Help and Support

Explore our support articles to get help and find solutions.

Minimal folder icon with a green check mark, representing Folder AI enabled in Receipt AI.

Support

Can’t Find Folders in Receipt AI? Enable Folder AI

If you can’t find folders in Receipt AI, Folder AI may not be enabled yet. Only an Owner or Accountant can enable Folder AI. How to Enable Folder AI Go to Ed...

Aug 27, 2026 | 1 min read

Receipt AI

Folder AI

folders

Receipt AI phone number field showing Australia selected with country code +61, alongside United States and Canada options.

Support

Receipt AI Supports Australian Phone Numbers for Xero

Receipt AI now supports Australian phone numbers. If your team is in Australia, you can send receipts to Receipt AI by SMS. You can also upload receipts by e...

Aug 23, 2026 | 4 min read

Receipt AI

Australian phone numbers

Australia receipt upload

Receipt AI screenshot showing a Cermak Produce receipt synced to Xero with vendor, total, bank account, expense account, folder, line items, tax, and payment details.

Support

How to Scan Receipts Into Xero

The easiest way to scan receipts into Xero is to collect the receipt first, extract the details, review anything that needs attention, then sync it to Xero. ...

Aug 23, 2026 | 5 min read

Receipt AI

Xero

scan receipts into Xero

Receipt AI screenshot showing a scanned Starbucks receipt with vendor, total, line items, account mapping, payment details, and synced QuickBooks status.

Support

How to Scan Receipts Into QuickBooks Online

The easiest way to scan receipts into QuickBooks Online is to collect the receipt first, extract the details, review anything that needs attention, then sync...

Aug 12, 2026 | 5 min read

Receipt AI

QuickBooks Online

scan receipts into QuickBooks

Illustration of a phone scanning a receipt, extracting receipt details, and syncing them to accounting software.

Support

Receipt Scanner for QuickBooks Online

A receipt scanner for QuickBooks Online should do more than save a picture. The receipt image matters. But your books also need the details behind it. How Re...

Aug 12, 2026 | 3 min read

Receipt AI

QuickBooks Online

receipt scanner

Receipt AI Upload to QuickBooks screen showing the Tax Code field set to HST ON 13 percent before syncing.

Support

Introducing Smart Tax Codes for QuickBooks Online and Xero

Have you ever seen tax included on a receipt? Fuel total: $281.83 HST: $32.42 You paid for the gas. You paid the tax. But if the tax is handled the wrong way...

Jul 28, 2026 | 2 min read

Smart Tax Codes

Receipt AI tax codes

QuickBooks Online tax codes

QuickBooks Online sales tax dropdown showing HST ON 13 percent selected, with Zero-rated, Exempt, and Out of Scope tax code options.

Support

How Receipt AI Syncs Tax Codes to QuickBooks Online and Xero

When your business pays tax on a receipt, that tax may be recoverable. But only if it is recorded correctly. Receipt AI helps by mapping and syncing receipt ...

Jul 27, 2026 | 6 min read

tax codes

QuickBooks Online tax codes

Xero tax rates

Simple vector illustration showing a receipt with tip separated, an overtime record, and a CSV export.

Support

Understanding the One Big Beautiful Bill: Overtime, Tips, and Tax Records

If you earn overtime pay or receive tips, a new federal tax deduction may apply to you. But there is one catch. You still need records. Income records, pay r...

Jun 24, 2026 | 5 min read

One Big Beautiful Bill

NoTaxOnTips

NoTaxOnOvertime

Receipt AI Receipts page showing the three-dot menu next to the Receipts title with Download CSV highlighted under Download Files.

Support

Download Receipts as a CSV

Download your receipt data as a CSV file from the Receipts page. CSV files can be opened in Excel, Google Sheets, Numbers, and most spreadsheet applications,...

Jun 15, 2026 | 3 min read

download CSV

receipt CSV

export receipts

Receipt AI Action Required message showing Vendor is missing and Click Upload to QuickBooks to finish.

Support

How to Fix a Receipt That Needs Review

If a receipt needs review, Receipt AI is asking you to check one thing before it finishes uploading. Quick fix: 1. Open the receipt. 2. Read the message at t...

Jun 08, 2026 | 3 min read

needs review

action required

review receipt

Receipt AI receipt detail screen showing a receipt that is not synced and needs one more action before uploading to QuickBooks or Xero.

Support

Why Is My Receipt Not Synced to QuickBooks or Xero?

If a receipt is not synced, it has not reached QuickBooks or Xero yet. Open the receipt first. The message near the top usually tells you what to do next. Ex...

