ℹ️ Batch: A batch means a group of invoices or receipts submitted for processing
1. Visit BooksHub and Go to Upload screen
2. Upload Screen
You will see below screen, if your company is connected to QuickBooks.
3. Click on Upload button to upload invoices or receipts.
4. Select the Number of Pages from the dropdown
For example, if you upload a file with 100 Pages in that file
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if you select 1 ; that means that EACH PAGE is a separate invoice in that SINGLE FILE.
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if you select 2 ; that means that EVERY 2 PAGES is a separate invoice in that SINGLE FILE.
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…etc.
You can upload multiple files keeping in mind the “Number of Pages” criteria
5. Select files
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You can Drag and Drop files in the left section or
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You can Click anywhere in that section to open a dialog that lets you select the files
6. Select either “Upload and Process” OR “Upload”
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Upload and Process: If you go with this option, the invoices or receipts will uploaded and also processed as the same time.
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Upload: If you go with “Upload” option, the invoices and receipts will be uploaded. But, In order to start processing of this batch, you will need to manually go and start the processing from the PROGRESS screen.
7. Progress Dialog
Close this dialog after the processing is completed.
8. Let’s try a 2 Page invoice
9. Select 2 form the “Number of Pages” dropdown
10. In my case, I will Click on “Upload and Process”
11. Click on “Go to Progress Page” to monitor the processing of this batch
