I asked gmail to forward a certain receipt that comes once a month to my @qbodocs.com email address. Gmail wants to verify it, how can I verify?

Hi there, @flex411-gmail-co.

The option to check the code that was sent to your QuickBooks email address is unavailable. As a workaround, you can send the receipts individually to your customized QuickBooks email.

For more information on how to manage your receipts in QuickBooks, you can check out this article: Email receipts and bills to QuickBooks Online.

I've also added this article that can help you match your receipts in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online. This also contains troubleshooting steps you can perform whenever you encounter any issues while matching or downloading the bank transactions.

Please don't hesitate to tag my name in the comment section below if you have other questions. I'd be glad to answer them for you. Take care.

Thanks, can i add this to the suggestion box? I just need that code sent from the google server, it would be a HUGE time saver.

Good Afternoon, @FelixZ. 

I hope you're having a great day so far. I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases for the QuickBooks Online. 

You can also check out our QuickBooks Blog to see what's new in the product. 

If you have any other questions or concerns, just let me know. Have a splendid day!

Bump, this will be a huge time saver. We use Gsuite for business and it's not possible to setup forwarding without verifying the email address we want to forward to. 

I was able to work around this by using a group in gmail and making my QB address a member of that group, however it still doesn't work.

The "From" address on the email doesn't get changed from the address of the company that sent the receipt, and so QuickBooks rejects the email because that's not one of your listed senders in QuickBooks.

I was searching for solutions in case someone else found a workaround for this limitation, but so far I don't see anyone else that has even gotten as far as I have.  :-/

Thank you for sharing what you did, sherbang. 

At this point, I would recommend contacting our Support to check your setup further. They can use a screen-sharing tool throughout the process to get to the bottom of this. They are open from 6 AM to 6 PM PT, Monday through Friday.

1. Click on Help and select Talk to a human.
2. Enter a summary of your concern or a keyword like forwarding receipts to QBO.
3. Choose I still need a human and click Contact Us.
4. Choose Start a message or Get a callback.

If you have other questions please let me know.

For those of you still struggling to verify your gmail forward to Quickbooks, I have a workaround solution, which will give you the same functionality using Zapier - this is working for me - Although, you would have thought QB would resolve this verification step issue, surely it's not too difficult for them to show you the code when you login. 

Here's a link to the Zap https://zapier.com/apps/gmail/integrations/gmail/9993/send-emails-from-gmail-when-you-label-new-mess... - you will need a zapier account, I think the free account would still work for this, if you don't already use zapier.

I set this up so when I add a label to an email in Gmail, the Zap runs and sends the attachment to Quickbooks. 

You can add forwarding through the admin console which does not require verification

go to 'Apps' > 'Google Workspace'.

Once there click on the icon for Gmail

Scroll down and click on 'Default routing'

And then click on 'Configure' or 'Add another'.

Under 'Single recipient' enter the Google Workspace email that will be forwarding the emails to QBOdocs.com.

Then on the step 2, select the option for 'Also deliver to - Add more recipients'.

Click on 'Add' and enter the email address for qbo docs'.

Finally, select the option for 'Perform this action on non-recognized and recognized addresses' and click on 'Save'.

This should take just few minutes to propagate

https://support.google.com/a/answer/2368153

This is great, and thank you for sharing. I have one question, though:

It seems as though this will forward any email from a "non-recognized" address. Should I set up, for example, an internal email within GSuite to which incoming receipts can be filtered to? For example, I receive an receipt at my personal email, filter it to the general internal receipts inbox, and from there it is autoforwarded to QBO?

Just want to make sure I'm not sending/sharing every email that comes through from a new sender to QBO.

Thank you for your help/guidance!

Can't believe QBO doesn't offer a simple solution for this!!

You won't be able to verify but I have found a workaround. It will take 10 minutes to set up but it is working

https://www.gozynta.com/blog/posts/quickbooks-online-gmail-receipt-forwarding/

I spent hours trying to solve this, happy that I could find this resource!

