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ShiellaGraceA
QuickBooks Team

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Thanks for joining us here, @twoverend.

 

I have some information about the Gmail code. While there isn't a way for us to get rid of the code, you'll want to follow the workaround provided by @KeeganE above. Meanwhile, we gather info about this option, and feedbacks were already submitted to our developers.

 

About the UI format, you can visit our Intuit Developer's forum to post questions like this. On this site, you'll get to see QBO integrations and applications, and enable your application to access production to QBO. Here's the link: https://developer.intuit.com/app/developer/homepage.

 

Additionally, here's a link that covers all the tasks you can do when using the vendor and expenses feature.

 

Reach out to me if you have other questions or concerns with expenses or your QBO account. I'll be here to assist you. Take care and have a nice day ahead.

ohadios
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

That will not work, since Quickbooks will only accept emails from pre-defined email addresses - specifically email addresses associated with your QBO Users.

So unless you start creating a user for each one of your vendors sending you bills, that will not work.

It's also not very plausible as a solution since the same email used to email receipts is typically associated with any other communication that the vendor may send you....

ohadios
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

That will not work, since Quickbooks will only accept emails from pre-defined email addresses - specifically email addresses associated with your QBO Users.

So unless you start creating a user for each one of your vendors sending you bills, that will not work.

It's also not very plausible as a solution since the same email used to email receipts is typically associated with any other communication that the vendor may send you....

Genbooks21
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

It's unbelievable that this still hasn't been fixed. None of the 'quick fixes' posted in this thread are viable solutions to the problem.

Catherine_B
QuickBooks Team

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Hello, Genbooks21.

 

I can direct you to the right support that will help you set up our receipt forwarding option. You'll want to reach out to our Phone Support Team who has the tools that can look into your acccount. They can also pen a case so they can further investigate. You can check out this link for more detail on how to contact us and our support hours and types: QuickBooks Online Support.

 

You can check out these articles on how to manage transactions:

 

I'm just around if you have other questions. Take care!

 

Genbooks21
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Spent literally 1.5 hours on QBO support line yesterday to inevitably be told that yes, the issue is currently unsolved, there's no way around the gmail verification code requirement. Thanks for your comment but next time please try to understand the issue, I wasted a lot of time. 

 

This issue is still unsolved, confirmed by QBO support.

Genbooks21
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

I literally spent 1.5 Hours on the QBO support line yesterday to inevitably be told that yes, the issue is still unsolved, there is no way around the Gmail verification code requirement. Thanks for your reply but please try to actually understand the issue. I wasted a lot of time following your recommendation.

 

This issue is still unsolved, confirmed by QBO support.

Mordechai Reshef
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

As a developer, I know its a small efort to the return.

Please allow the feature of the code confirmation. you can just scan it a  receipt. it will be good enough for now.

We want to stop concerning about invoices.

we dont want to do it manually.

Currently, the email feature is useless if we cant forward the invoices automatically.

I am sure a lot of users are in a need of it.

Please let us know whats the current status of this feature.

From My end it's a deal-breaker whether I am going to continue using QuickBooks.

 

Thanks,

Mordechai.

 

 

sylvain8
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Same thing here other than I only spent 1H, I had to go after that. The customer support person was completely clueless about my issue and did not understand at all what I was trying to solve. On my hand it's a dealbreaker, I will not be using Quickbooks but go to the competition.

sylvain8
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

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!

nmballa
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

This worked like a charm. I have all my receipts and invoices forwarding in to quickbooks now. Thanks for sharing!!!

austinkoehn
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Genius. Thanks for sharing!

RedPlatypus
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Thank you for sharing, works like a charm. If there was a default option provided by QB I never would have discovered Google Scripts! So something positive out of a feature that should be included by default.

jde_sbcs
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Exactly the kind of answer I needed (I suspected this was the solution but wanted a confirmation). Won't work for less techy types, though. QBO needs to make it so that their system allows a temporary "pass through" mode that will show all emails received as receipts even if theres nothing to extract, then you can extract the code there yourself manually. After an hour or whatever the pass-through mode can end and non-receipts will go back to being filtered/ignored.

HikeTheGap
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

I'm really hoping your solution works, but I'm not able to forward to my own email address. I get the error message Invalid forwarding address. You cannot specify your own email address.

The email address you posted has been redacted.

