Your first invoice, from upload to review

A clear place to start. One document, one review, one next step.

1. 1

   Choose the right workspace

   Confirm which business the document belongs to. Use a readable sample with sensitive information removed while exploring a new workflow.

2. 2

   Upload and compare

   Add the document, then compare the prepared supplier, date, reference, and amount with the original. Resolve anything unclear before approval.

3. 3

   Review the destination

   Check the intended QuickBooks company and accounting details. After approval and sync, check the transaction and its source attachment separately.

This guide does not upload files or change your books.