Jun 08, 2026 | 4 min read

not synced

not uploaded

QuickBooks upload

Support

Can I Edit a Receipt After It Syncs to QuickBooks or Xero?

Yes. You can edit a receipt after it syncs to QuickBooks or Xero. Editing in Receipt AI syncs changes without creating duplicates. Quick answer: Editing a re...

Jun 05, 2026 | 2 min read

edit receipt

synced receipt

QuickBooks sync

Receipt AI receipt detail showing a completed Lowe’s receipt with Synced status, sync time, and a View in QuickBooks link.

Support

What Does My Receipt Status Mean?

Receipt statuses tell you what happened after you uploaded a receipt, and whether you need to do anything next. Find the status you see in Receipt AI, then j...

Jun 03, 2026 | 4 min read

receipt status

upload status

synced

Receipt AI review mode settings showing Manual Review, Smart Review, and No Review, with Smart Review selected.

Support

Choosing the Right Review Mode in Receipt AI

Review modes let you choose how much you want to check before receipts are uploaded to QuickBooks or Xero. There are three options: 1. Manual Review Receipts...

Jun 03, 2026 | 2 min read

smart review

manual review

no review

paper receipts coated with bisphenol a exposure risk

Support

Receipts and Bisphenol A: What you should know

Are Receipts Toxic? Bisphenol A in Thermal Paper and Everyday Exposure Risks Most receipts contain a hormone-disrupting chemical, and you’re touching it ever...

Apr 23, 2026 | 2 min read

bisphenol a receipts

thermal paper receipt chemicals

are receipts toxic

QuickBooks Online sidebar showing navigation to Expenses and Vendors page

Support

How to Merge Duplicate Vendors in QuickBooks Online (Step-by-Step Guide)

Keeping your vendor list clean in QuickBooks Online is essential for accurate bookkeeping and reporting. If you’ve created duplicate vendors, you can merge t...

Apr 16, 2026 | 3 min read

merge duplicate vendors QuickBooks Online

how to merge vendors in QuickBooks Online

QuickBooks vendors tutorial

Xero dashboard showing navigation to Contacts and All Contacts page

Support

How to Merge Duplicate Contacts in Xero (Step-by-Step Guide)

Keeping your contact list clean in Xero is essential for accurate records and smooth bookkeeping. If you’ve created duplicate contacts, you can merge them so...

Apr 16, 2026 | 3 min read

merge duplicate contacts Xero

Xero merge contacts guide

how to merge contacts in Xero

Receipt marked as Review Required in Smart Review, showing Amazon.com with a warning icon indicating missing or inconsistent data

Support

What is Smart Review?

Example: A receipt marked as Review Required in Smart Review due to missing or inconsistent data (Amazon.com). What is Smart Review? Smart Review is a smarte...

Apr 15, 2026 | 3 min read

smart receipt processing

receipt review automation

vendor matching accounting

Different variations of Amazon vendor names grouped into a single vendor using Receipt-AI.com smart vendor matching

Support

Introducing Smart Vendor Matching: Fix messy vendors at the source

Have you ever noticed this on a receipt? The same company can show up in your accounting data under five different names: Amazon amazon.com Amazon Prime Amaz...

Apr 14, 2026 | 4 min read

Expense Management

Accounting

QuickBooks integration

Support

Download Receipt Files

You already export receipts as CSV. Now you can download the actual receipt files too. One click. Clean filenames. Ready for your local records. Download Rec...

Mar 11, 2026 | 3 min read

download receipts

export receipts

receipt files

Receipt AI automatically organizing receipt line items into a custom expense category

Support

Introducing Custom Categories for Receipt Line Items

Receipt AI already categorizes your receipts and line items using your chart of accounts. If you don’t use accounting software, you can now create custom cat...

Mar 10, 2026 | 3 min read

Receipt Line Items

AI Categorization

Expense Categorization

Receipt AI accounting dashboard displaying a duplicate receipt alert for The Home Depot transaction, marked as Action Required with a Duplicate tag and a link to review duplicate entries.

Support

Optimizing the Receipt Workflow

Upload → Sync. That’s how Receipt AI has always worked. Simple. Fast. Reliable. But in financial software, working is not enough. Every action needs to feel ...

Mar 02, 2026 | 1 min read

Receipt Workflow

UX Design

Accounting Software

Receipt AI interface showing the “Add a Team Member” form with a role selection dropdown, allowing the user to assign either Member or Accountant permissions when inviting a new team member.

Support

What Team Role Should I Choose?

