QuickBooks launch

Open the client workspace you want to reconcile.

Receipt Resolver keeps each client's receipts, statements, review notes, exports, created-record history, and QuickBooks connection state in a separate local workspace.

Before connecting QuickBooks

Open the Receipt Resolver desktop app.
Select or create the workspace for the client company file.
Use the QuickBooks connection control inside that workspace.
Confirm the connected QuickBooks company before syncing posted transactions, pulling existing attachments, creating reviewed expenses, or attaching evidence.
Import a QuickBooks pending Banking CSV if you need the for-review queue in Receipt Resolver.

For help with beta setup or a connection issue, contact contact@receiptresolver.com.