 

If I'm understanding correctly, in the Gmail settings of my google workspace email (for example name @ yourdomain.com) I should forward the email to that same address? Thanks in advance! It's pretty silly that this has been an issue within QB for YEARS and they have no rectified it.

Kabadisha
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

The forwarding address is the QuickBooks forwarding address. e.g. yourcompany@qbodocs.com

You can find/set it up in QuickBooks under: Bookkeeping > Transactions > Receipts > Manage forwarding email

ItBetterWorkDammit
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Why is it so hard to get Quickbooks Support to understand what users want to do with this forwarding email feature?

It's so simple.

Every month my business pays a phone bill via autopay. The vendor sends the receipt by email. I want to have the vendor email the receipt directly to [email address removed]. No need to email it to any person in my office.

So each month when the janitorial service processes the payment, it will email the receipt to my Quickbooks forwarding email.

When I pay for a meal by credit card, I want the receipt emailed directly to the Quickbooks forwarding email.

Every time I pay by Stripe, Square, Clover, Venmo, Zelle, or any other vendor that has the capability of emailing a receipt, I want it by default to email the receipt to the Quickbooks forwarding email.

It would eliminate several steps from my workflow and make everything so much more efficient.

DHeraV
Moderator

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Hello there.

I can see the urgency of resolving this as soon as possible to get you back in working order. Know that we only wish you to experience the best kind of service. 

However, to ensure that this gets sorted out, I recommend reaching out to our QuickBooks Support Experts again. They can securely review your account to furtherly investigate your situation to provide you with a timely solution.

For the time being, you can check out this link where you can search for articles that can serve as your reference and guide you in managing your QuickBooks account: QuickBooks Help Articles.

I'm looking forward to getting this resolved. Feel free to leave a reply if you require further assistance. The Community team always has your back. Keep safe.

mlnadmin
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

THANK YOU @luisq!  I was having a brain fart being stuck on gmail.  Then I saw your post about outlook.com and it clicked!  It reminded me of the fantastic forwarding rules that outlook.com and Outlook share.  I set up another email address there, set up my rules and POOF it just worked first try.  I set mine up to require specific words as the beginning of the subject line to route only those email and avoid spam.  I tried a few different email platforms I have access to, but outlook is the only one that would forward the message with the correct email addy in the from field.

 

For what it's worth, I did manage to get the code for gmail.  On the first try of sending an email to test the forwarding, the QBO app actually sent an email back to my gmail address that I was trying to set up auto-forwarding for which had the code in it.  After adding the new address to QBO and setting everything up, only manual forwarding worked, not auto.  Changed the rule to auto-forward to another email for testing, I saw that the email from address in the auto-forward email was the ORIGINAL email, NOT the email address set up with QBO.  Example:

 

Gmail Auto-forward by way of rule:

original-at-email.com - send to qbofwd-at-gmail.com - message is sent as FROM original-at-email.com 

NOT accepted by QBO 

 

Gmail Manual forward no rule:

original-at-email.com - send to qbofwd-at-gmail.com - message is sent as FROM qbofwd-at-gmail.com

IS accepted by QBO

 

Other email platforms would simply redirect showing some other auto-generated email or the original email - nothing would work.

 

Basically, the only way auto-forwarding rules work is IF the email addy you are using will forward your messages on showing your 'approved' email address as the FROM address.

 

All that said, I think it is absolutely deplorable that a company the size of Intuit cannot get a couple of brain cells to collide and provide functionality of a RECEIPT SUBMISSION USER ONLY role in ALL of their platforms.  I'm so tired of reading the canned post about posting your "wish list" for us to see and we'll look into it garbage - this has been on Intuit's plate for OVER THREE YEARS.  Does not give me a lot of confidence in the programming capabilities of this company if they cannot make this simple change in this amount of time.

 

Wishing for an official solution, but sadly not expecting it from Intuit.  Thankfully we have the assistance of other users who provide more help than the Intuit team has in this situation.

mlnadmin
Level 1

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Actually QB should just have a user type available for receipt submission only.  That is what is needed.  OR even better, just set it up in the program which email addresses (not users) are allowed to submit receipts.

 

I think it is ridiculous the lengths we have to go to just to give staff the ability to submit receipts for approval.

JamesAndrewM
QuickBooks Team

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Hello there, 

 

I can see how convenient it is for you and your business. Currently, this type of user is unavailable in QBO. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback

 

You can utilize this article for future reference: Customize reports in QuickBooks Online.

