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We have created an account but now want to link the business e-mail to it so we can import invoices and receipts. Any tips on how we can do this?

 
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We have created an account but now want to link the business e-mail to it so we can import invoices and receipts. Any tips on how we can do this?

Good day, benmartinbcfc-ho.

 

There are two ways on how we can import invoices and receipts. We can link your Google account, or we can manually bring in the data into your QuickBooks Self-Employed account.

 

Here's how to link your business E-mail:

 

Just a heads-up, this feature is still in beta which is available to some random customer's account.

 

  1. Create an invoice.
  2. Select the Email button.
  3. Click the From drop-down and then select + Add Gmail address.
  4. Select Connect Google account.
  5. Type in your Google account's login credentials.
  6. Follow the on-screen instructions to complete the process.

 

Also, if you want to manually import the data, from the Gear icon, select Imports. Then, locate the bank account and then click Imports older transactions.

 

Once done, you're good to categorise the transactions. Here's an article as a guide: Create Rules To Speed Up Reviews in QuickBooks Self-Employed.

 

There you have it, benmartinbcfc-ho. Let me know if there's anything that I can help with. Keep safe!