No option to forward receipts

Thanks for reaching out to the Community, @officeatsuperior19. I appreciate the steps you've performed to set up forward receipts.

Giving a user access to upload receipts in QuickBooks Online is currently unavailable. As a workaround, you can look for a third-party application that allows them to upload forward receipts.

Here's how:

1. Log in to your QuickBooks Online account.
2. From the left pane, click on Apps.
3. Type a keyword in the search field. 
4. From the list of apps, check the Reviews and Ratings. This would help you choose the app that suits your business setup.
5. Click the app to see the Overview. 
6. Select the Get app now button once you found an app that has a similar function.

Also, you can check out these articles that will you through more about access we can give to our users and how to manage receipts: 

• Capture and categorize receipts and bills in the Receipts tab
• Email receipts and bills to QuickBooks Online
• User types in QuickBooks Online

Additionally, I've added our help articles where you can learn more about banking, account management, and many others. You can select each to view them.

You can get directly in touch with me if you have additional questions about uploading receipts or adding users in QuickBooks Online. I'd be more than willing to lend you a hand. Have a good day!

@JoesemM  - Thank you! But, I am not trying to give them access to upload receipts.  I am trying to create the @qbodocs.com email address for them to forward receipts to.  This option is not found under the Receipts tab for me.

Hello officeatsuperior19!

I understand that you need to set up a customized email for the receipt forwarding feature. Let me help you.

We need to make sure that you have primary admin access. You won't be able to set it up if you don't have the said role's permission. You'll want to ask the primary admin of the account instead to set it up on your behalf.

Also, one of the possible reasons for this behavior is a browser error. You'll want to use an incognito window and activate the receipt forwarding feature from there. These are some of the keyboard shortcuts:

1. Google Chrome: Ctrl + Shift + N
2. Safari 11 or newer: ⌘ + Shift + N
3. Mozilla Firefox: Ctrl + Shift + P
4. Microsoft Edge: Ctrl + Shift + P  

In addition, you'll want to clear the cache and make sure the browser is up-to-date to fix issues when using QuickBooks Online. You can check these articles. These will help you how to set it up and another way to upload the receipts:

• Email receipts and bills to QuickBooks Online

• Upload your receipts and bills to QuickBooks Online

Need to run financial reports? Check this link: Run reports in QuickBooks Online.

Leave a comment below if you have additional concerns. Take care!

Thank you @AlexV !

I went under Manage Users, I am the Primary Admin.

Chrome is up to date, I tried Incognito and I have cleared my cache.

Thanks for keeping us posted, officeatsuperior19.

Did you get the same thing when trying to manage receipts on a different browser? Other browsers such as Mozilla Firefox, Safari, or Microsoft Edge can also help you isolate the issue. 

However, if the issue persists, I suggest reaching out to our Phone Support Team so they can investigate further why you're unable to set up the receipt forwarding feature. Here's how to contact us: 

1. Click the Help icon at the upper-right.
2. Select Contact Us.
3. Enter a brief description of your concern and click Continue.
4. Select the best way you'll want to reach out to us. 

For us to assist you immediately, you can check out our support hours and types.

Once you already have a way to create your forwarding email, you can use the links provided by colleagues on how to handle receipt forwarding. Let me share them again: 

• Email receipts and bills to QuickBooks Online

• Upload your receipts and bills to QuickBooks Online

I'm just here if you have any questions that you need help with. I'll be around the corner to keep an eye on your response. Have a great day!

Hi officeatsuperior19,

i have the same issue.  i don't have the option to activate receipts forwarding.  I'm primary admin and i tried with all browsers on Mac and Windows.

Did you find a solution to this problem ?

Regards,

Pat.

I appreciate you joining this thread, PatDufour.

Since the steps above didn't work, I'd recommend reaching out to our QuickBooks Support to have this investigated. Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf.

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM PT on Saturdays. Here's how to contact us:

1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Get a call.

In case you need help with categorizing your receipts in QuickBooks, check out this article: Categorize and match online bank transactions in QuickBooks Online. 

Feel free to drop a reply below if you have any other QuickBooks concerns. I'd be delighted to provide additional assistance. Have a great rest of your day!