Email receipts into BooksGPT

Forward a receipt by email, or drop in a photo or PDF. BooksGPT reads the merchant, date, and amount, then matches the receipt to the bank transaction for you.

Your receipt inbox:

1. Open All pages in the left sidebar, then under Purchases click Receipts.
2. Copy your forwarding address from the Forward receipts by email card.

3. Email vendor receipts to it, or set up an auto-forward rule in your mailbox so they flow in on their own.

Each workspace has its own address. If you keep books for several businesses, use each one's own address for its receipts.

Or upload directly:

• Drag a photo or PDF onto the Receipts page.
• Or open a transaction and drop the file in its Receipt section. That attaches it directly.

What happens next:

1. The AI reads the merchant, date, and total amount.
2. If exactly one bank transaction matches on amount and date, the receipt links to it automatically.
3. If not, the receipt shows likely matches to pick from, or you can create a cash expense from it instead.

You can unlink or replace a receipt anytime from the transaction.

Good to know:

• Images and PDFs work, up to 25 MB each.
• On the Transactions page, a paperclip icon means a receipt is attached. There is also a filter for transactions with or without receipts.
• Receipts share 1 GB of storage per workspace with your Drive files.

Updated on: 03/08/2026