How the QuickBooks sync works
- Connect your company
Connect your QuickBooks Online company from Settings in SnapBooks. You sign in with Intuit, so SnapBooks never sees your QuickBooks password.
- Map your accounts
Choose the bank or credit-card account you pay from, and map each SnapBooks category to one of your QuickBooks expense accounts.
- Scan and review
Snap, upload or forward a receipt. SnapBooks reads the vendor, date, tax and total; you check them and mark the expense as verified.
- Send it to QuickBooks
Send one expense, sync all verified expenses at once, or turn on auto-sync so every new verified expense goes over by itself.
What lands in QuickBooks
Each verified expense becomes an expense transaction (a Purchase) in QuickBooks Online with:
- the date, amount and currency from your receipt;
- the payment account you chose and the expense account mapped to the category;
- the vendor and category in the line description;
- the receipt image, attached to the transaction.
SnapBooks doesn’t create vendor records in QuickBooks, so your vendor list stays exactly as you keep it.
Built to keep your books clean
- Checks before anything is written. If a category isn’t mapped, the payment account no longer works, or the tax or currency can’t be recorded safely, SnapBooks tells you what to fix instead of guessing.
- No duplicates. Each expense carries a unique SnapBooks reference, so a dropped connection mid-sync doesn’t create it twice.
- Clear status on every expense: synced, changed after sync, or attachment failed, with a one-click retry for the image.
- Only reviewed expenses go over. Nothing reaches QuickBooks until you’ve marked it as verified.
- Disconnect any time. Your existing QuickBooks records are never deleted.
Plans
QuickBooks sync is part of Pro ($4.99 a month) and Team ($9.99 a month), and both come with a 7-day free trial. The free plan includes 25 receipt scans a month, so you can try the scanning first. See pricing.
Frequently asked questions
Does SnapBooks work with QuickBooks Desktop?
No. SnapBooks connects to QuickBooks Online only.
Is the receipt image attached in QuickBooks?
Yes. SnapBooks uploads the receipt image and attaches it to the expense. If the upload fails, the expense still syncs and you can retry the attachment.
Can I sync automatically?
Yes. Turn on auto-sync in Settings and new verified expenses are sent to QuickBooks on their own. You can also send one expense at a time or all verified expenses at once.
What if I edit an expense after it was synced?
SnapBooks marks it as changed after sync, so you can see which QuickBooks records may need a look.
Can I use it on my phone?
Yes. QuickBooks sync works in the SnapBooks web app and the Android app.