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Paulplumb
April 10, 2020
Question

Receipt forwarding not working

  • April 10, 2020
  • 4 replies
  • 4 views

Hi. I have been using QuickBooks Self Employed since last June. I have enjoyed using the email receipt feature. However just lately I am having problems with it. I have spent a huge amount of time on the chat feature and I am no further forward. I thought I would ask for help here as a last resort.

 

When I forward an email with an attached receipt is highly likely to be put into further action required section. The supplier date and amount boxes are all empty and the uploaded PDF is empty apart from a pair of brackets [] 

 

Just occasionally an email receipt will be recognised and correctly filed by QuickBooks. 

 

Online chat have reset my receipts email forwarding. I have tried logging in and out of the app and the desktop. I have reinstalled the app and reset phone. I have tried viewing QuickBooks through a private browser window. All to no avail.

 

Any advice would be gratefully received.  

 

Thank you

 

Paul

    4 replies

    Lily_Kristine
    Lily_KristineModerator
    Moderator
    April 10, 2020

    Thank you for coming to the Community for advice, Paul.

     

    We are currently aware of this issue and our engineers are working to identify the cause to resolve this as soon as possible. 

     

    You can contact our QBSE Support again so they can sign you up for email updates once this is available. In the meantime, you can manually attach the receipt.

     

    Here's how:

     

    1. Sign in to your QBSE account using a browser.
    2. Go to the Transaction menu and select Add Transaction.
    3. Fill in the necessary details, then drag/drop or browse your receipt.
    4. Click Save when done.

     

    You can look this up if you need help with your categories: Categories in QuickBooks Self-Employed.

     

    Let me know if you have additional questions or anything else that I can help you with. I appreciate you for bringing up your concern, have a safe and relaxing weekend ahead.

      P
      PaulplumbAuthor
      April 17, 2020

      Hi, thanks for the reply. Days later this is still an issue.  I now forward an email which is received and placed into pending but is swiftly deleted.  Really not impressed. 

      A
      Aaron M
      May 3, 2021

      Hi Sierra.

       

      I want to ensure you'll be able to keep track of your receipts and resolve the issue you had.

       

      The investigation about the receipt forwarding feature was already close way back months ago. Since you're getting the same issues, I recommend reaching out to our Support Team. This way, a live representative can check and re-investigate this issue.

       

      To contact support:

       

      1. Sign in to your QuickBooks account.
      2. Select the Help (?) icon.
      3. Scroll down to select the Contact Us button and follow the prompts.
      4. You will be able to request a callback or start a live chat with an expert.

       

      On the other hand, you can utilize the workaround provided by MaryLandT to attach receipts into your transactions manually. For additional instructions, you can open this link: Record or attach expense receipts in QuickBooks Self-Employed.

       

       

      Please feel free to get in touch with me here for any additional questions about receipts, I always have your back. Keep safe always!


      Same issue over here with our company.  Quickbooks support was unable to solve the issue for us today.  I am unable to use this feature which previously was amazing for us to save time and keep things organized. 

       

      A
      AirconomicsHVAC
      August 28, 2020

      Did you ever find a solution to this? I am having this problem as well. 

      JasroV
      JasroV
      Level 8
      August 28, 2020

      Thanks for joining the thread, @AirconomicsHVAC.

       

      I want to ensure you’ll be able to email your receipts in your QuickBooks Online (QBO) account. To clarify we’re on the same page, were you able to update you Adobe reader? If not, I recommend updating it so.

       

      If yes and the issue persists, I suggest contacting our support team. There, they have the tools to securely check your account and investigate the reason why you’re unable to use the email receipts feature in QBO. Once there is any news available about the issue, you’ll receive an update from us through your email.

       

      To reach out to them, you can follow the steps shared by my colleague JonpriL above.

       

      Let me also add this article that you can use for reference in categorizing your receipts in QBO.

       

      Please let me know if you have other questions or concerns about your QBO account. I’ll be around to help you out. Have a great day ahead. 

      A
      Aled
      September 24, 2020

      What about QB Self Employed?

      A
      Aled
      September 24, 2020

      I'm having the same problem as well. I use QB Self-Employed and really struggling to get it resolved. I have been on the phone and speaking online via the Chat function but nobody can seem to help me since I am using Self-Employed and I keep getting transferred to different people but getting the same thing 'sorry I can only help if you use QB Online'.

       

      I have been trying to sort this for the last 3 hours.

       

      If this continues, I am going to move to Xero.

      E
      ELYINC
      May 3, 2021

      My company is having the same problem. This is a feature that is heavily used for time saving!!!! We have stopped using it because of redundancy. 

        E
        ELYINC
        May 3, 2021

        I would have never gone to QBO - Desktop was working just fine for us.

        QB sold this to me as a similar product - it is not. QBO is a totally different product. And we paid them use it while the program was incomplete and not offering the easy of use I was used to with QB desktop.

         

        I am going to hop ship as soon as I can figure out the newer more user friendly less expensive and more innovated company I will be using.

         

        QB was excellent in the 2000's not so much now.

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