Accounting automation · Costa Rica
Automate invoice entry in QuickBooks Online
Receive your company's invoices in XML and PDF, assign an account, VAT rate and cost center to each line, and send the entries to QuickBooks Online.
For businesses and accounting firms that use QuickBooks Online.
Illustrative example
Purchase invoice
| Item | Account | Amount |
|---|---|---|
| Printer paper | Office supplies | ₡12 500 |
| Merchandise | Inventory | ₡48 000 |
| Printer | Equipment | ₡89 000 |
How it works
From XML to accounting entry
-
Receive
Upload your invoices or forward them by email. CRDeclara reads the XML and detects duplicates.
-
Classify
Assign the appropriate account, VAT rate and cost center to each line. Set up rules for recurring transactions.
-
Record
Send income and expenses to QuickBooks Online with line details and the associated documents.
Keep issuing electronic invoices with your current provider. CRDeclara handles the accounting workflow.
More about CRDeclara
Benefits of CRDeclara
Automate invoice entry and spend more time reviewing your books.
- Speed up month-end close with organized documents.
- Reduce the time and cost of manual data entry.
- Reduce transcription errors by using data from the XML.
- Simplify daily work with rules for recurring transactions.
- Use up-to-date records to make timely decisions.
RPA Technology: Robotic Process Automation
Did you know that you can reduce your operating costs and improve the efficiency of your business with RPA technology? RPA technology is a way to automate repetitive and routine processes that consume time and human resources. With RPA technology, you can delegate these tasks to intelligent software that executes them quickly, accurately, and consistently.
CRDeclara develops solutions based on RPA technology. One of them is the integration with QuickBooks Online, an online accounting system for small and medium-sized businesses. This integration lets you automate the recording of income, purchases and expenses in QuickBooks Online using the XML files for each transaction. This helps you keep your records up to date and reduce transcription errors.
CRDeclara uses algorithms, custom rules and automated processes to help you record and classify your invoices. With CRDeclara, you can save time and effort on repetitive tasks and devote more resources to growing your business.
Automate your accounting in QuickBooks Online
What if you could record your accounting transactions in QuickBooks Online without manually entering the data for each invoice? What if you could use the XML files from your company's current e-invoicing provider? This could help you save time, reduce costs and cut transcription errors.
CRDeclara uses RPA technology to automate invoice entry in QuickBooks Online. It extracts data from each invoice's XML file, line by line, and sends it to QuickBooks Online using the classifications and rules you configure. This helps you keep your records up to date and spend less time on data entry so you can focus on reviewing your accounts and managing your business.
CRDeclara records your income, purchases and expenses in QuickBooks Online, updates your customer and supplier records, and classifies transactions according to your criteria. It also applies custom rules, algorithms, processes and calculations to support your financial management.
CRDeclara is a virtual assistant available 24/7 to support your team with accounting data entry. Create an account and try it with your own invoices to see how it can simplify your work.
Other features
Control and storage
Store your receipts in the cloud and keep track of your expenses in an orderly manner.
Integration with QuickBooks
Export your expense and income details to QuickBooks Online along with the associated documents.
Accountant access
If you are an accountant, you can manage your clients from a single account. If you run a business, you can give your accountant access and share the documents and records needed to prepare VAT and income tax returns.
Multi-user and multi-company
Manage multiple companies from a single account and authorize other users to access each company.
Less data entry, more control over your books
Keep XML and PDF files handy for month-end close. Manage multiple companies from one account or share access with your accountant.