File № 00304 / Integration Jacket ← Back to ledger
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Coming soon

QuickBooks sync is
coming soon.

There is no QuickBooks Online connection. Export one clean CSV that you import into QuickBooks. Every export uses the same nine columns.

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One CSV today ✦ slipsheet-YYYYMMDD.csv ✦ Native sync · Coming soon
§ 01 — The Method

One CSV. You import it.

Slipsheet does not sign in to Intuit and does not post expenses. The file is slipsheet-YYYYMMDD.csv.

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.

Import slipsheet-YYYYMMDD.csv into QuickBooks yourself. There is no QuickBooks connection. The columns are the same nine on every export. Native sync is 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
01
date
Receipt date as YYYY-MM-DD, or blank when the receipt has none.
Extracted
02
merchant
Merchant name stored on the receipt.
Extracted
03
total_amount
Grand total, written with two decimal places.
Extracted
04
currency
Currency code stored on the receipt.
Extracted
05
tax_amount
Tax amount, two decimal places, or blank.
Extracted
06
category
Category stored on the receipt.
Inferred
07
client_tag
Client tag. Tagging and per-client export are on the Pro plan.
You
08
notes
Notes from the review queue. Line breaks are flattened to spaces.
You
09
file_name
Original uploaded or emailed-in file name, so a row traces back to the slip.
Auto
§ 03 — Who it's for

Built for the QuickBooks importers.

Case · 01

You import a CSV at month-end.

Download the ledger as slipsheet-YYYYMMDD.csv and use QuickBooks' own import. Map columns there. Slipsheet does not map them for you.

Case · 02

You wanted a company-file connection.

That connection is coming soon. Nothing in the product writes to a QuickBooks company file today.

§ 04 — The old way vs. Slipsheet

Put down the data entry.

Manual data entry

Typing each slip into QuickBooks.

  • ✗ Open the receipt, open QuickBooks, retype the total.
  • ✗ Guess the account.
  • ✗ Forget which photo the line came from.
Slipsheet + QuickBooks

Export the CSV. Import it yourself.

  • ✓ Confirm the receipts.
  • ✓ Download one CSV with the same nine columns every time.
  • ✓ Import that file into QuickBooks. Native 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.
There is no QuickBooks integration for Online or Desktop. Both are coming soon. The CSV is the file you have today.
§ 06 — Your turn

Export the
CSV.

Import it into QuickBooks yourself. A native connection is coming soon.

§ Related