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Level 1

QB online personalized training courses

HI, i am in Toronto, Ontario and am looking for help with a personalized training course for my company using the apps that scan and upload.  Many of our transactions are recurring and i want to be able to automate as much as i can.  Your help is appreciated. Nancy

Content Leader

QB online personalized training courses

Hi there, @spinnaker.


It would be my pleasure to get some resources in your hands for automating your QuickBooks Online work. At this time, QBO doesn't offer a native method for scanning and uploading transactions. However, with a bounty of third party apps available to be integrated, some may offer this functionality and more.


To search for a compatible app:

  1. Head to the QuickBooks app center by following the link.
  2. Type a keyword in the search-bar, such as scan or upload.
  3. Review the information for each app and decide which one will fit your business best. You'll find tutorials, resources, and developer contact information on the Support tab.


I'd also like to inform you of the many options for automating your day-to-day tasks with QuickBooks Online. Check out the resources below to get started:


  • With Recurring Templates, you can designate a transaction to be created on a set interval every day, week, or month.
  • Bank Feeds makes it so transactions from your bank statement are automatically downloaded to QuickBooks for reviewing and creating transactions with ease.
  • Using Bank Rules, QuickBooks can utilize the bank description of downloaded items to create those transactions automatically.


These resources will automate your QuickBooks work and leave more time for focusing on what matters: your business. Please don't hesitate to get in touch with me here if there's anything else you need. Thanks for reaching out, have a wonderful rest of your day.


Level 3

QB online personalized training courses

I would recommend the third party app


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QB online personalized training courses

Hey Nancy ( @spinnaker ),


We recently created a Getting Started with QuickBooks Online course that might be useful to your clients. It covers both accounting and product feature basics.


Recurring transactions are really important for automation. It's a powerful tool, as long as the recipient and the items on the transaction do not change. 


When you say scan and upload, do you mean receipts? Or some other type of documentation? Is this an intake process, or are you more interested in outbound invoicing? 


Hope this helps. 

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