common for receipts to lack complete information or for the image to be incomplete, blurry, or unclear, which prevents Receipt-AI from reading all the i...

Jun 29, 2024 | 2 min read

LINE ITEM EXTRACTION

Line Item Extraction with Receipt-AI: Receipt and expense breakdown from Base Community Cafe dated February 1, 2025, at 9:02 AM, located at 1200 West 35th Street, Chicago, IL. The receipt lists three items: 2 Kwik Drip coffees at $3.75 each totaling $7.50, 1 Base Breakfast Bagel with bacon, egg & cheese on an everything bagel for $7.00, and 1 Loose Leaf Tea (hot, 16oz, labeled 'Grrreeeeen') for $3.75. Subtotal is $18.25, with $1.96 POS sales tax, totaling $20.21, paid via Mastercard ending in 6437. On the right side of the image, the extracted digital expense report shows itemized data including item names, quantities, unit prices, total prices, and the accounting category 'Operating Expense - Meals & Entertainment' for all items. Contact details for the cafe and the name Ian Heraty are also shown.

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Line Item Extraction with Receipt-AI

* Receipt-AI extracts both general receipt information and individual line items via SMS. If you’d like the line items added to your QuickBooks account, they’ll be automatically uploaded within ...

May 20, 2024 | 5 min read

LINE ITEM EXTRACTION

A photo of a restaurant receipt from Kuro Ramen in Chicago, dated September 28, 2024, along with a digital expense report summary. The receipt includes four food items: House Salad ($7.95), Deep Fried Soft Shell Crab (2 x $7.50 = $15.00), Kuro Ramen ($16.00), and Chicken Katsu Curry ($18.00), with a subtotal of $56.95. Tax is $6.70, and the tip is $12.73, bringing the total to $76.38. The payment was made via VISA credit card ending in 5119. The digital report on the right side includes itemized details, categories each item as “meals and entertainment,” and shows the restaurant’s contact info, address, and upload date by Queenie Peng on April 7, 2025. The Intuit QuickBooks logo is shown at the bottom right, indicating syncing with accounting software.

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What is Receipt Line Item?

Stay on Top of Your Business Receipts. Without Stress, Spreadsheets, or Manual Data Entry. Try Receipt-AI today. What is a Receipt Line Item? Whenever you make a purchase, your receipt list...

May 15, 2024 | 4 min read

TAX DEDUCTION

A scale of justice in front of a tax consulting office window. The scale, a symbol of justice, hangs evenly and features a statue of Lady Justice, blindfolded and carrying a sword, indicating fairness and impartiality in legal and financial matters such as taxes. This image relates to the article topic about business deductions without receipts by symbolizing the balance businesses must maintain between taking legitimate tax deductions and adhering to legal and financial regulations, such as substantiating business expenses.

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What deductions can I claim without receipts for US businesses?

For business expenses, receipts are generally required to support deductions claimed on your tax returns. However, there are circumstances and specific expenses for which the Internal Revenue Servi...

Apr 11, 2024 | 5 min read

BUSINESS EXPENSE

An image of a person in a burgundy shirt holding a white tablet with a screen displaying a simple bar chart graphic. The chart consists of vertical bars of varying heights representing different values, with a line graph overlaid, suggesting a trend analysis. This type of chart could be used to represent various business expense categories over time, showcasing trends and comparisons in a clear, visual format. The tablet is the main focus, held centrally by the person, implying the importance of data and analytics in business decision-making.

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What are the major business expense categories?

In accounting, 'the books' refers to all the financial records of a business, including the balance sheet, income statement, and cash flow statement. As a business owner, reviewing these records sh...

Apr 10, 2024 | 3 min read

INVOICE MEANING

A simplified illustration of one hand giving over a paper labeled "Invoice" to another hand which is passing back a green cash note, set against a teal background. Indicating the invoice's purpose as a request for payment for goods or services.

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What is an invoice?

An invoice is a formal request for payment for goods or services provided. It plays multiple important roles, from simplifying payment processes to tracking financial transactions, monitoring sales...

Apr 10, 2024 | 4 min read

RECEIPT AI TO IPHONE

Screenshot of a smartphone display showing the time as 5:39 with Wi-Fi and battery indicators visible in the status bar. The background is a soft gradient of purple and blue hues. In the center, there is a single app icon with a white background and a black symbol resembling a stylized receipt with a cat's face at the top. Below the icon, the app is labeled 'Receipt-AI'. It indicates that Receipt-AI.com is added to the Home Screen of an iPhone.

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How to add Receipt-AI to your phone

Here's a step-by-step guide for adding Receipt-AI.com to your phone and using it like an iOS or Android app. Receipt-AI is a website that utilizes emails, SMS, and machine learning to manage your r...