Team roles control what each person can do in Receipt AI. Quick choice: Choose Member if they only need to send in receipts. Choose Accountant if they help m...

Feb 02, 2026 | 3 min read

Role Management

Multi User Access

Accounting Collaboration

Receipt-AI.com: Product screenshot of the Receipt AI Insights dashboard set to 2025 with archived receipts included. The interface displays a yearly receipts overview stating that 487 receipts were processed, totaling $172,739.77 in spend, representing 828 minutes of manual receipt processing saved through automation. A receipts summary section presents metric cards for receipts processed and total spend, along with a bar chart visualizing receipt volume versus total spending for the selected year.

Support

Introducing Receipt Insights

Receipts add up faster than most people realize. What usually gets lost isn’t the receipts themselves, but the patterns behind them. Receipt Insights helps y...

Dec 19, 2025 | 3 min read

receipt insights

expense tracking

spending insights

Receipt-ai.com: Sample CSV export showing receipt data with columns including Issued Date, Vendor Name, Memo, Folder, Currency, Subtotal, Tax, and Total. Example rows feature two receipts dated 2025-03-04 from O'Reilly Auto Parts, with a memo text beginning 'I didn't lose the EXPENSE report...', categorized under the Lake Michigan folder, using USD currency, with a subtotal of -27.49, tax amount 2.38, and total -29.87.

Support

How to Export Your Receipts as a CSV File (Full Guide)

Receipt AI accepts receipts through email, SMS, or drag-and-drop. This article explains how to export your receipt data as a CSV file. Why CSV CSV (Comma-Sep...

Nov 19, 2025 | 2 min read

CSV Export

Receipt Data Download

Receipt Management

Receipt-AI.com: Side-by-side view showing an O’Reilly Auto Parts refund receipt and the Receipt-AI digital extraction summary. The paper receipt on the left displays a March 4, 2025 return for SYN-10W30-5QT full synthetic motor oil with a subtotal of –$27.49, sales tax reversal of –$2.38, and a total refund of –$29.87. On the right, the Receipt-AI interface shows the refund marked Completed, vendor ‘O’Reilly Auto Parts,’ negative amount –$29.87, itemized line details, category set to Job Expenses, payment method detected as Mastercard or American Express, uploader Michael Scott, and store address and phone number. The interface confirms the line-item total and tax calculation, making the refund audit-ready for QuickBooks.

Support

How Receipt AI Automatically Handles Refund Receipts in QuickBooks

Refund receipts are one of those annoying bookkeeping chores most people don’t think about—until a return or warranty credit hits your credit card. Suddenly ...

Nov 14, 2025 | 6 min read

Refund Receipt Reconciliation

Bookkeeping Automation

QuickBooks Online

Receipt-AI.com: Screenshot of a Home Depot refund receipt processed by Receipt-AI, showing a completed refund dated March 3, 2025 for –$450. The page displays vendor details, the refund tag, payment method ending in 5465, category set to Repairs and Maintenance, uploader Michael Scott, the store address in Gainesville, and an itemized return of a Bedford Shaker painted white plywood drawer base cabinet with a quantity of 1 at –$450."
class="img-fluid rounded-3 shadow mb-5

Support

How Receipt AI Automatically Handles Refund Receipts in Xero

Refund receipts are one of those annoying bookkeeping tasks most people don’t think about—until they actually need to record one. A customer returns somethin...

Nov 13, 2025 | 7 min read

Refund Receipt Reconciliation

Xero Accounting

Bookkeeping Automation

Support

2025 IRS Guide: What Deductions Can I Claim Without Receipts?

For business expenses, receipts are generally required to support deductions claimed on your tax returns. However, there are circumstances and specific expen...

Oct 06, 2025 | 8 min read

IRS 2025

Business Tax Deductions

Small Business Taxes

Colorful 3D blocks spelling out 'expense' and 'budget' crossing each other, showing the balance between spending and budgeting - a simple way to highlight Receipt-AI’s pricing.

Support

Receipt AI Pricing & Plans - Simple Options for Every Team Size

Receipt AI offers three simple plans – Pro, Business Basic, and Business Advance - each designed for different team sizes. Pro is perfect for individuals, wh...

Oct 03, 2025 | 4 min read

Receipt AI Pricing

Receipt AI Subscription Plan

Receipt AI Cost

Completed American Express bank statement in Receipt-AI showing $89,680.98 total, with a Milton Waddams note ‘I believe you have my stapler…’ adding a touch of humor to automated data extraction.

Support

What Document Types does Receipt AI Support?

Receipt AI started with receipts, but the real world runs on many different documents. Invoices, statements, checks, orders, permits, confirmations, shipping...

