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Georgia8
Level 1

Receipt forwarding

Hi guys,

Recently my invoices have not been received when I have forwarded them over email. I have checked the email address is right but otherwise I can't figure it out.

I tried to get help through the online chat earlier but after going through all the questions the guy told me he couldn't help as I was on the self employed package and to try messaging on Facebook. I've tried that and had no response so I'm feeling pretty close to just switching to another provider if this isn't an easy fix!

8 REPLIES 8
Kristine Mae
Moderator

Receipt forwarding

I've checked our records, Georgia8. I haven't seen any open cases the same as yours. 

 

No worries, though. I will help you fix your concern.

 

Let's try to ask your clients to check their junk mail and spam folders. The invoice may be sitting there. 

 

If they're unable to find the sales form, it may be the transaction wasn't sent successfully. Let's run some basic troubleshooting steps to resolve the issue. We'll start by logging in to QuickBooks Self-Employed account in a private window. It helps us isolate web problems. These are the shortcut keys:

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Once done, try to send a dummy invoice to your email address via the private window. Then, check if you have received it. If you did, let's clear the cache on your regular browser to refresh the program.

 

Also, you can use a different browser to narrow down the issue.

 

Get back to this thread if you need more help. We're just one comment away. Take care!

Georgia8
Level 1

Receipt forwarding

Hi Kristine Mae,

Thanks for your reply but it isn't the invoices to clients I am struggling with but sending receipts to Quickbooks to match up with my transactions. I am not getting an email to say they have been received and they are not then visible on the transaction page.

Many thanks,

Georgia

 

Rubielyn_J
QuickBooks Team

Receipt forwarding

I appreciate you for getting back to this thread, @Georgia8. It's my priority to help you forward your receipts in QuickBooks.

 

Before we proceed, may I ask if you received an error message when sending receipts to QuickBooks? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

It would be best also to contact our support team again. They have the tools to check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.

  5. Select Get help from a human.

  6. Click either Chat with us or Have us call you button.

 

In the meantime, you may consider manually attaching the receipts to your transactions in QuickBooks. Let me show you how:

 

  1. Select the Transactions menu. If you're on an Android phone or tablet, select the menu ☰ icon and then Transactions.
  2. Locate and select the entry you want to attach the receipt to.
  3. Click browse or Attach receipt.
  4. Choose an image and then click Save.

 

For more insights, please refer to this article: Record or attach expense receipts in QuickBooks Self-Employed.

 

In case you'll want to put your transactions on the correct line of your Schedule C, please see this article: Categories in QBSE. This also organizes your income and expenses so you know what areas of your self-employed business have the biggest impact. 

 

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

Georgia8
Level 1

Receipt forwarding

Hi,

Thank you for your reply. No I have not received an error message. I send some receipts to quickbooks 25/9 and logging in yesterday found they hadn’t come through. When sending some more yesterday I didn’t receive the confirmation email either. 
The chat you have listed instructions for is exactly what I did yesterday and after waiting in a queue and then waiting again for the person to go through all the details I was told he couldn’t help because I am on the self employed plan. With respect I don’t have the time to sit through that again to he told the same thing. 
The reason I wish to email some receipts is because they are not images or pdfs so I can’t save them as such and attach them to my transactions which I would do otherwise. 
many thanks,

Georgia 

ocjump
Level 1

Receipt forwarding

I realise this is an old thread, but one thing you can do with those types of invoice/receipt emails that are not images or PDFs, is to print them to PDF.

 

You can do this on Mac or Windows.

On Mac, go to print the email and then choose 'Save as PDF'.

On Windows, go to print the email and then set the printer to 'Microsoft Print to PDF'.

 

Then upload your PDFs as any other.

MaryLandT
Moderator

Receipt forwarding

Thank you for sharing this information, ocjump.

 

I'm sure it'll help other customers who are also trying to upload receipts in QuickBooks Self-Employed.

 

We'll be glad to hear from your again. If you also have concerns or questions, please don't hesitate to post here in the Community Forum.

 

We're always open to help you. Thank you and take care always!

ocjump
Level 1

Receipt forwarding

In fact there's a way to do it on iOS as well.

 

I'm sure you can do it on Android too, but I don't have an Android phone.

 

On iOS, open the email and then take a screenshot. Tap on the little screenshot image that appears on the bottom left of the screen (this will bring up the image editing controls). Tap "Full Page" at the top of the screen. The email is now a PDF.

 

Now you can either email it directly using the share button, or save it to your iCloud, Dropbox, etc,. for uploading manually later.

 

emmam6
Moderator

Receipt forwarding

Hello Community Users, We just wanted to pop into this thread and add some tips for Self Employed users who are using receipt forwarding but not seeing the receipts they send update on their transactions.

It can take up to 48 hours for the receipts forwarded to update. It is worth checking in your pending section on the transactions page as they may appear there as well. Make sure the receipts are being sent from the email address set up for receipt forwarding. Make sure the receipt is legible and flat. Make sure the receipts are  JPEGs, PNGs, or PDFs. Reach out to our support team who can reset your Receipt forwarding incase the connection has stopped working.

If you find after that your receipts are not forwarding come back here and we can go through this in more detail and get you a resolution.

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