Apr 02, 2024 | 2 min read

DRAG AND DROP RECEIPT FEATURE

A user interface element showcasing a cloud icon with an upward arrow, accompanied by the text 'Drag and Drop Receipts here.' It's encased within a dashed border box, indicating the area where users can drag their receipt files for upload.

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🍳 New Drag and Drop Receipts

How’ve you been? With the arrival of the spring season, we're excited to share some updates with you. 1. New Drag and Drop Receipts Feature In addition to email and SMS, we offer a third method fo...

Apr 02, 2024 | 1 min read

RECEIPT-AI QUESTIONS

Conceptual illustration related to frequently asked questions for Receipt-AI. Two hands are positioned at opposite ends of the image, one lower than the other, signifying a transfer of ideas or solutions. Above the upper hand are bright, glowing light bulbs signifying solutions or ideas, while above the lower hand are question marks representing queries or problems. The background is a solid teal color, emphasizing a straightforward exchange of problems and innovative solutions.

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Common Usage Questions for Receipt-AI

What does archive receipt mean? If a receipt is archived, it's removed from your account. They are still used in our AI model to help improve the service without compromising your privacy. How to ...

Mar 25, 2024 | 2 min read

TAX AUDIT

A towering stack of various folders and binders filled with documents on a wooden table, with colors including red, yellow, blue, green, and grey, symbolizing extensive record keeping for tax purposes.

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How Long Should You Keep Your Tax Records in Case of an Audit?

* You must keep records, such as receipts, canceled checks, and other documents that support an item of income, a deduction, or a credit appearing on a return as long as they may become material in...

Mar 18, 2024 | 5 min read

TAX AUDIT

What happens if you get audited and don’t have receipts: A person in business suit points at a virtual hexagonal interface displaying the word 'Audit' along with icons representing a magnifying glass, documents, a group of people, currency stacks, a bar chart, and a pie chart, symbolizing different aspects of a tax audit.

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What happens if you get audited and don’t have receipts?

Verify this is a real audit from the IRS: If you are selected for an audit, the IRS will notify you by mail. The IRS will not initiate an audit by telephone. Learn more from the IRS: "IRS Aud...

Mar 13, 2024 | 4 min read

RECEIPT SECURITY

How secure is Receipt-AI: Screenshot of the SSL Labs security report for Receipt-AI.com, showing an A+ grade for all servers tested, with IP addresses listed alongside the test times and results. The image displays a clean, organized table on the SSL Labs website, emphasizing the high-security standards met by Receipt-AI.

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How secure is Receipt-AI?

To protect our users' data, we encrypt all receipts and account information. We also conduct self-audits to ensure everything is in top shape. At Receipt-AI, we prioritize working with real, aut...

Mar 11, 2024 | 1 min read

RECEIPT BOOK

What is a Receipt Book: Blank template page from a receipt book showing a professional and organized layout, used for documenting customer transactions. The top right corner features a large red number '68688' indicating the customer's order number. Below, there are fields for entering the date, customer name, address, and city, state, and ZIP code. The lower section has a 'Sold By' area with options for payment methods including cash, C.O.D., charge, on account, merchandise returned, and paid out. A detailed table allows for the listing of items with columns for quantity, description, price, and amount. The bottom of the form includes a 'Received By' signature line. A detachable yellow slip at the bottom includes a reminder to 'KEEP THIS SLIP FOR REFERENCE,' along with a sequence of numbers and letters, 'A-4705 T-46528,' for tracking purposes. This template is commonly used by businesses to manually maintain accurate financial records of their sales transactions, demonstrating how adopting a digital solution like Receipt-AI can reduce manual data entry.

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What is a Receipt Book?

The receipt book, a simple yet fundamental tool in the world of commerce, has evolved over centuries from a transactional record to a resource used in many aspects of business. The Origin and Pu...

Mar 07, 2024 | 3 min read

QUICKBOOKS RECEIPT

How to upload receipts to QuickBooks: A table displaying a list of attachments in a digital accounting system, each renamed with a precise format by Receipt-AI for QuickBooks integration. The format includes the transaction date, vendor name, and total amount, with entries like '2024-02-25_punkys-pizza_52.37' and '2023-08-20_amazon.com_12.07'. Thumbnails provide a preview of the receipts, with one showing 'No Preview Available' for a PDF. Details such as file type, size, and upload date are also provided, streamlining the process of managing and attaching receipts to financial records.

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How to upload receipts to QuickBooks?

Upload receipts to QuickBooks using Receipt-AI: 1. Sign up on Receipt-AI. (Business Basic Plan+) 2. Connect to your QuickBooks account 3. Upload your receipts using SMS, Email or Website uploads. ...

