Solved

Forwarding Email receipts

Forum|Forum|2 years ago
March 28, 2024
4 replies
283 views

Our company just started with QB online. I'm trying to forward email receipts but I keep getting a reply saying that this email address is not registered for forwarding email receipts. However, I'm using the same email address that I signed in with. When I look at the help page and try to click on the link listed to take me to authorize my email address, it says "We're sorry. We can't find the page you requested." I'm lost.

QuickBooks Online

Best answer by sofiamdc-2341

Why do I get "this email address is not registered for forwarding email receipts," and how do I set up receipt forwarding in QuickBooks Online?

That error happens because receipts have to go to a special custom forwarding address that QuickBooks creates for you, not the email you sign in with. Once you set up that custom address in the Receipts tab and forward your receipts to it, they'll come straight in. Make sure you're on Business view so you can see these steps.

Create your custom forwarding address

Setting up the address is a four-step, one-time task.

Go to All apps, then Accounting, then Receipts.
Select Forward from email.
In the Enter email address field, create your customized address (it ends in @assist.intuit.com), then select Next.
Confirm it's correct, select Looks good, then Done.

Important: use the exact address QuickBooks shows on this screen rather than typing one from memory, since that's the address tied to your company (If your account is older, you may still see a legacy @qbodocs.com address; either way, use the one QuickBooks displays). To change it later, go to Your forwarding email and select Update. Full guide: Email receipts and bills in QuickBooks Online.

Let specific users forward receipts

Each person who forwards receipts has to be switched on here first.

Go to All apps, then Accounting, then Receipts.
Select Manage forwarding email.
Turn on the toggle for each user you want to allow, then select Close.

Users need to be at least a standard user with Vendor access to forward, and one email can be registered per user. More on roles: Add and manage users in QuickBooks Online.

Sending the receipts

Email the receipt image to your custom @assist.intuit.com address; you can include multiple images in one email. Each image should contain a single receipt, be a PDF, JPEG, JPG, GIF, or PNG, and the attachment should be between 46KB and 20MB. QuickBooks then reads the date, amount, vendor, and last four digits of the card and drops it into your Receipts tab to review. If you use Gmail, you can set it to auto-forward incoming receipts to that address; note that a Gmail address containing a "+" may not register.

Prefer not to email them? You can also drag and drop or upload receipt images directly: Upload your receipts in QuickBooks Online.

If you're still getting the "not registered" reply after this, tell us which email you're sending from and we'll help confirm it's authorized.

Clark_B

QuickBooks Team

Welcome to the Community, @GCMAC.

I'd be glad to help you resolve this so you can start forwarding email receipts in QuickBooks Online (QBO).

In QBO, you need to create a custom email address to forward images of receipts and bills, which is different from the email address you used to sign in.

Here's how:

Go to the left navigation panel and select Bookkeeping, and then Transactions.
Select Receipts, then click Forward from email.
In the Enter email address field, create a customized email address. It'll have to @qbodocs.com at the end.
When you're done, select Next.
Double-check the email, and then select Looks Good.
Select Done.

For more detailed information, refer to this article: Email receipts and bills.

I'll also add this article to guide you through the several ways to add receipts: Upload your receipts to QBO.

Let me know if you have other questions or concerns about forwarding email receipts. I'll be around to provide further assistance to you.

G

GCMACAuthor

Thank you. Unfortunately, as I'm new to QB I don't know how to navigate the site. I don't see any panel with transactions. I've looked all over the site and don't see anything as such. I'm on a macbook. I even downloaded the desktop app but still don't see anything that says transactions. When I log in it takes me to our company's report page. When I log onto the app it just asks me if I want to scan a receipt. But again, no panel with transactions.

E

ErwinQ

Thank you for getting us back, @GCMAC. I'm here to provide you with additional information regarding your email receipts.

Before you can forward email receipts, your company admin must add you as an Authorized User to access their account.

Here's how your company admin adds you:

Go to Bookkeeping then Transactions then select Receipts. Or Bank transactions and choose Receipts.
Select Manage Forwarding email.
Turn on the toggle for the users you want to give permission to forward receipts. If users haven't set up yet, choose Add new user. They should accept the invitation.
Once done, hit Close.

Furthermore, I've added this article to learn how to manage and categorize your transactions:

Feel free to respond to this post if you have more concerns regarding the forwarding email receipts. Stay safe!

sofiamdc-2341

Answer

Community Manager

Why do I get "this email address is not registered for forwarding email receipts," and how do I set up receipt forwarding in QuickBooks Online?

That error happens because receipts have to go to a special custom forwarding address that QuickBooks creates for you, not the email you sign in with. Once you set up that custom address in the Receipts tab and forward your receipts to it, they'll come straight in. Make sure you're on Business view so you can see these steps.

Create your custom forwarding address

Setting up the address is a four-step, one-time task.

Go to All apps, then Accounting, then Receipts.
Select Forward from email.
In the Enter email address field, create your customized address (it ends in @assist.intuit.com), then select Next.
Confirm it's correct, select Looks good, then Done.

Important: use the exact address QuickBooks shows on this screen rather than typing one from memory, since that's the address tied to your company (If your account is older, you may still see a legacy @qbodocs.com address; either way, use the one QuickBooks displays). To change it later, go to Your forwarding email and select Update. Full guide: Email receipts and bills in QuickBooks Online.

Let specific users forward receipts

Each person who forwards receipts has to be switched on here first.

Go to All apps, then Accounting, then Receipts.
Select Manage forwarding email.
Turn on the toggle for each user you want to allow, then select Close.

Users need to be at least a standard user with Vendor access to forward, and one email can be registered per user. More on roles: Add and manage users in QuickBooks Online.

Sending the receipts

Email the receipt image to your custom @assist.intuit.com address; you can include multiple images in one email. Each image should contain a single receipt, be a PDF, JPEG, JPG, GIF, or PNG, and the attachment should be between 46KB and 20MB. QuickBooks then reads the date, amount, vendor, and last four digits of the card and drops it into your Receipts tab to review. If you use Gmail, you can set it to auto-forward incoming receipts to that address; note that a Gmail address containing a "+" may not register.

Prefer not to email them? You can also drag and drop or upload receipt images directly: Upload your receipts in QuickBooks Online.

If you're still getting the "not registered" reply after this, tell us which email you're sending from and we'll help confirm it's authorized.

Why do I get "this email address is not registered for forwarding email receipts," and how do I set up receipt forwarding in QuickBooks Online?

Why do I get "this email address is not registered for forwarding email receipts," and how do I set up receipt forwarding in QuickBooks Online?

Sign up

Login with SSO

Let's get you signed in

Login with SSO