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Reviewing & Syncing Receipts to QuickBooks
Reviewing & Syncing Receipts to QuickBooks

Easily review & edit your receipts before syncing them to QuickBooks.

Matt Calvano avatar
Written by Matt Calvano
Updated over 10 months ago

Once your team has uploaded some receipts into your Adaptive Inbox, it's now time to Review & Sync them:

  1. Send for Review:

    • While receipts are in the Inbox, click Send for Review to advance them to the Waiting for Review stage.

    • In this stage, your receipts will wait until reviewed by an authorized team member.
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  2. Sync to QuickBooks:

    • Once you've finished reviewing your receipts in the Waiting for Review stage, you're then ready to click Sync to QuickBooks.

    • After receipts have been synced to QuickBooks, they can then be found in the All tab.
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How to Send Receipts for Review & Sync to QuickBooks? (2 Options)

  • One-at-a-time:

    1. Click into the receipt.

    2. Click either Send for Review or Sync (depending on the stage)
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  • Batch-Select / Multi-Select:

    1. Go to Receipts

    2. ( Optional ) Use Filters to find specific groups of transactions

    3. Place checkmarks next to multiple receipts.

    4. Then (depending on the stage) click either:

      1. Actions > Submit

      2. Or, Actions > Sync to QuickBooks


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If you have any questions or want to share feedback, feel free to reach out at [email protected].

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