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Consider having an expense management app to integrate with QBO. One app costs $3/active users/month
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!
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.
Use an expense management app to integrate with QBO.
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.
Which app is that?
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