Sep 30, 2025 | 3 min read

Document Automation

Smart Documents

AI for Business

Receipt-AI.com: A digital interface displays a receipts table with three columns: Date, Vendor, and Total. The first row shows a checkbox, date 2023-05-27, vendor BBQ King House, and total $66.92. Next to the vendor name, a yellow pill-shaped label reads “Duplicate”. The second row below shows the same date, vendor, and amount, but without the duplicate label.

Support

🍁 New: Receipt Duplicate Detection

Stay on Top of Your Business Receipts. Without Stress, Spreadsheets, or Manual Data Entry. Try Receipt AI today. Ever uploaded the same receipt twice? (We’ve...

Sep 09, 2025 | 2 min read

Accounting Made Easy

Receipt Duplicate Detection

Receipt AI

Support

Smarter Bookkeeping: Automatic Accounting Syncing with Receipt AI

Edits in Receipt AI are automatically synced to QuickBooks or Xero. Archiving a receipt in Receipt AI does not delete it from your accounting software. Click...

Aug 29, 2025 | 3 min read

Receipt Syncing

QuickBooks Online

Xero

Support

How Receipts Appear in Xero with Receipt AI (Files, Spend Money Transactions, and Line Items)

In this guide, we’ll show you the three ways receipts from Receipt AI can appear in Xero — from simple files to fully itemized transaction. Use the quick lin...

Aug 18, 2025 | 7 min read

Xero Transactions

Xero Integration

AI Receipt SMS

Support

How Receipts Appear in QuickBooks Online with Receipt AI (Attachments, Expenses, and Line Items)

In this guide, we’ll show you the three ways receipts from Receipt AI can appear in QuickBooks Online — from simple attachments to fully itemized expenses. U...

Aug 18, 2025 | 7 min read

QuickBooks Online

Expense Management

Accounting Automation

Support

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, ...

Aug 15, 2025 | 2 min read

QuickBooks Online

Bookkeeping Tips

Accounting Help

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.

Support

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 r...

Jul 22, 2025 | 1 min read

User Feedback

Accounting Automation

Expense Management

Support

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 ...

Jul 17, 2025 | 1 min read

receipt management software

bulk receipt editing tool

sort and filter business 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.

Support

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 yo...

Jun 05, 2025 | 1 min read

Free 10 Receipts

Expense Management

Bookkeepers

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 communicates the concept of using Receipt AI and SMS to simplify receipt management by capturing and processing receipts via text messages. Email, website, and WhatsApp are also available as additional upload options. The inclusion of "Receipt AI" branding reinforces the service's identity.

Support

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. How to S...

May 07, 2025 | 3 min read

Accounting Automation

Chart of Accounts

Expense Tracking

Support

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 Accou...

Apr 17, 2025 | 2 min read

AI Bookkeeping Tools

QuickBooks Receipt Automation

AI Receipt and SMS

Support

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....

Apr 15, 2025 | 2 min read

Subscriptions

Customer Support

Prorated Billing

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.

Support

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 receip...

Mar 27, 2025 | 2 min read

How To Guide

Receipt AI and SMS

Expense Tracking

Support

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 j...

Mar 14, 2025 | 1 min read

Work Smarter

Product Update

Receipt AI and SMS

Support

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 trans...

Nov 11, 2024 | 5 min read

one click reconciliation

accounting software integration

ai receipt sms

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.

Support

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 reconci...

Nov 06, 2024 | 1 min read

One-Click Reconciliation

Xero reconcile

Expense Management

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.

Support

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 fo...

Nov 06, 2024 | 1 min read

One-Click Reconciliation

QuickBooks Integration

Expense Management

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.

Support

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 X...

Nov 06, 2024 | 1 min read

one click reconciliation

expense management

xero reconcile

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.

Support

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...

Nov 06, 2024 | 1 min read

one click reconciliation

chart of accounts

expense reconciliation

Support

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 categoriz...

Nov 06, 2024 | 2 min read

Expense Reconciliation

Accounting Software Integration

Receipt Categorization

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 busines...

Sep 25, 2024 | 3 min read

Expense Management

QuickBooks Global

Small Business

Receipt AI product screenshot showing a Whole Foods receipt with extracted line items, total, debit card ending in 3714, Ally Bank, category, and QuickBooks sync details.

Support

How Receipt AI Extracts Bank and Card Details From Receipts

When a business uses multiple cards or bank accounts, saving the receipt is only half the job. The harder part is knowing which card paid for it, which bank ...

