How to export your receipts

Three export formats — Excel, QuickBooks CSV, and Tax Package. Pick the one that matches where your data needs to go.

The three formats

Excel .xlsx

Spreadsheet with all receipts and a separate sheet per book. Best for review, ad-hoc analysis, or sending to an accountant who works in Excel.

Includes: merchant, date, total, subtotal, tax, category, book, card last 4, notes, status, source, sender.

QuickBooks CSV .csv

Pre-formatted for QuickBooks Online's "Import bank transactions" flow. Maps SendToBooks categories to QuickBooks expense accounts.

Includes: date, description, amount, category. Headers match QB's expected import schema.

Tax Package .zip

Everything you need to hand off at tax time: CSV of all receipts plus original receipt images organized by month and category.

Includes: CSV summary + PDF/JPG of every receipt grouped into folders by category and month.

How to export

  1. Go to your dashboard and apply any filters you want (book, date range, category, card, etc.). The export will respect your active filters.
  2. Click Export in the top-right of the receipts table.
  3. Choose Excel, QuickBooks CSV, or Tax Package.
  4. The file downloads to your browser. Open it directly, or follow one of the import paths below.
Tip: To export a single book, select it in the Books filter before clicking Export. To export a date range, click the Date chip and pick "Custom".

Import paths into common tools

QuickBooks Online

  1. Export QuickBooks CSV from SendToBooks.
  2. In QuickBooks Online, go to Banking → Upload from file.
  3. Drag the CSV in. Map the date, description, and amount columns when prompted (the file's headers should auto-match).
  4. Review and categorize each transaction in QuickBooks' review queue. Your SendToBooks categories appear as a suggested classification.

QuickBooks Desktop

  1. Export QuickBooks CSV from SendToBooks.
  2. In QuickBooks Desktop, File → Utilities → Import → IIF Files won't work — use a CSV-to-IIF converter (Transaction Pro Importer is the most reliable).
  3. Alternatively, your accountant can use the Accountant's Copy feature to receive the CSV and bring it in via QuickBooks Online.

Xero

  1. Export Excel from SendToBooks.
  2. In Xero, go to Business → Bills to pay → Import.
  3. Download Xero's import template, paste your SendToBooks rows into it, and upload. Map merchant → Contact, total → Total, category → Account.
  4. For bank-rule users: export QuickBooks CSV instead and use Xero's Bank transactions → Import a statement flow.

Google Sheets

  1. Export Excel from SendToBooks.
  2. In Google Drive, upload the .xlsx and open it. Google Sheets converts it automatically.
  3. Or: use File → Import → Upload within an existing Sheet to merge data into a master tracker.

Excel

  1. Export Excel from SendToBooks.
  2. Open the file. The first sheet has every receipt. Subsequent sheets break receipts down by book.
  3. Filters, pivot tables, and conditional formatting work normally on the data — every column has consistent types.

Your accountant or bookkeeper

  1. Export Tax Package from SendToBooks.
  2. Email the .zip to your accountant (or upload to their portal). Inside they'll find a CSV summary and every original receipt image organized by month and category.
  3. If your accountant has SendToBooks Professional, they don't need an export at all — they can already see your receipts live in their dashboard.

Coming soon

We're building deeper bookkeeper handoff features. These will ship over the next 8 weeks:

Go to your dashboard See the Professional plan