Receipt Master
Drop a folder of receipts. Iris reads vendor, date, total, tax, line items, and payment method from each one, then searches the QBO accounts you choose for matching transactions. Best suggestions surface per receipt — attach to existing or post a new transaction with the receipt itself attached. Groups unmatched receipts by payment method so you can request the right statement window from the client.
No QuickBooks client connected. Pick a client in the sidebar (or connect a new one) before running receipts.
1Search scope
Date range — set in the topbar (filters which QBO transactions are searched for matches)
Accounts to search for matches
Add the bank / CC / LOC accounts the client paid receipts from. As many as you want — the tool searches all of them.
Extraction rules — optional, applied to every receipt for this client
Two kinds of rules: extraction rules override what’s read off the receipt (payment method, suggested account, vendor); recode rules change a matched transaction’s expense account in QBO on attach (e.g. move a meal off Shareholder Loan to Meals).