Sep 24, 2024 | 7 min read

bank and card extraction

receipt extraction

card last four digits

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.

Support

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 w...

Sep 23, 2024 | 3 min read

Receipt Management

AI Expense Tracking

Receipt Scanning

Receipt AI SMS upload screenshot showing a receipt photo and memo being sent by text message.

Support

How to Upload Receipts Using Receipt AI by SMS, Email, Web or WhatsApp

Upload receipts by SMS, email, website, or WhatsApp. Receipt AI extracts the receipt details and helps organize them for QuickBooks Online, Xero, or simply b...

Sep 19, 2024 | 5 min read

upload receipts

Receipt AI

SMS receipt upload

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 b...

Jul 22, 2024 | 4 min read

multilingual processing

best receipt app

global language support

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.

Support

What does 'Review Required' mean in Receipt AI?

Update: “Review Required” is now part of Smart Review. What is Smart Review? Smart Review is a smarter way to handle receipts—fixing issues when something lo...

Jun 29, 2024 | 3 min read

review receipt

receipt line item

expense discrepancy

Support

Line Item Extraction with Receipt AI

Stay on Top of Business Receipts with AI. No Spreadsheets. No Manual Entry. Try Receipt AI today. Real Example: Base Community Cafe Receipt Extraction This r...

May 20, 2024 | 3 min read

line item extraction

receipt line item

receipt scanner

Support

What Is a Receipt Line Item? Examples, Components, and AI Extraction

A receipt line item is one individual product or service listed on a receipt. Each line item usually includes a description, quantity, unit price, tax, tip, ...

May 15, 2024 | 9 min read

receipt line item

line item extraction

best receipt app

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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2024 IRS Guide: What deductions can I claim without receipts for US businesses?

See the 2025 IRS Guide: What deductions can I claim without receipts? [] For business expenses, receipts are generally required to support deductions claimed...

Apr 11, 2024 | 5 min read

tax deduction

business expense

travel, meals and entertainment

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.

Support

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 bu...

Apr 10, 2024 | 3 min read

business expense

what is a business expense

business expense categories for taxes

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 ...

Apr 10, 2024 | 4 min read

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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, SM...

Apr 02, 2024 | 2 min read

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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 em...

Apr 02, 2024 | 1 min read

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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? Archived receipts are hidden from your active workspace and won’t appear in your receipt list. They remain securely stored so...

Mar 25, 2024 | 3 min read

Receipt AI questions

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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 retur...

Mar 18, 2024 | 5 min read

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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....

Mar 13, 2024 | 4 min read

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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,...

Mar 11, 2024 | 1 min read

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Traditional paper receipt book beside a Receipt AI product screenshot showing uploaded receipts, expense totals, merchant details, and QuickBooks upload status.

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What Is a Receipt Book? When to Use Paper vs Receipt Tracking Software

A receipt book is a paper booklet used to write receipts for sales, payments, and other transactions. It usually includes fields for the date, customer name,...

Mar 07, 2024 | 8 min read

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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 receipt...

Feb 29, 2024 | 2 min read

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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, S...

Feb 29, 2024 | 2 min read

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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: ...

Feb 23, 2024 | 3 min read

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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: ...

Feb 22, 2024 | 3 min read

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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...

Feb 21, 2024 | 2 min read

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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...

Feb 20, 2024 | 3 min read

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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 'Upda...

Feb 15, 2024 | 1 min read

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QuickBooks Online screenshot showing where to find uploaded receipt attachments from the Gear icon Attachments menu.

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Where Are Receipts in QuickBooks Online? How to Find Uploaded Attachments

In QuickBooks Online, uploaded receipts are usually found in Attachments. If you use Receipt AI to upload receipts to QuickBooks, you can find the receipt fi...

Jan 25, 2024 | 4 min read

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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...

Jan 18, 2024 | 2 min read

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Receipt AI dashboard screenshot showing uploaded receipts, receipt totals, dashboard insights, and receipt records that can be searched and filtered.

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How to Find Receipts Fast in Receipt AI

Receipt AI is not just a place to upload receipts. It helps turn uploaded receipts into searchable records your team can come back to later. That matters whe...

Nov 29, 2023 | 5 min read

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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 ...

Nov 13, 2023 | 1 min read

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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 ...

Oct 31, 2023 | 1 min read

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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 ...

Oct 17, 2023 | 2 min read

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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 pr...

Oct 01, 2023 | 1 min read

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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...

Jul 21, 2023 | 1 min read

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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 val...

Jun 29, 2023 | 1 min read

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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...

Jun 29, 2023 | 2 min read

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