Give your entire client-base the benefits of automation.
Now you can simplify your systems and save time across your entire client base, regardless of software, with real time data, synced straight to your desktop.There’s no chasing, no paper, and no data entry.
Receipt Bank’s easy document capture and receipt reading software now integrates with QuickBooks Desktop, so you can save time and offer the same in-depth service for all your clients.
This integration is currently available to our Partners in US. We will be releasing this integration for all other regions in the coming weeks.
WHY QUICKBOOKS DESKTOP?
We know thousands of businesses all over the world use QuickBooks Desktop to run their accounts and that moving to the cloud isn’t always possible. And so, we want to bring the benefits of the cloud to as many people as possible.
This integration means that Receipt Bank’s online platform syncs directly with QuickBooks Desktop, bringing your client’s Company File up to date with one click. All it takes is a one-time app install and you’re ready to get started. With one easy process for sourcing and processing invoices from all your clients, you and your team can stay focused on what matters - boosting efficiency across your entire client-base.
HOW DOES IT WORK?
Use QuickBooks Desktop to:
- Collect your clients’ receipts and invoices using our simple mobile and cloud tools.
- Read the information on your clients’ expense documents and turn it into data that’s ready to review and reconcile.
- Upload your clients’ supplier and category lists into Receipt Bank, then publish transactions to QuickBooks Desktop in one click.