Receipt Forward Email Toggle

Let's investigate whether this toggle adds a user to email receipts that are not visible due to a user's permission, Cody.

Let's ensure the user has the necessary permissions to email receipts. Only users with Company Administrator or Primary Admin user roles can access this feature. If the user has a custom role, you'll need to ensure that the Standard access permission is enabled for them.

To permit users to forward receipts, we'll have to set up receipt forwarding and ensure we enter the correct user's email address. To do this, here's how:

1. Go to Transactions, then select Receipts.
2. Choose forward from email, and enter the email address.
3. Turn on the toggle for the users you want to permit the forwarding of receipts.
4. Note: If you haven't set up users, select Add new user. They'll appear after they accept your invitation.
5. When you're done, choose Close.

To learn how to email your expense receipts and bills to import them into QuickBooks Online, refer to this article: Email receipts and bills to QuickBooks Online

However, If these steps above have been completed correctly, and the toggle still isn't showing up, there may be a temporary glitch. In this case, I recommend opening your account using an incognito/private browser. The stored files in your browser often cause unexpected behavior or failures in QuickBooks Online (QBO). 

Here's how:

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

Once you're able to toggle to add a user to email receipts, I recommend clearing your browser's cache. Sometimes, clearing cache and cookies can resolve minor display issues. Alternatively, you can use supported web browsers to help optimize performance. 

For future reference, I'm adding this article to guide you in managing your business expenses: Enter and manage expenses in QuickBooks Online.  

We'll be here in the Community to help with further questions about the issue you encountered when forwarding receipts to QBO. We are committed to providing ongoing support. Have a great day!

What role does the user need to be in order to email receipts? I have multiple users with "view company reports" permissions. I want them to be able to email receipts to QBO, but I do not want them to have any other permissions. It seems that only if I change a users role to "standard limited customer and vendors" or the user is an admin, do they show up as an option to toggle on receipts forwarding. The users with "view company reports" do not show up as an option to toggle on email forwarding. 

Adding various user roles is helpful to increase productivity and maintain data security, Cody. I'll share details about who can only send receipts and how to modify access permissions.

Yes, you're correct. The View company report role can only see all reports except those containing payroll or contact info. They can't also view the actual transactions.

For us to enable users to email receipts in QuickBooks Online, they need to have a Standard all access, Accounts payable manager, or Company admin access.

We value your data privacy and decision to prevent multiple users from accessing other areas in QuickBooks Online. Still, if you need someone to email receipts (with any of the access levels mentioned above), you can follow these steps to edit their access:

1. Go to the Gear icon and select Manage users.
2. Locate the user, then choose Edit under Action.
3. Under Roles, click the drop-down button to select the new access you want to give.
4. Hit Save changes, then Update info.

Once done, they can start sending receipts from the email address associated with their QuickBooks login.

For more details about managing users, please see these resources:

• Add and manage users in QuickBooks Online
• User roles and access rights in QuickBooks Online

Finally, I suggest browsing this article to learn the maximum number of users, accounts, classes, locations, and tags you can add to QuickBooks. It can help you fully utilize your subscription offer: Learn about usage limits in QuickBooks Online.

This thread is always open, so don't hesitate to share your ideas, concerns, or questions about adding, editing, or deleting users in QuickBooks. I'll be sure to help you some more.