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SCANNERPILOT + QUICKBOOKS ONLINE

Your QuickBooks.
Less busywork.

Keep the books you know.
Leave the retyping behind.

Turn invoices and receipts into reviewed Bills and Expenses—with the original attached.
See a live demo
Editorial close-up of a supplier invoice being reviewed beside a laptopTHE DOCUMENT YOU ALREADY HAVE
From “I need to enter this”
to “I just need to check it.”
ScannerPilot

Prepared.
Checked.
Ready.

You approve first
INTUITQuickBooks OnlineA REVIEWED ENTRY

One bill.
Original included.

Northline Paper Co.$284.20
PDF
northline-invoice.pdfKept with the entry
ILLUSTRATIVE RESULT
Built for QuickBooks OnlineReview before sendingOriginals stay connectedHow to get connected
THE QUICKBOOKS CONNECTION01   See it work02   What connects03   Get startedQuestions
ONE DOCUMENT. FOLLOW IT THROUGH.

A simpler way
into your books.

Choose a sample. Check its details. See exactly what would arrive in QuickBooks—before connecting anything.

01YOUR ORIGINALSample
N°INVOICE

Northline Paper Co.

For Northline Studio

Reference
NP-2048
Payment
To pay later
Office supplies$284.20
Total · USD$284.20
Fictional sample · not a real invoice

An invoice you’ll pay later.
Same document. No change to the source.

02YOUR REVIEW

A check, not a blank form.

The details are prepared. Compare them with the original before you approve.

Create as
Bill
Company: Northline StudioCategory: Office supplies
Editing removes approval. No files or account details are sent.
03QUICKBOOKS ONLINE
INTUITQuickBooks Online
AFTER YOUR APPROVAL

A place in your books.

$284.20NP-2048
Your approvalWaiting
Bill createdWaiting
Original attachedWaiting
Your PDF stays with the entry.
The accounting record and file are tracked separately.
Prepared is not approved. Approved is not sent. You stay in control.Sample data only · No QuickBooks connection
WHAT ACTUALLY CONNECTS

Not another set of books.
A better way into yours.

ScannerPilot handles the document preparation. QuickBooks stays your accounting home.

See what you review
YOU START WITHQUICKBOOKS GETS
01An unpaid supplier invoice

A reviewed Bill

For purchases you’ll pay later.

02A receipt for a paid purchase

A reviewed Expense

For a purchase already paid.

03The source PDF or image

The original attached

Not just the numbers. The evidence too.

Your existing vendors and accounts are available to check during review.
A SMALL SETUP. A CLEAR NEXT STEP.

Connect your company.
Keep your way of working.

You don’t need to move your books or share passwords with us. Start with the business you want to connect.

CONNECTION WALKTHROUGH · 1 / 3

Choose a workspace

NNorthline Studio

This is the business whose documents you’ll review.

Illustration only. This does not authorize an account.
Illustrative consultation about business paperwork at a shared table
For the question that comes later:
“Can I see the original?”
KEEP THE DOCUMENT IN THE CONVERSATION

The entry tells you what.
The original tells you why.

Keep the PDF or photo with the QuickBooks record. When a question comes back, the supporting document is close by.

PDF
northline-invoice.pdfSupporting document for bill NP-2048
Attached
Explore invoice & receipt capture
EVEN THE SECOND TRY SHOULD BE SIMPLE

A missing file.
Not a second bill.

If the record is already in QuickBooks but the attachment needs another attempt, retry the file—not the transaction.

Get help with a handoff
ILLUSTRATIVE ATTACHMENT RETRY1 bill. Still 1 bill.
Bill NP-2048Already created in the example
Leave it as it is
Original invoice.pdfNeeds another attempt
A local demonstration, not a real retry.
BEFORE YOU CONNECT

Good questions.
Clear answers.

Talk through your setup
What does ScannerPilot send to QuickBooks Online?

Approved supplier invoices can become Bills. Paid receipts can become Expenses or Purchases. The source PDF or image can be attached to the transaction, with record and attachment status tracked separately.

Can I review everything before it is sent?

Yes. Check the original beside the prepared details, confirm your accounting choices and the intended company, and approve before sending. Prepared data is not an approved entry.

Will it use my existing suppliers and accounts?

ScannerPilot can bring in QuickBooks vendor and account references for your review, along with supported tax and payment-account references. Confirm the correct choices before approving.

Can I connect a separate company for each client?

Yes. Each client workspace has its own QuickBooks Online company connection. Keep the workspace and intended company aligned when reviewing and sending documents.

What if the entry exists but the original is missing?

Check the attachment status separately. When the transaction already exists, retry the file attachment rather than creating another Bill or Expense. Contact support if the outcome is unclear.

Does this pay invoices or replace QuickBooks?

No. This is a document-to-books workflow for QuickBooks Online. Paying suppliers, reconciling bank transactions, and other accounting decisions remain separate. The examples here are simulations and do not connect to an account.

SAME QUICKBOOKS. A BETTER STARTING POINT.

Your next invoice.
Without the blank form.

See how your documents could reach your books—with your review in the middle.

Start freeBook a walkthrough No QuickBooks login needed to view the demo.