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dbarbogast-yahoo
Level 1

Can a non-quickbooks user email credit card receipts?

Our small business has 15 to 20 staff who utilize a company credit card but they are not users in Quickbooks and never will be.  Is there a way to have them supply copies of their charge receipts electronically into quickbooks?  Hopefully, by means of the email receipts function.  I don't want to set them up as users in the system.
7 Comments 7
4Gal
Level 11

Can a non-quickbooks user email credit card receipts?

Consider having an expense management app to integrate with QBO. One app costs $3/active users/month

SirielJeaB
QuickBooks Team

Can a non-quickbooks user email credit card receipts?

Greetings! I'm here to offer you valuable insights into the email receipts functionality in QuickBooks Online (QBO).

 

To make use of the email receipts feature in QBO, it's necessary to be a user of the system. This feature extracts information from receipts and creates a transaction for your review. If a non-user needs to forward receipts, they can send them to a team member with permission in the program, who can then email them to QBO. For more details, refer to this article: Email receipts and bills to QuickBooks Online.

 

Another option is to consider using a third-party expense app, as suggested by 4Gal. You can explore available apps through this link: https://quickbooks.intuit.com/app/apps/home/.

 

Furthermore, simplify the tracking and recording of your receipts by uploading them directly into QuickBooks.

 

If you wish to monitor your sales transactions, you'll want to run and customize reports.

 

I'll get back to you promptly if you have other questions about handling receipts. Simply notify me by clicking the Reply button below. I wish you success in your business endeavors!

Cranky2023
Level 3

Can a non-quickbooks user email credit card receipts?

I don't know about you but I find QB tools such as this one ridiculous when they answer "has to be a user" - since when do outside sales do accounting? I'm curious to know how you solved this problem, as I think the responses you received are lacking. 

SIAB
Level 6

Can a non-quickbooks user email credit card receipts?

@Cranky2023 

Use an expense management app to integrate with QBO.

Cranky2023
Level 3

Can a non-quickbooks user email credit card receipts?

I made a list yesterday, need one for only 1-3 people, one of which has a company card. I still think it's ridiculous that for what it costs to use QB that the QB tool doesn't work for this type of scenario. Poor design.

Cranky2023
Level 3

Can a non-quickbooks user email credit card receipts?

Which app is that?

SIAB
Level 6

Can a non-quickbooks user email credit card receipts?

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