Auto-export to accounting software

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Businesses usually have to manually enter and record each transaction in their accounting software, which is time-consuming and prone to errors. Receipt Bot’s auto-export feature eliminates this hassle by extracting data from bills and invoices and exporting them automatically to your accounting software, saving time and reducing the risk of mistakes.

Pre-requisite: Your business has to be integrated with external accounting software for this option to work.

Receipt Bot only allows integration with the following accounting software: QuickBooks Online, Xero and Sage One. You cannot utilise the Receipt Bot auto-export feature if you have any other accounting software.

Steps to enable auto-export

To enable auto-export in the Receipt Bot, please follow these steps:

Step 1 – From the dashboard, navigate to the ‘Integration Data’ page.

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Step 2 – Click ‘Enabled’ in the Auto-Export option.

[imageframe lightbox=”yes” gallery_id=”” lightbox_image=”https://www.receipt-bot.com//assets/video/auto-export-accounting-software/slide2.JPG” style_type=”none” bordercolor=”” bordersize=”0px” borderradius=”0″ stylecolor=”” align=”center” link=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””]Enabled[/imageframe]

Step 3 – Click ‘OK’ on the confirmation pop-up to confirm.

[imageframe lightbox=”yes” gallery_id=”” lightbox_image=”https://www.receipt-bot.com//assets/video/auto-export-accounting-software/slide3.JPG” style_type=”none” bordercolor=”” bordersize=”0px” borderradius=”0″ stylecolor=”” align=”center” link=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””]OK[/imageframe]

Now, Receipt Bot will automatically export your processed invoices to the integrated accounting software.

Please note the following;

  • Receipt Bot exports service runs at 4:00 PM GMT.
  • The system will not export invoices marked as duplicates or with processing errors.
  • Receipt Bot will not export invoices with an invoice date before the period lock date set up in your accounting software.
  • Once exported, this process cannot be reversed from Receipt Bot, but documents can be amended in your accounting software.
  • Before enabling auto export, you must review the contact list for auto-categorization and payment methods. If you need assistance in this review, please contact us.
Frequently asked questions

[accordian divider_line=”” class=”articleKB_faq” id=””]

[toggle title=”Q: What accounting software does Receipt Bot integrate with for auto-export?” open=”yes”]
A: Receipt Bot supports integration with QuickBooks Online, Xero, and Sage One. The auto-export feature won’t be available if your business uses any other accounting software.[/toggle]

[toggle title=”Q: Can I reverse the auto-export process once it’s done?” open=”yes”]
A: No, once Receipt Bot has exported your invoices, the process cannot be reversed from the Receipt Bot platform. However, you can make necessary amendments to your documents in the accounting software.[/toggle]

[toggle title=”Q: What time does Receipt Bot run the auto-export service?” open=”yes”]
A: Receipt Bot’s auto-export service runs at 4:00 PM GMT.[/toggle]

[toggle title=”Q: Will Receipt Bot export invoices with errors or marked as duplicates?” open=”yes”]
A: Receipt Bot will not export invoices with processing errors or those marked as duplicates.[/toggle]

[toggle title=”Q: What happens if an invoice date is before the period lock in my accounting software?” open=”yes”]
A: Receipt Bot will not export invoices with an invoice date preceding the period lock date set up in your accounting software.[/toggle]

[toggle title=”Q: Are there any prerequisites to using the auto-export feature?” open=”yes”]
A: Yes, your business must be integrated with one of the supported accounting software options: QuickBooks Online, Xero, or Sage One.[/toggle]

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Next Steps

Review and resolve documents with export errors

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