Sometimes, it's just not possible to get all your clients over to the cloud. We've been working on a solution to bring you closer to enjoying the benefits of cloud accounting for your desktop clients.
With Receipt Bank and QuickBooks Desktop, you can finally drop the manual data entry, plus make it easier for both your clients and team.
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.
Please note: due to the nature of the integration, it cannot offer the full real-time experience of cloud integrations. We will support all troubleshooting cases, yet cannot offer remote support for desktop integrations.
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.