Yes, I had the same thought. It would seem that there is no way to delineate emails labeled "receipt". Anyone have any ideas?

Hello, @HikeTheGap.

Can you tell me more about the concern that you have? That will surely help us provide an accurate solution to the concern that you're having.

You can click the Reply button below to add more details.

I'm looking forward to hearing from you soon! Take care, and have a wonderful day! 

Any new assistance with this issue?

I get multiple invoices to my email and tried to set up my @qbodocs.com email in gmail to automatically forward to create invoices.

gmail asks me to verify the email with @@qbodocs.com  with a code, how this can be done? do I have access to that email ?

Thanks for following up on this situation, @Anatee. Let me provide additional details to set this up successfully.

You won't receive verification codes from @qbodocs.com, so there's no need to access it. Instead, check your Gmail for a new email link to set up Gmail auto-forwarding. Follow the step-by-step instructions below to complete the setup:

1. Go to your Gmail account and select Settings, then See all Settings.
2. Select Forwarding and POP/IMAP.
3. Select Add a forwarding address and enter the QuickBooks email address.
4. Select Proceed. You will see the message 'A confirmation link has been sent to the QuickBooks email address to verify permission. Select OK.
5. Check your Gmail inbox. You'll see a new mail with the subject Action needed to enable Gmail auto-forwarding.
6. Grant permission by clicking the verification link in the email's body.
7. In Settings, select Filters and blocked addresses.
8. Create a new filter and add the email address for forwarding bills and receipts.
9. Select Forward it to and enter the QuickBooks email address.

Check this article for detailed steps: Email receipts and bills to QuickBooks Online.

I've also added this article to help you match your receipts in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online. 

Please let us know if you have any other questions about managing receipts. We'll do our best to respond promptly. Take care.

[email address removed]

Hello, costco 111.
 
I want to ensure I can provide the help you need. Can you share some information about your concern? 
 
I'm looking forward to your reply. Thank you in advance, and have a great weekend.

Hi there—

Thanks for providing these steps, however I wonder if you might be able to provide a bit more guidance? Once I get to step 5, I cannot proceed, as I do not get an "Action" email in my own inbox (and I've checked all filters, folders and Spam). So I'm stuck in a loop where I can only forward my invoices/receipt to QBO individually, which is a huge time suck.

Does anyone have an actual working workaround? (I pay for Google Workspace and Quickbooks, so I'm weary of paying for yet another service just to make the two talk to each other nicely).

Thanks! 

Hi there—

Thanks for providing these steps, however I wonder if you might be able to provide a bit more guidance? Once I get to step 5, I cannot proceed, as I do not get an "Action" email in my own inbox (and I've checked all filters, folders and Spam). So I'm stuck in a loop where I can only forward my invoices/receipt to QBO individually, which is a huge time suck.

Does anyone have an actual working workaround? (I pay for Google Workspace and Quickbooks, so I'm weary of paying for yet another service just to make the two talk to each other nicely).

Thanks! 

Hi there—

Thanks for providing these steps, however I wonder if you might be able to provide a bit more guidance? Once I get to step 5, I cannot proceed, as I do not get an "Action" email in my own inbox (and I've checked all filters, folders and Spam). So I'm stuck in a loop where I can only forward my invoices/receipt to QBO individually, which is a huge time suck.

Does anyone have an actual working workaround? (I pay for Google Workspace and Quickbooks, so I'm weary of paying for yet another service just to make the two talk to each other nicely).

Thanks! 

I appreciate you for joining the thread, Theajc, and for all the steps you have taken. I can see that you're having trouble with step 5 in setting up email receipts, and I'll help you get through it successfully.

To enable Gmail auto-forwarding to your QuickBooks email, you need to be an account administrator. First, let's create a custom email address to forward to and grant the user permission to forward the receipts.

To create the custom email address, follow these steps:

1. Go to Transactions on the left panel and then select Receipts.
2. Click Forward from email.
3. In the Enter email address field, create a customized email address. It'll have to @qbodocs.com at the end.
4. When finished, select Next.
5. Double-check the email, and then select Looks Good.
6. Select Done.

