Export suppliers from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step 3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Accounting Categories
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this category template
This file includes columns for data that you can import to Receipt-Bot.
Export category from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Expense Categories
Payment Methods
Payment Methods
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this payment methods template
This file includes columns for data that you can import to Receipt-Bot.
Step 2: Copy your payment methods in the template file
Export payment methods from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Please only use allowed payment method types; while uploading new payment methods to Receipt-Bot.*
VAT Rates
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this VAT Rates template
This file includes columns for data that you can import to Receipt-Bot.
Step 2: Copy your payment VAT Rates in the template file
Export VAT rates from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
VAT Rates
Document History
S.No
Date Time
Action
Action By
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
Email Settings
Some large para here to explain the email upload feature of Receipt-Bot.
links on how to setup auto-forward in your email account.
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Other Accounting Software
Export CSV Format Mappings
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Supplier Name
Supplier Code
Invoice Date
Due Date
VAT Rate
VAT Code
Total Net Amount
Total VAT Amount
Total Gross Amount
Transaction Currency
Transaction Currency
Base Currency
Conversion Rate
Converted Net Amount
Default Export Settings
Yes
No
Auto-Export Invoices
Export VAT amounts
Export bills destination
Export bills type
Synced with QuickBooks
Suppliers:
9 records imported & 0 updated in Receipt Bot.
Expense Categories:
86 records imported & 0 updated in Receipt Bot.
Payment Methods:
3 records imported & 0 updated in Receipt Bot
VAT Rates:
8 new VAT created and no VAT updated in Receipt Bot.
Disconnect with QuickBooks
You are about to disconnect this account from QuickBooks
Once disconnected, you will not be able to sync or export data between Receipt Bot and QuickBooks for Business Name.
Integration Data
Here you provide basic accounting information for the Business
Business disconnected from QuickBooks Online; please reconnect.
Accounting Software
QuickBooks Online
Currently your business in Receipt-Bot is not connected to any accounting software.
Therefore you will need to transfer invoice and receipts data to your accounting software manually by downloading from Receipt-Bot in CSV format and manually uploading to your accounting software.
If you connect your Receipt-Bot business with a supported accounting software than you can directly export data to accounting software from Receipt-Bot.
Also, if connected than Receipt-Bot will also keep sync of your suppliers, chart of accounts, payment methods and VAT rates data with your accounting software.
Accounting Software
xxxxxx
Integrated Business Name
xxxxxx
Integrated Base Currency
xxxxxx
Integration Status
xxxxxx
Subscription Status
xxxxxx
Export bills destination
label
Export bills type
label
Auto-Export Invoices
Export VAT amounts
Currently your Receipt-Bot business is integrated with QuickBooks therefore Expense Categories, Payment Methods and VAT rates are imported from QuickBooks
You cannot be create or update them here. To import updated records, please press the "Sync with QuickBooks" button.
