Receipts To Sheets Documentation
Learn how to use Receipts To Sheets and integrate with other services
Documentation
Getting Started
Features
Integrations
Connect Receipts To Sheets with Zapier
Automate your workflow by connecting your HSA account to Zapier! With our Zapier integration, you can automatically capture receipts and send them to other applications—no manual entry required.
What is Zapier?
Zapier is an automation platform that connects your favorite apps and services. With Zapier, you can build "Zaps" that move information between Receipts To Sheets and thousands of other apps, like QuickBooks, Slack, Dropbox, and more.
Availability: The Zapier integration is currently in beta. Some endpoints may return sample data while we finalize the connection. You can still design and test your Zaps; production data flow is rolling out gradually.
What Can You Do with the HSA Zapier Integration?
QuickBooks Integration
Automatically add new receipts to QuickBooks as expenses
Slack Notifications
Get notified in Slack when a new receipt is processed
...and much more!
How Does It Work?
The integration provides this trigger:
New Receipt
Triggers when a new receipt is captured and processed in your HSA account.
You can use this trigger to start Zaps that send your receipt data to other apps like QuickBooks, Slack, or your favorite accounting software.
Receipt Data Structure
When the New Receipt trigger fires, it provides comprehensive data about the processed receipt. Here's what you can access in your Zaps:
Basic Receipt Information
HSA-Specific Information
Individual Line Items
Each receipt includes detailed line-by-line breakdown with HSA eligibility analysis:
Integration Metadata
Pro Tip:
Use the line-item HSA eligibility data to automatically split expenses between HSA and personal accounts in your accounting software!
Example Use Cases
Automatically Add Receipts to QuickBooks
Want your receipts to appear automatically in QuickBooks as expenses? Here's how:
Create a Zap
Create a Zap in Zapier.
Set the Trigger
App: Receipts To Sheets
Event: New Receipt
Set the Action
App: QuickBooks Online
Event: Create Expense
Map the Data
• Amount: Use "Total Amount" or "HSA Eligible Amount"
• Date: Use "Receipt Date"
• Vendor: Use "Company/Merchant"
• Category: Use "Category" or map to your QB categories
• Notes: Use "HSA Notes" for additional context
Test & Activate
Test your Zap, then turn it on!
Now, whenever you capture a new receipt in HSA, it's automatically added as an expense in QuickBooks with all the relevant details.
Get Slack Notifications for HSA Receipts
Advanced: Filter HSA-Only Receipts
Pro Tip: Use Zapier's Filter step to only process receipts where "Is HSA Eligible" is true, or where "HSA Eligible Amount" is greater than $0. This way you can have separate workflows for HSA vs. regular expenses.
Getting Started
Visit the Receipts To Sheets Zapier app page (or search for "Receipts To Sheets" in Zapier).
Click Connect and log in with your HSA account.
Authorize Zapier to access your account securely.
Create a Zap using the "Receipts To Sheets" app and choose the "New Receipt" trigger.
Connect the action app (like QuickBooks or Slack), set up your workflow, and turn it on.
Frequently Asked Questions
Is my data safe?
Yes! We use secure OAuth2 authentication. Zapier never sees your password, and you can disconnect any time.
Can I create multi-step Zaps?
Yes! Use Zapier's features to filter, delay, or route your data however you like.
Can I disconnect at any time?
Absolutely! Remove the connection from your HSA integrations page or in your Zapier account.
Need Help?
If you need help connecting Zapier or creating a workflow, .
Automate your receipts and expenses—no more manual entry!