How to Scan and Upload Receipts to QuickBooks Without Errors

Yes, the scan receipts OCR feature is available in the QuickBooks mobile app, but many users find 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! We have an affordable, CPA recommended solution that makes it easy to upload your receipts to QuickBooks. SaasAnt Transactions has a fantastic 4.9 rating in the QuickBooks app store.

Getting started is simple: just convert the image of your receipts to PDFs using one of the many free online tools, then integrate SaasAnt Transactions with QuickBooks to upload your PDF. 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. 

How Scan Receipt OCR Works in Saasant: Quick Instructions

Assuming you have converted the receipt image to PDF, you can get started with a 30-day free trial immediately. 

• Integrate SaasAnt Transactions from the QuickBooks app store. 

• Upload the PDF file, and SaasAnt’s receipt scanner OCR will read your PDF or image receipts. 

• Map the file fields to QuickBooks fields. 

• Review and Import.

• Rollback (undo) if needed.

How to Scan Receipts OCR - Upload Receipts into QB

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.

Step 2: File Upload

Go to the SaasAnt Transactions dashboard, select "New Import," and choose “Sales receipts." Browse and upload your PDF file. 

Note: SaasAnt also supports formats like XLS, XLSX, CSV, PDF, Images (PNG, JPEG), and IIF. You can also use a Google Sheet link.

Step 3: Mapping

The scan receipts OCR function will automatically map the fields in your file to QuickBooks fields.

Step 4: Reviewing Your Data Before Final Import

Review the data mapped as per the scan receipts OCR of SaasAnt 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. 

Step 6: Verifying the Imported Transactions

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. 

SaasAnt comes with innovative error resolution tools that help you if you encounter any issues. If there are errors, it’ll suggest ways to fix them, making the whole process effortless.

Note: SaasAnt also lets you bulk export, edit, and delete multiple sales receipts in QuickBooks Online. 

Related Reading: Here’s a detailed article on how to manage sales receipts in QuickBooks Online. 

Make It Even Easier with Automation

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. 

Start Using Scan Receipts OCR Effectively—Get Saasant Today

We've discussed all the essentials of how the receipt scanner in SaasAnt works. 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 drop an email at support@saasant.com. 

FAQ

What is a receipt OCR?

Receipt OCR (Optical Character Recognition) is a technology that converts scanned images of receipts into editable and searchable text. It extracts key information such as date, vendor, total amount, and line items, making it easier to manage expenses, track purchases, and integrate data into accounting software.

Does OCR work on scanned documents?

Yes, OCR (Optical Character Recognition) works on scanned documents. It analyzes the images of text in scanned files, converting them into editable and searchable formats. This technology can recognize printed or handwritten text, making it useful for digitizing paper documents, extracting information, and improving accessibility.

Does QuickBooks have OCR?

QuickBooks does have OCR capabilities, but it can be faulty, leading to inaccuracies in data extraction. To improve this, you can convert your images to PDFs in the free tools online and use SaasAnt Transactions to upload PDFs into QuickBooks. SaasAnt also lets you import XLS, XLSX, CSV and IIF. 

Can you scan receipts directly into QuickBooks?

Yes, QuickBooks allows receipt scanning, but it often results in duplicate receipt error messages. To avoid this, convert images to PDF using one of the many free online tools, then use SaasAnt Transactions to upload the PDF into QuickBooks. SaasAnt also supports importing XLS, XLSX, CSV, Images, PDF, and IIF files.