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ryder2
Level 1

How do I get an employee access to see "receipts" under accounting so they can match them to expenses?

I can't figure out which permissions to enable to allow them to see the "Receipts" option under accounting. We've added them as an Expense Manager, tried custom versions, and they can never see the receipts page. The only person that can see it is the main super admin. Any help?

1 Comment 1
JeraldR
QuickBooks Team

How do I get an employee access to see "receipts" under accounting so they can match them to expenses?

When you add an employee to a specific access level, they will only see the features you allow them to.

 

To allow them to view Receipts under the Accounting tab in QuickBooks, you will need to grant them Standard access. Keep in mind that you cannot use the same email address for this user. You can either use their existing email or create a new one for them.

 

After you have the email, go to the All apps menu, select Accounting, then Receipts. In the upper right corner, find the Manage forwarding email box. Click on Add new user, enter the new email, and then hit Close when you are done.

 

If you have any follow-up questions or any other concerns, please leave a Reply below.

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