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Say hello to paperless bookkeeping. Meet Receipt Bank at QuickBooks Connect 2019.

QuickBooks® Connect is your moment to step back from the day-to-day demands of running a business to get the learnings and skills to help blueprint your future. It’s two days of inspirational speakers, small group and one-one-one learnings, and support from some of the savviest experts in the industry. It’s also an opportunity to connect with more than 100 solutions and third-party apps that are integral to QuickBooks and small business success, such as our platinum sponsor Receipt Bank.

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See why Receipt Bank is excited to be part of this year’s QuickBooks Connect and what you can expect from their team.

 Receipt Bank Snapshot

  • Twitter: @ReceiptBank,
  • Instagram: bank
  • Headquarters location: Washington, D.C. (North American HQ), London, UK (Global HQ)
  • Number of employees: 500+
  • Fun Fact about company: The Receipt Bank Way is made up of 6 crucial pillars: Commitment, purposefulness, belief, helpfulness, curiosity, and (most importantly) cake!
  • # of QBCs attended: 5+ (Every single one of them)
  • Favorite memory from a QBC event: Completing our 527th demo of Receipt Bank to the 527th ProAdvisor® on the final day of QBC, oh and seeing Oprah.
  • Favorite part of QBC: It’s our opportunity to see the impact that our ProAdvisor Partners and Receipt Bank are having on businesses, en masse.


Tell us a little bit about Receipt Bank.

Receipt Bank is an industry leader in bookkeeping automation. Our software allows for real-time exchange of data between clients and their ProAdvisor. Receipt Bank takes care of the collection, organization and preparation of the bookkeeping data. Stop by the booth to see how we help thousands of accountants and bookkeepers grow their practice and better serve their clients.

How does Receipt Bank work with QuickBooks?

Receipt Bank works seamlessly with QuickBooks Online. Receipt Bank collects receipts, bills, invoices, statements and credit notes, reads the data on those documents, and syncs it with QuickBooks Online. We also add the source document to every single transaction in QuickBooks, making sure you’re ready if the IRS comes knocking. Speak to one of the team to see this automation in action.

You’ll be exhibiting at QuickBooks Connect in San Jose Nov. 6-7. Tell us what attendees can expect to see from your team.

QBC attendees can expect exciting updates in the world of cloud accounting and new features within the Receipt Bank software designed specifically to empower ProAdvisors. You’ll also get to network with other Receipt Bank partners and share best practices.

Your team has joined us at previous QuickBooks Connect events around the world. What keeps you coming back?

QuickBooks Connect attendees are always at the forefront of cloud accounting, which is where Receipt Bank feels most at home.

What advice do you have for small businesses?

Don’t be afraid or overwhelmed when building your tech stack! There are so many incredible apps and services out there, so finding the best ones for you or your team can take time. However, evaluating each one thoroughly can provide some incredible inspiration to bring back to your business.

This year’s event theme is Own the Future. What makes your team excited about the opportunities ahead in the new world of work? How does Receipt Bank help small businesses grow and fuel their success?

Receipt Bank and QuickBooks Online bring real-time financial information to business owners like never before. Business owners can own their future with accurate and timely financial information, especially when combined with the insights of their ProAdvisor.

What are you most excited about for this year’s event?

The Receipt Bank Team is most excited for meeting first-time QBC attendees. We strive to make any newcomers feel welcome and empowered!

 What’s on your team’s must-do list during QBC San Jose?

We want to make sure we speak to every single one of our beloved partners who will be in attendance. We’re also looking forward to learning from great speakers like Michael Ly, Kellie Parks, and Heather Satterley.

Meet Receipt Bank and other key partners by joining us at QuickBooks Connect 2019.

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