Instant Receipts

How to guides

Step-by-step guides to help you get the most out of Instant Receipts. Learn how to export expenses, bank statements, generate tax reports, and integrate with accounting software.

How to Export Expenses

Export expenses to Xero, QuickBooks, MYOB, Excel, CSV, PDF, or ZIP — ATO-compliant formats for Australian small businesses.

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Available formats:

Export Expenses as ZIPExport Expenses as CSVExport Expenses as PDFExport Expenses as ExcelExport Expenses to XeroExport Expenses to QuickBooksExport Expenses to MYOB

How to Export Bank Statements

Export bank statements from any Australian bank to Excel, CSV, OFX, QIF, or QBO — ready for Xero, QuickBooks, and MYOB import.

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Available formats:

Export Bank Statements as CSVExport Bank Statements as ExcelExport Bank Statements as ZIPExport Bank Statements as QIFExport Bank Statements as OFXExport Bank Statements as OFX 2.xExport Bank Statements as QBO

How to Generate Tax & Compliance Reports

Generate GST collected vs paid reports, Profit & Loss statements, and bank reconciliation reports — ATO-compliant, in PDF or Excel.

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Available formats:

Generate Profit & Loss Report as PDFGenerate Profit & Loss Report as ExcelGenerate GST Collected vs Paid Report as PDFGenerate GST Collected vs Paid Report as ExcelGenerate BAS Summary Report as PDFGenerate BAS Summary Report as ExcelGenerate Balance Sheet Report as PDFGenerate Balance Sheet Report as ExcelGenerate TPAR Report as PDFGenerate TPAR Report as ExcelExport TPAR Lodgment File (.TPAR)

How to Import Expenses

Scan receipts with your phone or upload PDF files — OCR automatically extracts merchant, date, amount, and GST. No manual entry.

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How to Import Bank Statements

Upload PDF bank statements from any Australian bank — OCR extracts every transaction automatically. Works with CommBank, NAB, ANZ, Westpac, and more.

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Available formats:

How to Auto-Match Receipts and Income Documents with Bank Transactions

Account Management

Update account settings, export your data, or delete your account — step-by-step guides for Instant Receipts users.

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