​Neat Smart Organization System Neat Smart Organization System - Export Receipts to QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Online

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Learn how to export Receipts to QuickBooks Online in the Neat Smart Organization System.  This feature allows you to transfer important information from your receipts (such as receipt date, vendor name, total amount, etc.) directly into QuickBooks so you can perform accounting functions.

Please Note: The Self Employed version of QuickBooks Online does not support integrations with other applications such as Neat.

Export Receipts to QuickBooks Online

  1. If you haven’t setup your QuickBooks Online connection yet, first  connect your account, and then map your data.
  2. Select the receipt(s) you want to send to QuickBooks. In the menu select Send To, then click Accounting.
     
  3. If you haven't yet setup accounts in QuickBooks Online or are missing information you will receive a message asking you to complete those items first.
     
  4. If your Neat and QuickBooks Online connection has been established and all your information is mapped, then you will get a message that the item was successfully exported to QuickBooks Online.


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