Feb 29, 2024 | 2 min read

XERO RECEIPT

How to upload receipts to Xero: A screenshot of an expense management or accounting software interface displaying a list of receipts. Each row includes a date, vendor name (e.g., The Home Depot, Paris Baguette, Namecheap, Inc.), category (e.g., repairs and maintenance, meals, dues & subscriptions), and amount. The receipts are categorized with labels like 'Receipt-AI_meals_36' and 'Receipt-AI_advertising_37'. Checkboxes are present next to each entry, suggesting selection options for further actions.

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How to upload receipts to Xero?

Upload receipts to Xero using Receipt-AI: 1. Sign up on Receipt-AI (Business Basic Plan+). 2. Connect your Xero account. 3. Upload your receipts via Email, SMS, or directly from the website. * ...

Feb 29, 2024 | 2 min read

RECONCILE

How to reconcile in the Xero mobile app: Open the Xero mobile app and click on 'Purchases.' Scroll to the bottom to find the 'Recent Spending' section, then select an expense transaction. In this example, we illustrate the reconciliation process using a parking expense, but the steps are the same for all expense transactions. Use Receipt-AI to upload receipts beforehand to help make the reconciliation process easier.

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How to reconcile in Xero app?

Since November 6, 2024, Receipt-AI has been available for One-Click Reconciliation in Xero. How to reconcile in Xero with One-Click Before November 6, 2024: This guide will help you reconcile ...

Feb 23, 2024 | 3 min read

RECONCILE

How to reconcile in Xero: Login to your Xero account, go to dashboard, and then select 'Reconcile xx items'. This guide will help you reconcile bank transactions, specifically expenses, in Xero from your laptop or computer. 'Expenses' refer to the costs incurred in managing your business. Use Receipt-AI to upload your receipts to Xero before reconciling to help save time.

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How to reconcile in Xero?

Since November 6, 2024, Receipt-AI has been available for One-Click Reconciliation in Xero. How to reconcile in Xero with One-Click Before November 6, 2024: This guide will help you reconcile ...

Feb 22, 2024 | 3 min read

RECONCILE

How to reconcile in QuickBooks mobile app: Click 'Categorize x amount of transactions' to start categorizing transactions. This guide helps you reconcile bank transactions (expenses) in the QuickBooks Online mobile app from your phone. 'Expenses' refer to the costs and money spent on managing your business. Use Receipt-AI to upload your receipts to QuickBooks before starting the reconciliation process.

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How to reconcile in QuickBooks online app?

Since November 6, 2024, Receipt-AI has been available for One-Click Reconciliation in QuickBooks online. How to reconcile in QuickBooks with One-Click Before November 6, 2024: This guide helps...

Feb 21, 2024 | 2 min read

RECONCILE

How to reconcile in QuickBooks online: Select transactions, and then Bank Transactions from the left bar menu to start. In this guide, we will go through how to reconcile bank transactions using the QuickBooks online website. This includes two steps: 1. Categorize Transaction, 2. Attach Receipt. Upload your receipts beforehand using Receipt-AI.

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How to reconcile in QuickBooks?

Since November 6, 2024, Receipt-AI has been available for One-Click Reconciliation in QuickBooks online. How to reconcile in QuickBooks with One-Click Before November 6, 2024: This guide is fo...

Feb 20, 2024 | 3 min read

RECEIPT AI

How to add my phone number to Receipt AI step one: start by signing in. Screenshot of the Receipt-AI homepage with the headline 'Manage your Receipts with AI and SMS.' The text below emphasizes the convenience of the service, highlighting the ability to save 97% of time by uploading receipts to Xero or QuickBooks from your phone without needing an internet connection. It claims that users can text receipts with ease in just 5 seconds.

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How to add my phone number to Receipt-AI?

1. Sign in to your account by clicking 'Sign in’. 2. Go to Dashboard, and click 'Edit Profile'. 3. Add your US or Canadian phone number, and then click 'Update User'. * You will receive a we...

Feb 15, 2024 | 1 min read

QUICKBOOKS RECEIPT SCANNER

Where are the receipts in QuickBooks? Locate your receipts in the attachments section of the QuickBooks online website by using the Gear icon, or simply type 'attachments' in the Search field, represented by a magnifying glass icon. In this guide, we will demonstrate where to find the receipts in your QuickBooks online website after you have uploaded them using Receipt-AI.

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Where are the receipts in QuickBooks?

After you have connected your QuickBooks account and uploaded the receipts using Receipt-AI, you can find your receipts inside 'Attachments' in your QuickBooks account. 1: If you are using QuickBo...

Jan 25, 2024 | 1 min read

RECEIPT AI

How to add a team member in Receipt AI step two: Click add team member button to start adding team members to your account. This simple guide will show you how to invite your team members to upload their receipts using just email or SMS. It's a one-time setup, after which you won't need to chase down receipts from them ever again.

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How to add a team member?

This guide will show you how to quickly onboard your team to upload their receipts. With a one-time setup, you can significantly reduce the need to follow up for receipts. 1: Click “Team”. If you ...

