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October 8, 2021
Question

Does Quickbooks have a facility to capture invoices and extract the data from them automatically or do we need to purchase something like Dext or Hubdoc?

  • October 8, 2021
  • 1 reply
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1 reply

October 8, 2021

Hello there, zahid-erdingswor.

 

I can show you how to extract invoice details. While the option to snap invoices and upload them into QuickBooks Online is not available, you can connect your bank account. From there, QuickBooks will automatically download your sales and expense transactions. 

 

If you don't want to connect your bank account, you can integrate one of our supported apps. Just visit this page and search for something like an invoice: https://quickbooks.intuit.com/app/apps/home.

 

For other customer-related tasks, you can also click these links to go to the page. It gives additional reference, you can visit these articles to learn more on how to handling invoices in QuickBooks Onlinegiv: 

 

Please let me know if you need further assistance in getting the information you need. I'm always around to help. Have a good one.