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Hi Guys, Don't know why but the receipts the client is sending through are arriving into QBO? HELP please. PaulG

 
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QuickBooks Team

Hi Guys, Don't know why but the receipts the client is sending through are arriving into QBO? HELP please. PaulG

Glad to see you again here in the Community, @all2.

 

I'd like to provide clarifications regarding the receipts that were sent by your client, which arrived in your QuickBooks Online account.

 

If you've created a customised email address in QuickBooks Online, this will enable the ability to send receipts in the system. It is the reason behind the transactions that you've received. Your clients can email their expense receipts and bills straight to QBO.

 

If you want to stop receiving these receipts, you can upload them manually in the system by following the steps found in this link: Learn how to enter, attach, and track expense receipts and bills you capture with your phone or emai...

 

However, if receipts were not showing up in QBO, know that you also need to set up your staff permissions to email receipts to your QuickBooks Online file. Your client first needs to be set up as a user with the minimum requirement for access is a Standard user with supplier permissions. 

 

When they have accepted the invitation and has been set as a user, you also need to ensure they are switched on in the 'Manage Senders' section of the Receipts tab:

  1. Go the Banking tab.
  2. Click on Receipts.
  3. Select the green Manage Senders option.
  4. Locate the relevant users in the list and ensure they are toggled On, then select Done.

Once done, these users will be able to email receipts and bills into QuickBooks Online. If an emailed receipt bounces back to their inbox, it will describe the reason for the problem that you've encountered. You can have them send it again.

 

To give you more details about this procedure from setting it up to reviewing and categorising the receipts, please see this link: Learn how to email your expense receipts and bills to get them into QuickBooks Online.

 

I'll be right here to assist you further if you have any other questions. Just leave a reply below. Take care!