Quickbooks Desktop provides a variety of different publishing destinations to publish your items to. These are supported in Receipt Bank for seamless integration.
Important Notes: QuickBooks Desktop integration is available in the United States as a Beta, and in Canada for Partners on Streamline, Optimize, Business Plus, or Premium plans.
For Partners on either Extract, unlimited or legacy pricing, or Business accounts on Business plans, please contact your Account Manager to upgrade to a Premium plan for publishing receipts.
To link your payment methods from QuickBooks Desktop to Receipt Bank, please follow the instructions in this article.
Only the user who set up integration will be able to publish items to QuickBooks Desktop. Other users can still upload, view, or edit items via the Receipt Bank web application.
Once you have integrated your company file on QuickBook Desktop with Receipt Bank via the Receipt Bank Connect app, select the 'Edit in web' button within Receipt Bank Connect to take you to the Receipt bank web app. You can also login to your Receipt Bank account via your usual web browser in order to do this.
Click on the Edit in web button in the Receipt Bank Connect app to make needed amendments to your item on the web application before publishing.
Selecting Publishing destinations
Publishing destinations are places in QuickBooks Desktop where an item will be published from Receipt Bank. Please be aware of the different publishing destinations we support:
- Credit Cards
- Cheques/Debit Cards
Bills are one of the most commonly used destinations. They will create a paid or unpaid bill in your QuickBooks Desktop file. Bill payments available in QuickBooks Desktop are credit card charges and cheques.
When you are selecting a payment method that is linked to a bank account, we will create a cheque payment. When a credit card is selected as a payment method, we’ll create a credit card payment for this bill.
Marking a payment as a Bill within Receipt Bank web app
If you select this publishing destination, we will only create a Credit Card charge in your QuickBooks Desktop and no bill. This transaction can only be created as 'paid' and the payment method can only be of a type '§'. You can use vendors listed under 'Other names' with these transactions.
Marking a payment as a Credit Card in Receipt Bank web app
Using Cheque functionality in Receipt Bank will allow you to publish transactions paid by cheques, but also to create Debit Card transactions. For this, select a debit card when selecting the payment method for the transaction. Only payments linked to a bank account can use this publishing destination.
Marking a payment as Cheque/Debit Card in Receipt Bank web app
After selecting these and finishing off editing, you are ready to publish your items back into QuickBooks Desktop via the Connect app.
Publish your items
Once you have selected the Publishing destinations for your items, return to the Receipt Bank Connect app on your desktop and open the relevant workspace (whether Costs or Sales). Then select the 'Publish' button in green on the right-hand most column, or for multiple items, select the tickbox in the left-hand most column, and then select the 'Publish' button in green above the item list.
Select the Publish button within the Receipt Bank Connect app to publish to QuickBooks Desktop.