cancel
Showing results for 
Search instead for 
Did you mean: 
LG2007
Level 2

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

Solved
Best answer May 11, 2021

Best Answers
MaryJoyD
QuickBooks Team

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

I can share some information with forwarding receipts from multiple addresses in QuickBooks Self-Employed (QBSE), @LG2007

 

At this time, you can send your receipts from the verified email that you set. The ability to forward receipts from multiple or different email addresses will be a great addition to the current features that we have, so I'll take note of it. For now, I suggest checking out our QuickBooks Blog for updates on the program. 

 

You can go to the Gear icon ⚙ and then Receipt forwarding to verify the email address where your receipts must be sent from and the email address where you'll be sending them. 

 

After receiving those receipts, you can go to the Transactions tab to categorize them. Here's how:

 

  1. Go to the Transactions menu.
  2. Look for the receipt you forwarded and review the details.
  3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  4. Review the category in the Category column.
  5. Click Save once you're done.

 

Check this article for more information about receipt forwarding in QBSE: Forward receipt images to QuickBooks Self-Employed.

 

To know more about the categories that we have, see this article: Schedule C and expense categories in QuickBooks Self-Employed.

 

Let me know if you need further help about receipt forwarding and or anything else by leaving a reply below. Take care and have a great rest of the day!

View solution in original post

3 Comments 3
MaryJoyD
QuickBooks Team

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

I can share some information with forwarding receipts from multiple addresses in QuickBooks Self-Employed (QBSE), @LG2007

 

At this time, you can send your receipts from the verified email that you set. The ability to forward receipts from multiple or different email addresses will be a great addition to the current features that we have, so I'll take note of it. For now, I suggest checking out our QuickBooks Blog for updates on the program. 

 

You can go to the Gear icon ⚙ and then Receipt forwarding to verify the email address where your receipts must be sent from and the email address where you'll be sending them. 

 

After receiving those receipts, you can go to the Transactions tab to categorize them. Here's how:

 

  1. Go to the Transactions menu.
  2. Look for the receipt you forwarded and review the details.
  3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  4. Review the category in the Category column.
  5. Click Save once you're done.

 

Check this article for more information about receipt forwarding in QBSE: Forward receipt images to QuickBooks Self-Employed.

 

To know more about the categories that we have, see this article: Schedule C and expense categories in QuickBooks Self-Employed.

 

Let me know if you need further help about receipt forwarding and or anything else by leaving a reply below. Take care and have a great rest of the day!

View solution in original post

LG2007
Level 2

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

Tl;Dr: No. One email address only. Got it. Thanks. Pretty much makes the feature worthless to those of us self-employed individuals that maintain separate email addresses for our personal and business email accounts. Or those of us that maintain multiple business email accounts that might have a receipt emailed to it.

 

 

 

 

LG2007
Level 2

Can I forward email receipts from multiple email addresses to my QB Self Employed account?

Tl;Dr: No. One email address only. Got it. Thanks. Pretty much makes the feature worthless to those of us self-employed individuals that maintain separate email addresses for our personal and business email accounts. Or those of us that maintain multiple business email accounts that might have a receipt emailed to it.

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up