Receipt Bank Extract and Quickbooks Online integration

It’s simple to link with your Quickbooks Online!

Please login to your Receipt Bank Extract web account, then open your 'Account Settings' menu.

1.You'll be taken to the 'General' tab. Click 'Choose Integration', select QBO and follow the steps. 


2.You can now submit items via email, mobile app or TripCatcher (UK).


3.The system will auto-code your items, where possible. You can review and amend them afterwards.


4.Next best step is to set a default tax rate - we suggest you use your standard local tax rate.


5.Invoices and receipts will be published in "Bills" as not paid. Please note it won't be possible to publish credit notes to QBO!


Because of the way unpaid items get published to QBO, you can export them only in the base currency of the account.

6.Duplicate items will be merged to prevent errors in your QBO. You can split these if you like.

7. If you're on a multi-user account, you can add up to 5 admin users from the Maintain users tab.


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