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thecosycottagechildminder
Level 1

im trying to find out how I can forward online email receipts to my quikbooks without the needs for screenshotting and saving pdf versions of receipts-

I save all my emails with receipts to a folder surely there's a way to link these to save me time screenshotting or saving each recipe to device to upload manually?

3 REPLIES 3
KayePe
QuickBooks Team

im trying to find out how I can forward online email receipts to my quikbooks without the needs for screenshotting and saving pdf versions of receipts-

Hi there, @thecosycottagechildminder.


Please note that currently, QuickBooks Sole Trader does not support sending receipts via email.


To simplify the process of uploading receipts, consider switching to QuickBooks Online. It allows you to send receipts via email and will automatically extract the information from them. It then creates a transaction for you to review.


Let us know if you're interested in this option. I'm here to assist you with the next steps. 

thecosycottagechildminder
Level 1

im trying to find out how I can forward online email receipts to my quikbooks without the needs for screenshotting and saving pdf versions of receipts-

Hi yes I’d be interested in more details of quikbooks online please 

Clark_B
QuickBooks Team

im trying to find out how I can forward online email receipts to my quikbooks without the needs for screenshotting and saving pdf versions of receipts-

Hello there, @thecosycottagechildminder.

 

QuickBooks Online (QBO) is a great option for simplifying your bookkeeping and managing your finances more efficiently. Since it’s cloud-based, you can access your accounts from anywhere, at any time, and on any device. This makes it perfect for handling your business finances, even when you're on the go.

 

With QBO, you can easily track income and expenses, organize receipts, create invoices, and manage taxes. It offers various plans to fit your needs: Simple Start, Essentials, Plus, and Advanced. You can choose the one that best suits you and upgrade as your business grows.

 

To learn more about the features of each plan, visit the Plans and Pricing page.

 

After upgrading, you can check this article to help you email your receipts and bills to QBO.

 

I’ll add this article to provide insights on things to consider before upgrading your subscription. Upgrade from QuickBooks Sole Trader to QuickBooks Online.

 

We’re always here to help you if you have any other concerns.

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