How to send receipts from Genius Scan to QuickBooks Online

Even though there's no direct integration between the Genius Scan and QuickBooks Online, there are two efficient ways to transfer your scanned receipts into QuickBooks:

Two ways to get your receipts into QuickBooks:

1. Email your scanned receipts directly from Genius Scan to QuickBooks Online using QuickBooks’ built-in email forwarding feature.
2. Sync your Genius Scan documents to Google Drive and upload them to QuickBooks from there.

We’ll walk you through both options below so you can pick the one that works best for you.

📨 Option 1: Scan with Genius Scan and Email to QuickBooks

This approach is ideal if you’d like to email receipts immediately after scanning—no computer needed.

1. Set Up Email Forwarding in QuickBooks Online

QuickBooks offers a feature where you can send receipts by email, and QuickBooks will automatically scan and categorize them for you. Here's how to set that up:

1. Log in to your QuickBooks Online account.
2. In the left sidebar, go to Transactions, then click on Receipts.

3. At the top of the Receipts page, click “Forward from email” to set up a custom email address. It will look like this:

   yourcompany@qbodocs.com

4. If other team members need to send receipts, click “Manage forwarding email” and authorize their email addresses.

2. Scan and Email the Receipt Using Genius Scan

Once QuickBooks is set up, you can start scanning and sending receipts.

1. Open the Genius Scan app on your iPhone or Android device.
2. Use the camera to scan your receipt.
3. Make any needed adjustments (crop, rotate, enhance).
4. Tap the Share button.
5. Select Email as your export method.

6. In the “To” field, enter your custom QuickBooks address — for example:

   yourcompany@qbodocs.com

7. Send the email.

🔄 Option 2: Sync with Google Drive and Import to QuickBooks

If you prefer to organize your receipts in a cloud storage folder before importing them, this method is ideal. It’s especially helpful if you want to bulk import receipts at the end of the week or month.

1. Sync Genius Scan with Google Drive

1. Open Genius Scan and scan your receipt.
2. Tap Share and select Google Drive.
3. Choose the folder where you want to save your receipts (e.g., Receipts > For QuickBooks ).
4. Upload the scanned receipt.

2. Upload Receipts from Google Drive to QuickBooks

Once your receipts are in Google Drive, import them into QuickBooks:

1. Go to Transactions > Receipts in QuickBooks Online.
2. Click “Upload from Google Drive”.
3. Authorize QuickBooks to access your Google Drive (if you haven’t done so already).
4. Select the receipt(s) you want to import.

QuickBooks will scan each file, extract relevant details (vendor, date, amount), and show them in the “For Review” list.

🧠 Extra tips for better receipt management

• 📄 Use smart naming conventions: Rename your scans with meaningful filenames like 2025-04-11_CoffeeShop_6-80.pdf . This helps you find and organize them later.

• 📥 Keep it simple: Each file should only contain one receipt. QuickBooks can't process multi-receipt documents or multi-page scans.
• ✅ Always review your receipts in the “For Review” tab in QuickBooks to confirm everything looks correct before they’re added to your expenses.