DocumentIQ

Invoice to QuickBooks

Import invoices and receipts into QuickBooks Online as bills

Stop keying supplier bills into QuickBooks. Upload the invoices and receipts, and get a CSV that QuickBooks Online imports as bills, with every line and its tax.

Tap to choose invoices and receipts

PDFs or photos, as many as you like at once · or choose files

See an example result

How to import it into QuickBooks Online

  1. Upload your invoices and receipts, as PDFs or photos, and pay $2.99 for up to 10 pages. We check every total before your files are ready.
  2. Download the QuickBooks bills file from your results page. The Account column holds our suggested category: change it to match your chart of accounts.
  3. In QuickBooks Online, go to Settings › Import data › Bills, choose the file, and tick Add new suppliers if you need to.
  4. Choose the date format D/M/YYYY and the tax option Inclusive, map the columns and tax codes, then start the import.

Importing bills needs QuickBooks Online Essentials or above (Advanced in the US). QuickBooks can’t import credit notes this way, so they’re left out of this file but are in the Excel and CSV.

Every format, one payment

Each conversion includes an Excel workbook with a Documents sheet, a Line items sheet and a verification sheet, a CSV with one row per document, and bill import files for Xero and QuickBooks Online.

Invoice to Excel →Receipts to Excel →Invoice to CSV →Invoice to Xero →

How we know every total is right

Every invoice and receipt already contains its own check: the line items, tax and charges it lists must add up to the total it prints. We read them all, then do the sum on every document.

30 line items
$1,601.50
+Sales tax
$140.13
=Total ✓
$1,741.63

From a sample two-page invoice: every line, plus tax, lands exactly on the printed total.

  1. 1Every document on its own

    Line items must add up to the subtotal, and the subtotal with discounts, shipping, tips and tax must make the total. VAT-inclusive receipts are handled too.

  2. 2One slip breaks the sum

    A missed line, a misread digit or a wrong total all make a document stop adding up, so we know, and so do you.

  3. 3If one doesn’t add up

    We re-read those pages. If a document still doesn’t add up, we show you which one, and you choose: keep the files, or a full refund. No choice within 24 hours means a refund.

What it proves: every amount on a document agrees with its printed total, and no line is missing or doubled. What it can’t: vendor names, dates and categories aren’t part of the sum. They’re read from the page and shown to you before you download. A receipt that prints only a total has nothing to cross-check, so it’s marked “Total only”.