As a QuickBooks user, you often need to upload receipts, but the scan receipts feature can be frustrating. Many people in the Intuit community report issues such as error messages and 'duplicate receipts' when attempting to upload again. Some users even report that the receipt scanner stops working, making it difficult to upload their receipts.
You don’t have to face these issues anymore! Our affordable, CPA-recommended solution makes it easy to use OCR for receipts, allowing you to scan them to Excel for simple uploading. SaasAnt Transactions boasts a stellar 4.9 rating in the QuickBooks App Store.
It’s time to move on from QuickBooks' receipt scanner. This blog will demonstrate how OCR for receipts works in SaasAnt, providing 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.
Step 1: Connect with SaasAnt Transactions
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.
Upon successful import, the uploaded sales receipts will appear with their reference number. 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 OCR for the receipts feature works in SaasAnt. This practical 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.
OCR for receipts in SaasAnt enables QuickBooks users to easily scan and upload receipts. It converts receipt images to Excel format, simplifying the import process and preventing common issues such as error messages and duplicate receipts.
To upload receipts, connect SaasAnt Transactions to your QuickBooks account, select “Import Receipts” on the dashboard, upload your scanned receipts, map the fields, review the data, and then click ‘Upload’ to import them into QuickBooks.
Yes! SaasAnt Transactions allows you to automate bulk uploads using Email, FTP/SFTP, or Zapier. This feature saves time and reduces manual effort, making your workflow more efficient.
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