As a QuickBooks user, you often find yourself in a position where you need to upload receipts into QuickBooks, but the scan receipts function makes it frustrating. In the Intuit community, people often report issues like error messages and 'duplicate receipts' when trying to upload again. Some users even say the receipt scanner stops working entirely, making it impossible to upload their receipts.
You don’t have to deal with these problems anymore! Our affordable, CPA-recommended solution makes it easy to scan receipts to Excel for easy uploading. SaasAnt Transactions has a fantastic 4.9 rating in the QuickBooks app store.
It’s time to move on from QuickBooks' receipt scanner. This blog will guide you through how the scan receipts OCR works in SaasAnt with easy step-by-step instructions. Let’s get started.
Assuming you have converted the receipt image to PDF, you can start with a 30-day free trial immediately.
Integrate SaasAnt transactions from the QuickBooks app store.
Upload the scanned receipt.
Map the file fields to QuickBooks fields.
Review and Import.
Rollback (undo) if needed.
Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. This certified, secure app keeps your data safe and well-managed.
Go to the SaasAnt Transactions dashboard, select “Import Receipts,” and choose “Sales receipts." Browse and upload the scanned receipts. [This feature allows you to upload Invoices, Sales Receipts, Expenses, Checks, Bills, and Bank Statements]
The scan receipts from Excel feature will map the fields in your Excel file to the fields of QuickBooks.
Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt facilitates data review and corrections, helping you identify and resolve errors. Upon confirming the data accuracy, click ‘Upload’ to import your file into QuickBooks Online.
The uploaded sales receipts will appear with their reference number upon successful import. Click on the reference number to verify whether that transaction has been uploaded into QuickBooks. You can also roll back (undo) the imported data if needed.
If you want to simplify the import process even further, consider automating the bulk upload of your financial statements. With SaasAnt Transactions, you can automate this task using Email, FTP/SFTP, or Zapier. This approach can save time and reduce manual effort, making your workflow more efficient.
Related Reading: Here’s a detailed article on Email, FTP/SFTP, or Zapier automation.
We've discussed all the essentials of how the scan receipts to Excel feature works in SaasAnt. This effective application overcomes QuickBooks' challenges with bulk data imports, providing a quick, error-free, and time-saving solution. Plus, you can start immediately with a 30-day free trial, and there's no need to enter credit card information. If you are facing any trouble, you can always email support@saasant.com.
Many users report frustrating issues such as error messages, 'duplicate receipts,' and the scanner stopping entirely, making it difficult to upload receipts.
To scan receipts to Excel, connect SaasAnt Transactions to QuickBooks, upload your scanned receipts, map the fields, review the data, and then import it into QuickBooks.
Yes, SaasAnt Transactions offers a 30-day free trial with no credit card required, allowing you to explore its features before committing.
Yes, you can scan receipts to Excel using SaasAnt Transactions. First, convert your receipt images to PDFs, then integrate SaasAnt with QuickBooks. Upload the scanned receipts, map the fields to QuickBooks, review the data, and import it. This process simplifies managing your receipts and ensures accurate data entry.
How to Create a Sales Receipt in QuickBooks Online
How to Scan and Upload Receipts to QuickBooks Without Errors
Scan Receipts into QuickBooks - How to Guide
Scan OCR Receipts into QuickBooks