You are on the CA site. Country: CA

Close Country Selector

Introducing The Receipt Bank Connect App

Combining the functionality of desktop accounting with the speed and accuracy of the cloud.

An integration that is simple, seamless and secure.

Use Receipt Bank’s all-new integration, to easily manage QuickBooks Desktop clients. Speed up your data management, and work with more businesses without having to change your processes.

message screenshot
  • Publish in seconds

    Stop losing time waiting to upload your data. With our new QuickBooks Desktop integration, this becomes a thing of the past. All you need to do is install the integration so you can upload and update records in seconds in the cloud.

  • Integrate multiple clients in minutes

    In a matter of minutes, all your client information becomes accessible, saving you hours of data entry each month. To add clients currently using QuickBooks Desktop, simply click Integrate and select the businesses ready to sync.

  • Everything in a single view

    Amounts, due dates, categories and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.

  • Control kept in your hands

    Protecting your clients’ data will always be our number one priority. Benefit from on-premise desktop storage supported by bank-level encryption built into Receipt Bank.

Start using Receipt Bank Connect today


Download

Window logo

Available for Windows

FAQs

Is The Receipt Bank Connect App available to everyone who signs up for Receipt Bank?


Yes, the app is available to all new partners on bundle plans; Streamline, Optimize and Business Plus accounts.
Partners on unlimited plans, Extract and Legacy plans need to upgrade to any premium plan to get this integration.

Which versions of Quickbooks Desktop are compatible?


All versions of Pro, Accountant, Enterprise and Premier are compatible. Please ensure your QuickBooks Desktop version is either 2018, 2019, 2020 or 2021.

Where should I install The Receipt Bank Connect App, do I need admin rights?


The app should be installed on the same workstation or server where you have installed Quickbooks Desktop. You need to be admin to install the integration.

Who can publish data to QuickBooks Desktop?


You need admin level access to the company file on QuickBooks Desktop, to set up an integration. The user who set up the integration will be the only user to publish items to the Quickbooks Desktop. Other members can still upload, view, edit items via the Receipt Bank web application.

Trustpilot

For the best experience, let’s start by understanding a bit more about you.

Great. All you need to do is complete the form below and we’ll be in touch to arrange a demo shortly.

Great. The best way for you to get started is a We’ll give you pointers as you go to help you hit the ground running, and an expert will be on hand to help via live chat at all times.

Number of company employees