Auto-export to accounting software

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.

Integration Data

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

Enabled

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

OK

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


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.


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.


A: Receipt Bot’s auto-export service runs at 4:00 PM GMT.


A: Receipt Bot will not export invoices with processing errors or those marked as duplicates.


A: Receipt Bot will not export invoices with an invoice date preceding the period lock date set up in your accounting software.


A: Yes, your business must be integrated with one of the supported accounting software options: QuickBooks Online, Xero, or Sage One.

Next Steps

Review and resolve documents with export errors

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