QBQuickBooks
Receipts straight into
the QuickBooks import flow.
Export a date range as CSV, drop it into QuickBooks Online or Desktop, hit import. Columns are mapped to the field names QuickBooks expects so the import succeeds on the first try, not the fifth.
Why this integration
The parts that make
QuickBooks feel native.
Field names QuickBooks expects
Vendor, Account, Memo, Tax Code, Amount — labeled the way QuickBooks wants them. No re-mapping in the import wizard.
Tax broken out per line
Tax-inclusive flag and tax rate on each item, so VAT or sales tax reclaim works correctly when QuickBooks splits the total.
Multi-currency aware
Receipts in EUR, GBP, JPY, BRL come back with the correct currency code. QuickBooks Multicurrency picks them up without manual editing.
How it connects
- 01Drop receipts inDashboard or API
- 02AI extractionVision model reads each one
- 03Filter and exportBy date, vendor, or category
- 04Import into QuickBooksCSV mapped to QB fields
quickbooks.csvCSV
Vendor,Date,Account,Memo,Tax Code,Amount,Currency
Brew & Butter,04/28/2026,Meals & Entertainment,Client meeting,Tax (8.5%),27.13,USDFAQ
About the
QuickBooks integration.
Does this work with QuickBooks Online and Desktop?
Yes. The CSV format we generate is accepted by both. QuickBooks Desktop's import wizard sometimes needs a header tweak; we publish a cheatsheet in the docs.
How do I map QuickBooks accounts?
Set a default account per workspace, with category overrides (Drinks → Meals & Entertainment, Hardware → Office Supplies). Categories detected from the receipt route to the right account.
Can I auto-sync to QuickBooks instead of exporting CSV?
Direct API sync is on the roadmap. For now, the workflow is: webhook fires when extraction finishes, your code (or a Zap) creates the QuickBooks bill via QB's API. The CSV path is the simpler option.
What about credit card statement matching?
Each receipt comes back with the payment method and last four digits. QuickBooks' bank feed match uses that to align receipts with statement lines.