Afterward, give the user permission to forward receipts as follows:

1. Go to Transactions on the left panel and then select Receipts.
2. Select Manage forwarding email.
3. Turn on the toggle for the users you want to permit to forward receipts.
4. Once completed, click Close.
    

After completing these steps, we can proceed following the steps in the setup automatic forwarding to your QuickBooks email address section. 

In case the issue persists, I recommend contacting QuickBooks Online support. They can securely access your account and provide troubleshooting further troubleshooting assistance, including screen sharing if necessary.

Also, you may find this article helpful in making the receipt tracking process more efficient: Upload your receipts to QuickBooks Online.

You can always ask questions and share your concerns regarding email receipts or other QuickBooks-related matters. We're here to support you every step of the way.

@JorgetteG Thank you for your quick reply, however you haven't really helped me in this situation. All you've done is include the step-by-step instructions that were already provided and I had already done, so there's no new information here. The link you included goes to the same support article with the same instructions I was following—and having trouble with—in the first place. I commented here hoping someone could provide me additional information not already readily available online. Given that I said I was stuck on Step 5 of the Gmail auto-forwarding instructions

(5. Refresh your Gmail inbox. You will see a new mail with the subject 'Action needed to enable Gmail auto forwarding'. Grant permission by selecting the verification link in the body of the email. Note: If your email address is not registered with Quickbooks, you will get an email saying: 'Your email isn't setup for receipt and bill forwarding'. Contact your QuickBooks admin to help you set this up.)

I'm not sure why you've included the preceding steps and instructed me to complete those, with photos. I have already done them—I already have my QBO custom email address created and have been using for for years. I am the ONLY administrator of my Google Workspace setup and already correctly set up my forward from email.

While I appreciate your quick reply, it's exceedingly frustrating to have someone on the Internet attempt to answer a question with the same information the question was about, and isn't helpful. Do you have any other recommendations beyond pointing me back to the same article online I've already read multiple times, or directing me to Quickbooks support (because I also already tried that, and it too was a fruitless pursuit, as they said they couldn't do anything and I'd have to talk to Google, and Google said they couldn't do anything and I'd have to talk to Quickbooks, so as you can see, it's just a vicious loop that goes round and round in which there's zero actual help...

Thanks! Anyone out there have a workaround that actually works? 

Thank you for your quick reply,@JorgetteG, however you haven't really helped me in this situation. All you've done is include the step-by-step instructions that were already provided and I had already done, so there's no new information here. The link you included goes to the same support article with the same instructions I was following—and having trouble with—in the first place. I commented here hoping someone could provide me additional information not already readily available online. Given that I said I was stuck on Step 5 of the Gmail auto-forwarding instructions (5. Refresh your Gmail inbox. You will see a new mail with the subject 'Action needed to enable Gmail auto forwarding'. Grant permission by selecting the verification link in the body of the email. Note: If your email address is not registered with Quickbooks, you will get an email saying: 'Your email isn't setup for receipt and bill forwarding'. Contact your QuickBooks admin to help you set this up.) I'm not sure why you've included the preceding steps and instructed me to complete those, with photos. I have already done them—I already have my QBO custom email address created and have been using for for years. I am the ONLY administrator of my Google Workspace setup and already correctly set up my forward from email.

While I really do appreciate your quick response, it's exceedingly frustrating to have someone attempt to answer a question with the same information the question was about, and isn't helpful—it only makes it seem as if you didn't even read the question in the first place. Do you have any other recommendations beyond pointing me back to the same article online I've already read multiple times, or directing me to Quickbooks support (because I also already tried that, and it too was a fruitless pursuit, as they said they couldn't do anything and I'd have to talk to Google, and Google said they couldn't do anything and I'd have to talk to Quickbooks, so as you can see, it's just a vicious loop that goes round and round in which there's zero actual help...

Thanks! Anyone out there have a workaround that actually works?