Good to see you here in the Community space, Terje. I'll share some insights about emailing expenses and PDF invoices to QuickBooks.
You can create a customised email if you refer to an invoice billed to your customers. QuickBooks, we'll extract the information from it and input a transaction for you to review. To set this up, follow the steps below:
- Go to the Transactions menu, then select Receipts.
- Select Forward from email.
- In the Enter email address field, create a customised 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 click Confirm change.
- When you're ready, select Next.
- Confirm that it's accurate and then select Looks Good.
- Click Done.
Once done, you can proceed to steps 2 and 3 once you're ready to forward the images to QuickBooks: Email receipts and bills to QuickBooks Online.
However, if you're referring to QuickBooks receiving an email from your provider, this feature isn't available. You'll need to send invoices manually or use a third-party app that integrates with QuickBooks Online to email PDFs.
You can visit the Intuit Apps Center and search for available apps to email PDF invoices. Then, read the reviews to help you choose the third-party app that best fits your needs.
Also, I'll be sharing these links that will help you with other ways to upload your transactions and how to match them in QuickBooks:
If you have any other concerns about emailing integration or questions about QuickBooks, please let me know in the comments below. I'll be here to lend a hand. Stay safe and well!
