Frequently Asked Questions – CRDeclara

CRDeclara is a Costa Rican application that automates accounting processes for QuickBooks Online users, especially the recording of electronic documents in XML and their associated PDF files.

For businesses, independent accountants, and accounting firms that use QuickBooks Online and want to save time and reduce accounting data entry errors.

No. CRDeclara is only compatible with QuickBooks Online.

CRDeclara is not an e-invoicing provider, but it validates and processes official XML documents that have been generated and accepted by the Costa Rican tax authority (Hacienda). This allows you to record only valid documents and facilitates accounting and tax compliance from QuickBooks Online.

CRDeclara processes purchase and sales invoices, electronic sales receipts, and credit and debit notes.

Once you have registered your company, you can email the documents to facturas@crdeclara.com

Yes. CRDeclara allows you to view XML and PDF files without having to open emails.

Yes. You can set up an automatic forwarding rule in your email to send documents to CRDeclara without forwarding them manually.

The system automatically detects duplicates and prevents repeated records.

Yes. You can assign accounts, cost centers and VAT rates to each XML line according to the appropriate accounting treatment.

Yes. Each line can be recorded in a different account, such as expenses, inventory or fixed assets, among others.

Yes. With Autopilot, you can define how a supplier's future documents are recorded.

Yes. CRDeclara records issued and received documents, including electronic sales receipts and credit and debit notes.

Yes. You can set this condition manually or configure it in advance with Autopilot.

Yes. You can apply payments to invoices from the platform without leaving CRDeclara.

It's a feature that allows you to automatically apply payments when the supplier's payment account has already been configured.

Plans start at $35, depending on the volume of income and expense documents and the features enabled.

You will be notified and can upgrade to a plan with a higher document limit. If you keep your current plan, some documents may remain in the queue.

Bank transfers.

Yes. You can upgrade or downgrade your plan if your document volume or needs require it.

Yes. We offer support via WhatsApp, email, and virtual training.

Yes. All information is encrypted in transit and stored on secure servers. You can also control access and permissions per user.