Jan 18, 2024 | 2 min read

RECEIPT AI

A screenshot from the Receipt-AI dashboard showing a 'Receipts' section header with an option to download as CSV. It summarizes uploaded receipts, displaying 'Top Visited' as Yep Kitchen with 46 receipts, 'Total Receipts' tallied at 46, 'Minutes Saved' at 78.2, and 'Total Expensed' at $2,179.05. Below are images of two example receipts from 'Big Green Company' for $99.00 and 'Yep Kitchen' for $19.70, both approved and attributed to Ian Heraty, dated November 28, 2023.

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🔍 New feature: Look Up Receipts

Our new search engine is designed to help you quickly find your receipts and offers insights, so you no longer have to waste time looking through piles to find the receipt you need. A screen...

Nov 29, 2023 | 2 min read

RECEIPT AI

Receipt-AI new feature: Receipt insight 2.0: A colorful pie chart titled 'Top 10 Visited Vendors' from the new Receipt Insight 2.0 feature, displaying the percentage of receipts from various vendors. 'Yep Kitchen' leads with 28.2%, followed by other vendors such as qaprints.com, postmark, turbotax, and amazon.com. Each vendor is represented by a different color slice, with corresponding legends on the side. In the lower-left corner, there's a circular profile photo of a woman, indicating the presenter and founder of Receipt-AI - Queenie Peng.

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⭐️ Introducing the new Receipt Insight 2.0

How does Receipt Insight work? In this video, we are excited to present the new Receipt Insight 2.0 to you. Building on top of our last version, we've taken this feature to new heights. Chec...

Nov 13, 2023 | 1 min read

FOLDER AI

Folder AI 2.0 - Email: Begin uploading your receipts by forwarding an email receipt or attaching a receipt to an email and sending it to Receipt-AI. In this guide, we will help you understand how simple it is to send a receipt using Receipt-AI and Email.

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🗂️ Folder AI 2.0 - Email

Since its launch, Folder AI has only been compatible with text messages. To ensure smooth upload with both email and SMS, we are excited to introduce Folder AI 2.0 - it's ready to handle your email...

Oct 31, 2023 | 1 min read

RECEIPT AI

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.

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Where can I find the receipts in QuickBooks or Xero?

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 accou...

Oct 17, 2023 | 2 min read

FOLDER AI

Introducing the new folder ai feature: An illustrated chat interaction from Receipt-AI where the user is prompted to choose a folder for their receipt. The message asks, 'Which folder for this receipt? Reply with a number or new folder name.' Options given are '1: 1688' and '2: Office supplies,' with the latter having an expense amount of $17,007 highlighted in a pop-up bubble. The user responds with '1,' and Receipt-AI replies with 'Thank you for the receipt.

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Introducing the new Folder AI

Simply send your receipt as you always have. Receipt AI will then ask which folder you’d prefer to save it in. Curious about how it works? You can see the process in the image below. How does Fold...

Oct 01, 2023 | 1 min read

QUICKBOOKS RECEIPT SCANNER

QuickBooks Disconnected: Two hands each holding a piece of a jigsaw puzzle about to connect them together, representing the seamless reintegration of Receipt-AI with QuickBooks after a disconnection.

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QuickBooks Disconnected

Your QuickBooks connection has been disconnected, preventing you from sending receipts directly to your QuickBooks account using email or SMS from Receipt-AI. How can I resolve this issue? How can...

Jul 21, 2023 | 1 min read

BEST RECEIPT APP

Receipt-AI New Receipt Insights: The image presents three different charts from Receipt-AI. The top chart is a colorful pie chart showing the percentage distribution of visits to vendors like 'Yep Kitchen' and 'qaprints.com,' with 'Yep Kitchen' having the largest share at 28.2%. The middle chart is a bar graph indicating the number of receipts uploaded from the same vendors, with 'qaprints.com' showing the highest count. The bottom bar graph compares the volume of receipt uploads via Email versus Messaging, with Email having a significantly larger volume.

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📦 New Receipt Insights

We know that many people find major accounting software inefficient when it comes to generating reports. At Receipt-AI, we've always believed in offering valuable insights as a core part of our pla...

Jun 29, 2023 | 1 min read

RECEIPT SCANNER

Receipt-AI new feature: Upload Receipts using Email: Illustration of a computer and smartphone with code on their screens, symbolizing the new Receipt-AI feature. Yellow envelopes are flying from the devices towards a stylized global map in the background, representing the ability to upload receipts via email from anywhere in the world.

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Receipt-AI new feature: Upload Receipts using Email

We've been working on this new feature for the past week, and I'm excited to share it with you. While our users have been enjoying the convenience of Receipt-AI's text message/SMS upload, we felt t...

Jun 29, 2023 | 2 min read
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