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user16100
November 12, 2023
Question

Dext/Receipt Bank alternatives (or, the best way to send invoices to QBO)

  • November 12, 2023
  • 1 reply
  • 0 views

Hello everyone,

 

Would really appreciate your thoughts on the best solution to handling supplier invoices automatically.

We're currently using Dext (which was receipt bank) but it looks like they are putting their prices up again.

 

Years ago, I tried the built in function on QBO but it didn't work too well at the time. Xero comes with Hubdoc and that works well when I've used it and doesn't require a second subscription.

 

Any thoughts would be appreciated. Thanks, Bill


1 reply

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LollyNino_C
November 12, 2023

Hello, I'd be happy to provide you with some information about the payment options available in the UK version of QuickBooks Online.

 

In the UK version, QuickBooks Payments is not available. As a result, the payment option on the Account and Settings page will not appear.

 

However, you can still accept payments from your customers using PayPal and Credit Cards. If you would like more details about these payment methods and how to set them up, I recommend browsing and reviewing the available resources provided by QuickBooks Online.

 

 

Currently, in the UK version, you must uninstall the linked PayPal app if you want to exclude the option for customers to pay through it on the invoice.

 

Unfortunately, we cannot suggest a specific third-party app for you to use. However, QuickBooks has a handy feature that enables you to search for an app that is tailored to your requirements. I suggest looking into third-party applications that can aid you in resolving this particular issue. You can examine the apps that are compatible with QuickBooks to identify an appropriate solution.

 

Here's how:

 

  1. From the left menu, click Apps.
  2. Select the Find Apps tab.
  3. Enter a brief description of the feature in the Search for an App box. 
  4. If there's a list of selections, choose the app you want to integrate, then click Get the app now to connect.

 

Additionally, let me share this link to guide you to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online.

 

Fill me in if you have further questions about managing invoice payments in QuickBooks Online. I'll be happy to help you in any way that I can. 

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user16100Author
November 12, 2023

Hello LollyNino_C,

Thanks so much for taking the time to reply.

Payment isn't the issue, it's when I have 2-300 invoices a month to process and want to send them automatically to QBO. 3rd party solutions extract the text and auto categorise things like amounts, account, taxes etc to save time and orward a pdf of the invoice for future reference.

Best regards,

Bill

Nicole_N
Nicole_N
November 12, 2023

Thanks for reaching back and clarifying your concern,@user16100. Let me share a few things about handling supplier invoices in QuickBooks Online (QBO).

 

Sending supplier invoices or bills automatically to QuickBooks Online is unavailable. That said, I suggest using a third-party application to make this possible. However, we're unable to recommend a specific one since you'll be using a connecter outside our platform. Our guidance is limited to directing you to sources where you can find the best app that fits your needs. 

 

You can visit our QuickBooks Apps page, and then select a specific category under the Categories section. Make sure to review the key benefits and FAQs, then click the Get app now button. 

 

Moreover, you can also search for online reviews to find the best app that can electronically capture and store receipts and supplier invoices that you depend on to ensure accurate and secure financial records. 

 

I've added these future help articles that can help you achieve your task when managing business income and expenses:  

 

I'll be around if you still have questions or concerns managing your bills in QuickBooks. Simply leave a reply below and I'll provide the necessary help.

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