Does Slipsheet support SharePoint or Entra ID?

No. Microsoft 365 sync is coming soon. There is no SharePoint write and no Entra sign-in.

File № 00303 / Integration Jacket MICROSOFT 365 · COMING SOON ← Back to ledger

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Coming soon

Microsoft 365 sync is
coming soon.

Q: Does Slipsheet connect to Microsoft 365 today?

No. Coming soon. There is no connect button and no live sync. Export one CSV and open or import it yourself.

Q: Is there a separate QuickBooks or Xero export file?

No. Every export is the same CSV, slipsheet-YYYYMMDD.csv, with date, merchant, total_amount, currency, tax_amount, category, client_tag, notes, and file_name. There is no .xlsx download.

Slipsheet does not sign in with Entra, and it does not write a workbook to SharePoint or OneDrive. Export one CSV and open it in Excel.

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Slipsheet In

VendorContoso Logistics

DateAPR 17 2026

Total$ 128.40

— Extracted —

slipsheet-YYYYMMDD.csv

Coming soon

Date	Merchant	Total
APR 17	Contoso Logistics	$128.40
APR 15	Delta Airlines	$412.10
APR 14	Hertz Rental	$188.66
APR 12	Panera Bread	$14.72

4 of 247 rows

One CSV today ✦ slipsheet-YYYYMMDD.csv ✦ Native sync · Coming soon

§ 01 — The Method

No tenant hookup yet.

There is no Microsoft 365 connection in the product. The file you can use today is the same CSV every other export uses.

01 Step 1

Confirm the receipts.

Review the queue and stamp the rows you trust. Only posted receipts are eligible for export.

Ledger · Posted receipts

02 Step 2

Export one CSV.

Download slipsheet-YYYYMMDD.csv. Export the rows you tick, or export every posted receipt. On the Pro plan, export-all can be limited to one client tag. The columns are always date, merchant, total_amount, currency, tax_amount, category, client_tag, notes, and file_name.

One file · slipsheet-YYYYMMDD.csv

03 Step 3

Open or import it.

Open the CSV in Excel. Microsoft 365 sync — SharePoint, OneDrive live write, and Entra sign-in — is not live. Coming soon.

Native sync · Coming soon

§ 02 — What syncs

Every field, itemised.

These are the columns in the CSV you export today. Slipsheet does not write a second file for this destination.

№

Column

What lands in the sheet

Source

date

Receipt date as YYYY-MM-DD, or blank when the receipt has none.

Extracted

merchant

Merchant name stored on the receipt.

Extracted

total_amount

Grand total, written with two decimal places.

Extracted

currency

Currency code stored on the receipt.

Extracted

tax_amount

Tax amount, two decimal places, or blank.

Extracted

Built for the teams still on a CSV.

Case · 01

Finance wants a file in the library.

Download slipsheet-YYYYMMDD.csv and upload it to SharePoint yourself. Slipsheet does not place it there.

Case · 02

You hoped for single sign-on.

Entra ID sign-in is not part of Slipsheet. Sign in with the Slipsheet account, then export the CSV.

§ 04 — The old way vs. Slipsheet

Put down the data entry.

Manual data entry

Collecting slips in a shared folder.

✗ Email the photo to whoever owns the workbook.
✗ Wait for someone to type it in.
✗ Argue about which total was tax.

Slipsheet + Microsoft 365

Export one CSV for the team.

✓ Confirm receipts in one ledger.
✓ Download slipsheet-YYYYMMDD.csv.
✓ Hand that file to Excel. Native Microsoft 365 sync is coming soon.

§ 05 — Questions, answered

The fine print.

No. Coming soon. There is no connect button and no live sync. Export one CSV and open or import it yourself.

No. Every export is the same CSV: slipsheet-YYYYMMDD.csv, with date, merchant, total_amount, currency, tax_amount, category, client_tag, notes, and file_name. There is no .xlsx download.

No. Coming soon is the status for Microsoft 365. There is no SharePoint write and no Entra sign-in.

§ 06 — Your turn