File № 00302 / Integration Jacket MICROSOFT EXCEL · COMING SOON ← Back to ledger

Home / Works with / Microsoft Excel

Coming soon

Excel sync is
coming soon.

Q: Does Slipsheet connect to Microsoft Excel 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.

Microsoft Excel live sync is marked Coming soon in the product. Today, export one clean CSV — slipsheet-YYYYMMDD.csv — and open it in Excel.

Start free trial See how it works

14-day trial · No card · Cancel anytime

Slipsheet In

VendorOffice Depot

DateAPR 17 2026

Total$ 128.40

— Extracted —

slipsheet-YYYYMMDD.csv

Coming soon

Date	Merchant	Total
APR 17	Office Depot	$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

From paper. To a CSV.

There is no Excel connect button. Export the CSV, then open it in Excel on your desktop or in the browser.

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 slipsheet-YYYYMMDD.csv in Excel. Microsoft Excel live sync, including OneDrive, is coming soon. The Connections page marks it Coming soon, and confirming a receipt does not write a workbook.

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 people who close in Excel.

Case · 01

You already have a workbook.

Open the CSV in Excel and paste or Power Query it into the sheet you keep. Slipsheet does not write that workbook for you yet.

Case · 02

You wanted OneDrive sync.

That path is coming soon. Until it ships, the file you download is the CSV, and you can save it to OneDrive yourself.

§ 04 — The old way vs. Slipsheet

Put down the data entry.

Manual data entry

Re-keying slips into Excel.

✗ Open the photo, type the merchant, type the total.
✗ Mismatch tax and total on the third row.
✗ Lose which file the row came from.

Slipsheet + Microsoft Excel

Export the CSV. Open it in Excel.

✓ Confirm the receipts in the ledger.
✓ Download slipsheet-YYYYMMDD.csv.
✓ Open that file in Excel. Native workbook 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.

Not today. Coming soon. The download is a CSV. Save it to OneDrive yourself if you want it there.

§ 06 — Your turn