ScannerPilot
LoginBook DemoStart Free Trial
Skip to content
SCANNERPILOT INTEGRATIONS

Your documents already move.
Make every handoff make sense.

Bring invoices and receipts in from the way your team already works. Keep review in the middle. Send only approved records to QuickBooks Online.

See the data flowExplore QuickBooks
Review gate stays visibleDuplicate signals before syncSource attachment tracked
Business owner reviewing an invoice in a naturally lit officeAccounting team reviewing documents togetherA receipt being photographed for digital capture
EmailFolderMobile
ScannerPilotREVIEW LAYERPrepare → Check → Approve
QUICKBOOKS ONLINEReviewed result
THE AHA

An integration is not just a connection. It is the controlled moment where a messy document becomes a reviewed accounting record.

TRY THE HANDOFF

Pick where a document starts.
Watch what actually changes.

This is the integrations story in its simplest form: the source can change, but the review gate does not.

Source
ScannerPilot
QuickBooks
INTERACTIVE HANDOFF PREVIEW
DOCUMENT ARRIVESsupplier-invoice.pdfEmail attachment
SCANNERPILOTReview gateHuman stays in control
QUICKBOOKS ONLINEWaiting for approvalNothing posted yet
1Capture
2Prepare
3Approve
4Sync

Choose a source to preview the handoff.

Illustrative preview. No documents are sent to QuickBooks.

THREE MOMENTS. ONE CONNECTED STORY.

Integrations should disappear into the work.

You should notice the workflow getting clearer—not spend your day thinking about APIs.

Supplier invoice and receipt stack arranged in a document folder
01 · COLLECT

Let documents arrive in the way people already work.

Email attachment, folder, mobile photo, or direct upload.

Accounting team reviewing prepared documents
02 · REVIEW

Bring everyone to one visible decision point.

Business owner checking invoice details before approval
03 · SYNC

Send the clean result—not the messy source.

CHOOSE YOUR INTAKE PATTERN

Different ways in.
The same controlled way out.

Click an intake method to see exactly what comes in, what ScannerPilot prepares, and what reaches QuickBooks.

Accounting team working together around client documents
SHARED FOLDER

Select PDFs and images from a shared folder for your workspace.

1ENTERS WITHPDF + image batchSelected source filesClient workspace
2SCANNERPILOT PREPARESOrganized review queueExtracted fieldsExceptions separated
QUICKBOOKS GETSOnly an approved recordSource status stays visible
Two finance colleagues comparing a supplier invoice with their accounting records
PRIMARY DESTINATIONQuickBooks OnlineConnected per workspace
QUICKBOOKS ONLINE, WITHOUT THE BLACK BOX

Connected does not mean automatic.

The account connection gives ScannerPilot a destination. Your review still determines whether the document is ready to become a Bill or Expense.

1Connect the companyKeep it scoped to the right workspace.
2Review the prepared recordSource, fields, mapping, duplicate state.
3Approve the accounting actionBill or Expense only after the human check.
4Track record + attachmentSee what succeeded and what needs a retry.
See the QuickBooks integration
WHAT AUTOMATION SHOULD — AND SHOULD NOT — DO

Make the boundary obvious.

The easiest integration to trust is the one that clearly separates repeatable preparation from accounting judgment.

REPEATABLE PREP

Make the document reviewable.

  • Read supplier and invoice fields
  • Organize files into the right queue
  • Surface possible duplicate signals
  • Keep the source beside the record
REVIEW GATENothing moves until the decision is made.
ACCOUNTING JUDGMENT

Decide what belongs in the books.

  • Confirm client and company
  • Check account and vendor mapping
  • Resolve duplicate or exception warnings
  • Approve Bill or Expense before sync
MULTI-CLIENT INTEGRATIONS

One client workspace.
One clean connection lane.

For bookkeepers and firms, the biggest integration risk is not the API. It is mixing one client’s documents, mappings, or company connection with another.

  • Each workspace stays client-scoped
  • QuickBooks company connection stays visible
  • Review queue and history stay separated
Explore bookkeeper workflows
SAMPLE WORKSPACE

Harbor Studio

Connected
HSScannerPilot workspaceHarbor Studio
Scoped connection
Connected companyQuickBooks Online
Review queue14
Last sync2 mins ago
Client dataSeparated
MAKE CONNECTION STATES FEEL HUMAN

“Connected” should be something
a user can understand.

Preview a workspace connection and see how authorization, review, and recovery fit together.

Harbor Studio · Connection preview

QuickBooks Online

Connect this workspace to the accounting company it belongs to.

Not connected

Interactive preview. No account is connected.

AUTHORIZATIONConnect the correct company

Each workspace keeps its own accounting connection.

CONTROLConnection does not remove review

Approval remains the gate before accounting sync.

RECOVERYConnection states stay visible

Reauthorization or retry needs are shown instead of hidden.

THE DETAIL MOST INTEGRATION PAGES SKIP

A record can succeed
while an attachment needs another try.

Treating those as separate states helps prevent the wrong recovery action.

TRANSACTIONBill createdSuccess
ATTACHMENTSource uploadRetry needed
Retry the file. Do not create the Bill again.
EXPLORE THE EXACT WORKFLOW

Find the workflow that fits your team.

Explore invoice capture, client workspaces, and the full QuickBooks review workflow.

01QUICKBOOKS INVOICE INTEGRATION

Scan invoices into QuickBooks Online

See the full PDF → review → Bill → attachment journey.

Explore 02INVOICE & RECEIPT CAPTURE

Bring source documents into one review queue

Understand capture, extraction, duplicate checks, and approval.

Explore 03BOOKKEEPER INTEGRATIONS

Keep every client connected to the right company

See workspace separation for multi-client teams.

Explore 04PRODUCT WORKFLOW

See everything ScannerPilot does between intake and sync

Review the complete product flow in one place.

Explore
INTEGRATION QUESTIONS, IN NORMAL LANGUAGE

Your integration questions, answered.

No API vocabulary required. These answers focus on control, client separation, approval, and recovery.

01What does ScannerPilot integrate with?

QuickBooks Online is the accounting destination. Upload PDFs and images collected in shared folders, add receipt photos from your device, or use email intake where your workspace has been configured for it. Shared-folder intake here means selecting and uploading source files, rather than an automatic cloud-drive connection.

02Does a connected QuickBooks company mean every document posts automatically?

No. The handoff is review-first. Your team checks the original document, extracted fields, mappings, duplicate signals, and transaction type before approving a Bill or Expense for sync.

03Can each bookkeeping client connect to a different QuickBooks Online company?

Yes. Client workspaces can keep their accounting connection, documents, mappings, review decisions, and sync history separated.

04What if the transaction syncs but the source attachment does not?

ScannerPilot tracks transaction creation and attachment delivery separately. That makes it easier to retry the file without creating a duplicate Bill or Expense.

05Why not just auto-post everything directly into QuickBooks?

Because reading a document and making the accounting decision are different jobs. ScannerPilot can prepare repeatable information while keeping judgment and approval with the reviewer.

06Is ScannerPilot replacing QuickBooks Online?

No. QuickBooks remains the accounting destination. ScannerPilot is the document capture, preparation, review, and controlled handoff layer before it.

THE BEST INTEGRATION IS THE ONE PEOPLE UNDERSTAND

Connect the source.
Keep the decision visible.

Give your team a cleaner path from incoming paperwork to reviewed QuickBooks Online records.

Start freeBook a demo
Accounting team using a shared document review workflow
SourceReviewQuickBooks