Integrating your Receipt Bank and QuickBooks Online Simple Start account will ensure that receipts, invoices and other paperwork are extracted and formatted in the perfect way for your end-to-end financial process.
Click here to find out what effect integrating has on your Receipt Bank account.
To integrate with QBO Simple Start:
- Navigate to the Manage section of the menu
- Click on the Integration page.
- Click ‘Choose Software’
- Select QuickBooks Online from the menu
- Follow the on-screen instructions. These will instruct you to log in to your QBO account to complete the integration.
Your Chart of Accounts from QBO will be imported into Receipt Bank and can be found in the Categories section of the Lists.