Survio & QuickBooks
From login to Survio to a document in QuickBooks
GetMyInvoices handles the login to Survio, retrieves invoices and receipts, and transfers them securely to QuickBooks.
Why connect Survio with QuickBooks?
GetMyInvoices automatically retrieves your Survio invoices and delivers them to QuickBooks. It logs in to your Survio account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to QuickBooks booking-ready. One connection covers every Survio account and recurring billing period.
- Automatic retrieval to QuickBooks: connect Survio once, never log in for an invoice again.
- Booking-ready in QuickBooks: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From Survio to QuickBooks automatically
Three things happen automatically once Survio is connected, so your invoices reach QuickBooks without manual work.
Retrieves every Survio invoice
GetMyInvoices logs in to Survio Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to QuickBooks
Invoices and their data are exported to QuickBooks, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Survio login to QuickBooks in four steps''
Set it up once. After that, every Survio invoice finds its way into QuickBooks on its own.
- 1
Connect your Survio account
Add Survio in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Survio invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to QuickBooks
Invoices and their data are exported to QuickBooks on your export schedule, ready for your tax advisor to book.
Survio also exports to these systems
Your Survio login stays protected
From the Survio login to the QuickBooks export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Survio login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Survio invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every Survio invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Survio & QuickBooks
Survio
Survio is a platform for creating online surveys. Subscription or additional service invoices are generated there, which need to be included in accounting. Automated processing eliminates the need to manually download and forward these receipts.
QuickBooks
QuickBooks is the integration that receives your Survio invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Survio and QuickBooks: it downloads the invoice at Survio and delivers it to QuickBooks, ready to book.
Frequently asked questions about Survio, QuickBooks and GetMyInvoices
Connect your Survio account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the Survio console again.
Your Survio credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple Survio Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To QuickBooks and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your Survio invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Survio invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your Survio invoices in GetMyInvoices right away. The QuickBooks export is available once you or your tax advisor connect QuickBooks. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to QuickBooks so your tax advisor can book without re-typing.
Ready to automate your
Survio invoices?
Try GetMyInvoices with no obligation and start collecting your Survio invoices automatically, straight into QuickBooks.