I'm glad to see you in the Community today, mbell1.
Efficient communication between team members and clients is essential for optimizing your business workflow and ensuring smooth receipt handling. Allow me to share some insights about managing user roles and access in the online program.
Yes, adding your team member's email address to the list of receipt senders on the client's account will create a separate user. You can give a standard user permission so the email can carry out the task.
When managing users and addresses, please note the following:
- You can only register one email address per user for your company. Here’s how to change the email address associated with your QuickBooks user account.
- In the Receipts (Take me there) tab, you can always select Manage forwarding email to manage which users can email receipts and bills.
- A user must at least have standard permission from vendors to send receipts and bills.
- If you have a Gmail address with a + sign in it, you may not be able to register your email address.
Next, let's proceed to setting up the user. Here's how to do it:
- In your client's QuickBooks Online (QBO) company, head to the Transactions menu on the left panel and choose Receipts.
- Go to the Manage forwarding email tile.
- In the Manage receipt senders section, press the Add new user link to open the Manage users page.
- From there, click the Add user button and fill in the fields with the appropriate information, including the role.
- Follow the onscreen instructions to complete the process.
- The employee's name will appear after they accept the invitation.
- When you’re done, select Close.
You can browse this article to learn more about the email forwarding function: Email receipts and bills to QuickBooks Online. It outlines the steps on how to create a custom email address to forward to the transactions.
Once your bills and receipts are in QBO, review and categorize them into the correct accounts to keep your records organized. For additional resources, you can go over this article to learn more about the supported file types you can upload receipts as well as methods to send them to your company.
Moreover, the following references outline the steps to customize each user role and give individual permissions for specific tasks. Simply open each link for detailed instructions:
Stay in touch if you have additional questions about access roles and user permissions. I'll get back to make sure everything is taken care of for you. Have a great rest of the day, mbell1.
