SnapBooksFour steps from receipt to spreadsheet
- Scan the receipt
Take a photo in the SnapBooks Android app, or upload a photo or PDF on the website.
- Check the details
SnapBooks reads the vendor, date, tax and total. Compare them with the receipt, because AI can misread a faded or crumpled one.
- Export to Excel
Choose a date range and pick Excel. On the phone that's the Export screen; on the website it's Reports.
- Open the file
You get an .xlsx file that opens in Excel, Google Sheets or Numbers.
What's in the spreadsheet
| Column | What it holds |
|---|---|
| Date | The date on the receipt |
| Vendor | Who you paid |
| Category | The expense category, such as Fuel & Gas |
| Status | Verified, or still needs review |
| Subtotal | The amount before tax |
| Tax | The tax on the receipt |
| Amount | The total, in the report's currency |
This is the website's report, which can add notes and a link to each receipt. The phone's export also lists the currency, the tax rate and a breakdown of each tax.
Three ways to get receipts into Excel
| Method | Good for | Watch out for |
|---|---|---|
| Typing them in | A handful of receipts | It's slow, and typing errors are easy to miss |
| Excel's Data from Picture | A picture of a table | You check each result, and it depends on your version of Excel |
| A receipt scanner app | Receipts you get every week | Free plans have limits, and you still need to check the results |
Tips for a clean scan
- Lay the receipt flat, in good light, with no shadow across it.
- Get the whole receipt in the picture, including the date and the total.
- Scan thermal paper soon. Those receipts fade.
- Fold a long receipt into sections, or upload it as a PDF.
- Keep the original until you've checked the scan is readable.
What it costs
The free plan includes 25 receipt scans a month, and Excel export is included. Pro has unlimited scans for $4.99 a month or $39.99 a year. Compare plans.
When a spreadsheet isn't enough
Once you have a lot of receipts, a spreadsheet gets hard to keep right. SnapBooks can also send expenses to QuickBooks Online with the receipt image attached, or keep your double-entry books for you.
Frequently asked questions
Can I scan receipts into Excel for free?
Yes. SnapBooks' free plan reads 25 receipts a month and exports them to Excel. You don't need a card, and you can try 10 receipts without an account.
Can Excel scan receipts by itself?
Partly. Excel's Data from Picture turns a picture of table data into cells, and you review the result. It isn't built around receipts, and whether you have it depends on your version of Excel.
Can I scan PDF receipts?
Yes. Upload a PDF on the website, and SnapBooks reads it like a photo.
Does this work on an iPhone?
There's no iPhone app yet, but you can use the website in your phone's browser and upload photos there.
Can I use Google Sheets instead of Excel?
Yes. The .xlsx file opens in Google Sheets, and you can export a CSV file too.
Who can see my receipts?
Your receipts are sent to our AI providers so they can be read. The privacy policy explains how files are handled.