 

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

Matriarch4
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Is there still no resolution to this issue? Has anyone tried to contact Gmail for their input on a solution? Just wondering before I jump down that rabbit hole...

SheandL
QuickBooks Team

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Hello there. Let me share an update regarding this thread, @Matriarch4.

 

The custom email is designed to receive and process forwarded receipt images and documents. Currently, it's still unavailable to accept or process codes from Gmail or any other email service. Also, you can contact Gmail Support to check if the validation process can be bypass.

 

Since incorporating this feature into our software benefits your business, I recommend sending a request to our product engineering team so they can consider including this feature in the upcoming updates. To do so, here's how:

 

  1.  Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

Also, if you wish to personalize your sales forms in QBO, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can freely post again in the Community if you have other questions regarding the forwarding filter for QB expenses while using Gmail. The Community is always here to help you.

elhide
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Fun Fact: Gmail forwarding now works. I successfully set it up on 2/19/24  
You have to have some patience, though.
  1. Set up the 'Manage forwarding email' in QBO from the receipts tab.
  2. Could you give QBO some time, say 15 minutes, to get the new email into Intuit's servers?
  3. Verify the QBO Users have access to use receipt under Manage Receipt Users
  4. Go to Gmail that your invoices are sent to (it must be a  QBO user email account that is allowed to Manage Receipts in step 3 ), and in Gmail Settings, go to Add a forwarding Address
  5. Enter the new QBO  yourchoice@qbodocs.com
  6. Gmail will tell you it is sending a notice to get a verification from that address
  7. Stay calm and wait an hour +/-; Intuit will eventually send your Gmail a response about the verification code. This email will contain a link that will tell Gmail forwarding is okay. The code is hidden in that link.
  8. This is the message: We have received an auto-forwarding request from your email address to the Intuit destination email.


    Please acknowledge that you have taken the following actions for the best forwarding experience.

    1. Please set up appropriate rules to only forward receipts and bills to your Intuit destination email address.
    2. Make sure you do not auto-delete forwarded emails to retain a copy in your email.

    To enable auto-forwarding on your destination email, click here.

  9. Hit the Confirm button on the next screen.

  10. Refresh Gmail so the new forwarding address will display in the dropdown box. Forward it to:

  11. Gmail can now forward, and QBO will now accept.

  12. Create your forwarding filters in Gmail.

  13. Test

  14. Your Vendors must send invoices to this Gmail account for QBO to accept them into QBO. 

  15. Vendors can not use yourchoice@qbodocs.com

  16. Yeah!

 

elhide
Level 2

I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Fun Fact: Gmail forwarding now works. I tried to set it up on 2/19/24  
You have to have some patience.
  1. Set up the 'Manage forwarding email' in QBO from the receipts tab.
  2. Could you give QBO some time, say 15 minutes, to get the new email into Intuit's servers?
  3. Verify the QBO Users have access to use receipt under Manage Receipt Users
  4. Go to Gmail that your invoices are sent to (it must be a  QBO user email account that is allowed to Manage Receipts in step 3 ), and in Gmail Settings, go to Add a forwarding Address
  5. Enter the new QBO  yourchoice@qbodocs.com
  6. Gmail will tell you it is sending a notice to get a verification from that address.
  7. Stay calm and wait an hour +/-; Intuit will eventually send your Gmail a response about the verification code. This email will contain a link that will tell Gmail forwarding is okay. The code is hidden in that link.
  8. This is the message: We have received an auto-forwarding request from your email address to the Intuit destination email.


    Please acknowledge that you have taken the following actions for the best forwarding experience.

    1. Please set up appropriate rules to only forward receipts and bills to your Intuit destination email address.
    2. Ensure you do not auto-delete forwarded emails to retain a copy in your email.

    To enable auto-forwarding on your destination email, click here.

  9. Hit the Confirm button on the next screen.

  10. Refresh Gmail so the new forwarding address will display in the dropdown box. Forward it to:

  11. Gmail can now forward, and QBO will now accept.

  12. Create your forwarding filters in Gmail.

  13. Test

  14. Your Vendors must send invoices to this Gmail account for QBO to accept them into QBO. 

  15. Vendors can not use yourchoice@qbodocs.com

  16. Yeah!

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