Uploading Receipts - Attachments vs email body

Jay326 · ‎September 14, 2021

Hello all

I am using The Banking -> Receipts forward via email feature. I have users forwarding invoices with coding and approval notation in the body of the email. Here's the problem I am having:

1) When I forward an email with the receipt in the body of the email, it works great! I see the receipt and the approval with the coding all in one viewable file.

2) When I forward an email with an attachment and notation in the body of the email, I only receive the attachment and not the approval notation and coding.

This causes problems as any bill/receipt that is sent via an attachment doesn't show any of the approval/coding information.

Do I have this set up wrong? Please let me know how to fix this. Thank you!

Adrian_A · ‎September 15, 2021

I appreciate you for getting back to us, Jay326.

There are requirements when emailing receipts in QuickBooks Online. Let's ensure that the picture must be a PDF jpeg, jpg, gif, or png. We also need to make sure that each image contains only one receipt.

Also, aside from using a PDF file, you can paste the picture of the receipt to the body of the message in the email. This will also help eliminate the error log.

Once the expenditures are in QuickBooks, you may want to consider reviewing and categorizing them into the correct accounts. This will guide you in ensuring your books are accurate.

I'll be here if you need anything else. Wishing you all the best!

View solution in original post

EmmaM · ‎September 14, 2021

Hello Jay, We'd like to take a look at this and see why the notation in the body does not show when you have an attachment added. Can you advise what you have showing in online delivery( settings cog in the top of QB>account and settings>sales form content?

Jay326 · ‎September 15, 2021

Here are the settings

Why would a banking receipt of expenditures be driven by defaults in the sales side of the application

Adrian_A · ‎September 15, 2021

I appreciate you for getting back to us, Jay326.

There are requirements when emailing receipts in QuickBooks Online. Let's ensure that the picture must be a PDF jpeg, jpg, gif, or png. We also need to make sure that each image contains only one receipt.

Also, aside from using a PDF file, you can paste the picture of the receipt to the body of the message in the email. This will also help eliminate the error log.

Once the expenditures are in QuickBooks, you may want to consider reviewing and categorizing them into the correct accounts. This will guide you in ensuring your books are accurate.

I'll be here if you need anything else. Wishing you all the best!

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Uploading Receipts - Attachments vs email body