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.

View Guide

Available formats:

Export Expenses as ZIP Export Expenses as CSV Export Expenses as PDF Export Expenses as Excel Export Expenses to Xero Export Expenses to QuickBooks Export 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.

View Guide

Available formats:

Export Bank Statements as CSV Export Bank Statements as Excel Export Bank Statements as ZIP Export Bank Statements as QIF Export Bank Statements as OFX Export Bank Statements as OFX 2.x Export 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.

View Guide

Available formats:

Generate Profit & Loss Report as PDF Generate Profit & Loss Report as Excel Generate GST Collected vs Paid Report as PDF Generate GST Collected vs Paid Report as Excel

How to Import Expenses

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

View Guide

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.

View Guide

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.

View Guide