Learn how to email your expense receipts and bills to get them into QuickBooks Online.
If you have a receipt, you can email it to QuickBooks. We’ll extract info from it and create a transaction for you to review. Then you can edit the receipt, add it to an account, or match it to an existing transaction in the Receipts (Take me there) tab. You’ll also have the receipt on file for tax time.
Note: There are two types of user views in QuickBooks Online. Make sure you’re on Business view so you can follow these steps.
Step 1: Customize an email address to forward to
Create a custom email address so you can forward images of your receipts and bills, even when you're on the go. To create the custom email address:
- Go to Bookkeeping then Transactions then select Receipts (Take me there), or go to Banking (Take me there) then select Receipts (Take me there).
- Select Forward from email.
- In the Enter a custom email field, create a customized email address. It will have @qbodocs.com at the end.
Note: If you want to update the email address later, go to the Your forwarding email section, then select Update. Enter a new email address and select Confirm change.
- When you're ready, select Next.
- Confirm that it's accurate and then select Looks good.
- Select Done.
Give users permission to forward receipts
You can give standard users permission to forward receipts. Here’s how.
- Go to Bookkeeping then Transactionsthen select Receipts (Take me there), or go to Banking (Take me there) then select Receipts (Take me there).
- Select Manage forwarding email.
- Turn on the toggle for the users you want to give permission to forward receipts.
Note: If you haven’t set up users yet, select Add new user. They’ll appear after they accept your invite.
- When you’re done, select Close.
Notes on managing users and addresses
- You can only register one email address per user for your company. Here’s how to change the email address associated with your QuickBooks user account.
- In the Receipts (Take me there) tab, you can always select Manage senders to manage which users can email receipts and bills.
- A user must at least have standard permission with vendors to send receipts and bills.
- If you have a Gmail address with a + sign in it, you may not be able to register your email address.
Step 2: Forward images of receipts and bills to QuickBooks
When you get your receipts and bills, take a picture of it and send it to us. Here’s how.
- Take a picture of your bill or receipt on your mobile device.
Note: The photo's file type must be a pdf, jpeg, jpg, gif, or png.
- Make sure each image or file contains only one receipt.
- Email the image to your custom email address @qbodocs.com. It may take a few minutes to send.
Note: You can send multiple receipt images in one email. The email attachment's file size must be between 46KB to 20 MB.
We'll take care of the rest. QuickBooks automatically pulls dates, amounts, vendor, and last four digits of the credit card from the image.
Step 3: Review and categorize your bills and receipts
Learn how to use the Expense management (Take me there) tab to edit and review the transactions created from your receipts and bills.
Now your bills and receipts are in QuickBooks. Follow these steps to review and categorize them into the correct accounts.
