Can't create an email for receipt forwarding

This is not the kind of service we want you to experience in QuickBooks, @Anonymous. I recognize the urgency of resolving this issue, and I'm here to ensure we're doing our best on our end.

Upon checking the system, we are currently conducting an open investigation into the email forwarding function in QuickBooks Online (QBO) with the exact error message, "There was a problem creating your email. Try again later." Please rest assured that we have requested our engineers to reevaluate this issue, specifically about forwarding email receipts. Rest assured, you will receive an email update as soon as there is any progress.

In the meantime, I'd recommend contacting our Customer Support Team to add you to the list of affected users. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-85234.

Here's how: 

1. Click the Help (?) icon.
2. On the Assistant tab, enter Talk to a human.
3. Enter a short description of your concern and press Enter.
4. Select Contact Us to connect with a live support agent.
5. Choose how you'll want to get in touch with the support.

• Start a chat with a support expert.
• Get a callback from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

While we continue to investigate this issue, please consider having another user create the receipt forwarding email. In the meantime, you can manually upload your expense receipts and bills to add them to your QuickBooks Online (QBO) account. Additionally, you may explore using a  third-party app for this purpose.

For additional information on this process, please refer to the article: Upload your receipts to QuickBooks Online. This resource can also guide on using the Receipt Snap feature of the QuickBooks Online (QBO) mobile app.

If you have any other questions regarding emailing receipts or any other QuickBooks-related inquiries, please don't hesitate to ask. Simply reply here, and I'll be glad to assist you. Have a great day!

Thanks. Checking in. Any update about this ticket? INV-85234

Thanks for joining the thread, @anonymizedperson.

Upon checking, the status of the investigation is still ongoing. To route you in the right direction of support, I recommend contacting our Customer Care Team. This way, you'll be added to the list of affected users and be notified once there's a possible fix.

Here's how you can reach out to them:

1. Go to Help (?), then click Search.
2. Select Contact Us.
3. Please enter your question and tap Continue.
4. Choose a way to connect with a live support agent: Ask the community, Have us call you, or Chat with us.

While we continue to investigate this, please try having another user create the receipt forwarding email. 

In the meantime, you can check out this article for more information on uploading receipts in QuickBooks Online: Upload your receipts and bills to QuickBooks Online.

For future reference, you can read through this resource to learn how to personalize them in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

We appreciate your patience as we continue to investigate this. I'm still all ears if you need further assistance with any transactions. Take care always.

I understand that you've been experiencing an issue with creating an email for receipt forwarding for over a year. To address this issue, here are some steps you can take:

Check Internet Connection: Ensure that you have a stable internet connection. Sometimes, connectivity issues can prevent email creation or submission.

Browser or Email Client: If you're using a web-based email service or email client, try accessing it from a different web browser or email client. Sometimes, the issue could be related to the specific application you're using.

Clear Browser Cache: If you're using a web-based email service, clear your browser's cache and cookies. Cached data can sometimes cause issues with email functionality.

Disable Browser Extensions: Disable any browser extensions or add-ons that might be interfering with the email creation process.

Update Software: Ensure that your email client or software is up to date. Outdated software can have compatibility issues.

Check for Service Status: Sometimes, email services experience temporary outages or issues. Check the service status or official support channels of the email provider to see if there are any known issues.

Contact Support: If the problem persists after trying the above steps, it's a good idea to contact the customer support or help center of the email service provider. Describe the issue in detail, mention that it has been ongoing for over a year, and ask for their assistance in resolving it.

Remember to provide as much information as possible when contacting customer support, including any error messages or screenshots of the problem. 

All procedures done. Your customer support also was able to confirm it's a system problem. Don't blame it on my computer. OK?

It's a system bug. Don't blame it on my computer. Just go fix the bug!

I too am having trouble with this. Is this still an issue? Support cannot help me and hasn't been able to help. One support said it was because of my subscription, is that true?

This is an issue for me as well, has this been resolved. Support has not helped and said it was because of my subscription. Is this true?

I appreciate your efforts to sort out the issue, @megalissa. Upon checking on our end, there's still an ongoing investigation about the email forwarding function in QuickBooks Online (QBO).

In the mean time, to ensure that you receive immediate updates regarding the availability of a fix or resolution of a problem, I recommend that you contact our support team and request to be added to the list of affected users. Here's how you can do it:

  1. Go to Help (?) in your QuickBooks Online company.

  2. Select either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

  3. Choose how you want to reach us (phone or chat).

For future reference, I'm adding these articles about managing your downloaded bank transactions:

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online.

We appreciate your patience while our Engineers are resolving these concerns. You can also share some updates anytime. Take care!

It would be helpful if you could answer the persons question. I have that question also. But I'm trying to set it up for a client as an accountant user. I can't find any info on it it requires a specific subscription level or a specific user type (IE, can only the primary admin set this up). Any help on this question would be appreciated. If you don't have an answer, please don't reply with some mumbo jumbo about reaching out to support as this only adds to the frustration. Thank you for your understanding.

Thanks for joining in this thread, @elizabethaem. Let's perform some troubleshooting steps so you can set up an email to forward receipts in QuickBooks Online (QBO). 

As an accountant, you can still set up a forward receipt email for your client in QBO regardless of the subscription level. You may also give standard users permission to forward receipts. For more details, refer to this article:  Email receipts and bills to QuickBooks Online.

If you've encountered an error message after doing so, let's isolate the issue and perform browser troubleshooting steps. 

First, log in to your QBO account using an incognito browser. You may refer to these keyboard shortcuts:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

Then, set up a forward receipt email again. Once resolved, return to your original browser to clear its cache or utilize a different supported one. 

If the issue persists, I recommend reaching out to our customer support team so they can look into this further and initiate an investigation when necessary.

Additionally, categorize the receipts into the appropriate accounts to ensure your books are up-to-date and accurate.

Feel free to get back to us anytime whenever you have more questions concerning receipts. We're always here to help. Keep safe, and have a good one.

I have an update that can actually help. I found that you have to be logged in as the Master user in the accountant realm to set this up. My feeling based of of this, is that you might have to be a primary admin as a regular user to set it up also. Or at least a company admin.

PS. I don't see many posts that actually answer questions on the community. Just many many copy/paste answers; and the same ones over and over and over.

Having the same issue. So what you're saying is that if I have an accountant linked to my account, I have to get her to create the email?