From the pile to posted in QuickBooks.
Connect QuickBooks Online once. Pileform extracts the pile, computes the VAT per line, and lets you review every entry, then posts the ones you confirm as journal entries, with bank-statement transactions as double-entry. Your chart of accounts syncs in, and you always keep the Excel.
Connect once, review, post.
Pileform feeds QuickBooks. It doesn’t replace it. You stay in control of what gets posted.
Connect QuickBooks.
A one-time secure connection. Your chart of accounts syncs in so categorisation uses your real account codes.
Drop the pile.
Receipts, invoices, and bank statements are read, VAT computed per line, and each line categorised against your accounts.
Confirm the entries.
Confirm, edit, or reject each proposed entry. Inferred fields are flagged so you know exactly what to check.
Post to QuickBooks.
Confirmed entries post as journal entries; bank transactions post as double-entry. Idempotent, so nothing posts twice.
Journal entries, balanced.
Entries post to QuickBooks Online as journal entries, balanced to the cent against your real account codes.
Bank statements, double-entry.
Bank-statement transactions are classified and post as double-entry, not a one-sided import.
It learns your coding.
Repeat suppliers code themselves over time, and high-confidence entries can post automatically when you allow it.
No lock-in.
You always keep the Excel workbook with the receipt embedded as proof. Posting is a convenience, not a cage.
Posting to QuickBooks.
Confirmed entries post into QuickBooks Online as journal entries, and bank-statement transactions post as double-entry. You review and confirm each one first; high-confidence entries can post automatically if you enable it.
Yes. When you connect QuickBooks, your accounts sync in, so Pileform categorises against your real codes and learns your suppliers and coding preferences as you confirm entries.
Always. Posting to QuickBooks sits on top of the workbook you already get, with the receipt embedded as proof. You are never locked in: take the Excel any time.
Yes. Connect both and set your default posting destination; Pileform routes confirmed entries accordingly. Posting is idempotent, so the same entry is never posted twice.
Connect QuickBooks and clear the pile.
Sign up free, no card. Connect QuickBooks, run your first batch, and post the entries you confirm, with the Excel always in your hands.