Set Up
- Use IRS or CRA categories
- Customize categories (Watch video 1:44)
- Import Chart of Accounts from QuickBooks Online (Watch video 4:48)
- Enable sub taxes tracking for Canadians (Watch video 1:15)
- Coordinate with teammates, accountants & bookkeepers (Watch video 2:01)
Capture and Categorize
- Scan paper receipts (Watch video 1:26)
- Process email receipts (Watch video 1:36)
- Import bank transactions (Watch video 2:09)
- Set up recurring receipts (Watch video 1:56)
- Scan PDF and image files in bulk (Watch video 2:01)
- Add receipt manually
Generate Report
- Generate Excel/PDF report (Watch video 2:14)
- Search receipts from App (Watch video 0:53)
- Search receipts from web (Watch video 0:44)
- Push Receipts to QuickBooks Online (Watch video 4:48)