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jeffdcmusic
Level 1

Receipt forwarding not working

Says email I'm using is incorrect but it matches the verified email address in my account
6 Comments 6
Rose-A
Moderator

Receipt forwarding not working

Thanks for checking in with us, jeffdcmusic.

 

To get this sorted out, you may need to ensure you're setting up the email address correctly before forwarding the receipts in QuickBooks Self-Employed.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Click the Profile icon and then Forward receipts.
  3. Follow the onscreen steps. You may need to verify the email address via text message. Note: If your email address has special characters, you may run into issues. Here's how to change the email address you use to sign in to QuickBooks Self-Employed.
  4. Review the Your receipts must be sent from field. Use this email address to send emails to QuickBooks.
  5. Select the Email me when QuickBooks receives a receipt checkbox if you want to know when QuickBooks starts scanning your receipts.
  6. Hit Done.

 

However, if the setup is correct and still getting the same result, we can do some of the basic troubleshooting steps. You can use these shortcut keys depending on the browser you're using:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

Once signed in, go back and forward the receipts from there. If it rectifies the issue, go back to your main portal and clear its cache to remove the browser's history or you can press CTRL+Shift and Delete key on your keyboard altogether. You may also try accessing your account using another supported browser.

 

In case you need help with categorizing your transactions in QuickBooks Self-Employed, you can refer to this article: Updates to expense categories in QuickBooks Self-Employed. This will help guide you on how to report your self-employed income and expenses.

 

Keep me posted if you have any other questions about QuickBooks Self-Employed. I'm always up to keep helping. Have a nice day!

Rose-A
Moderator

Receipt forwarding not working

Hi, jeffdcmusic.

 

Hope you're doing great. I wanted to see how everything is going about forwarding your receipts. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

catskyfire
Level 1

Receipt forwarding not working

I'm not the original poster, but I've got the same problem.  A couple worked, but then it stopped working.  It keeps telling me my address isn't verified, but the page that tells me what it is has the same address.

It used to work this February, but it's time for me to update things, and it keeps failing.

Mich_S
QuickBooks Team

Receipt forwarding not working

We appreciate your efforts in attempting to resolve the issue with your email when forwarding receipts in QuickBooks Self-Employed, catsky. Allow me to direct you to the right support and suggest a workaround.

 

We recognize the value of your time in managing your business. Based on your situation, it'd be best to get in touch with our Customer Support team. This allows them to look into the issue more thoroughly and advise you on the best action to resolve this.

 

You can access QB Assistant from your browser by navigating to the Assistant area. If you’re using the QuickBooks Self-Employed app, tap the + button, then hit Ask QB Assistant.

 

On the other hand, if you want to interact with a live specialist, follow these steps:

 

  1. Open the Help (?) and hit Contact Us.
  2. Type in “talk to a human”, then hit Continue.
  3. Choose a way you want to connect with us.
  • Have us call you
  • Chat with us 

 

 

Also, note the business hours to make sure experts are available for assistance.

 

In the meantime, I recommend you manually attach the receipts to the transactions or scan the receipt. Here's how to add them to existing entries in QBSE:

 

  1. Open the Transactions menu. If you're using an Android phone or tablet, click the menu ☰ icon and then hit Transactions.
  2. Search and choose the entry you want to attach the receipt to.
  3. Click on browse or Attach receipt.
  4. Pick an image and then hit Save.

 

See this article for more details about handling receipts: Record or attach expense receipts in QuickBooks Self-Employed.


Here are extra modules to learn more about managing entries in QSE:

 

 

We're committed to resolving this issue and making sure you receive the support you deserve. Please let us know if this works or if you need more help with this matter or QuickBooks specifically. Stay safe always.

toddanglin
Level 1

Receipt forwarding not working

I know this thread is old, but I want to echo similar concerns/experience. I have receipt forwarding configured, and it does work SOME of the time. But some forwarded receipts simply seem to get discarded or ignored by Quickbooks without any notice or error message. The receipt is forwarded, I get a confirmation email that it was received by Quickbooks, but then it never shows up in Quickbooks as a new transaction to review.

 

Are there any known limits regarding forwarded email receipts that Quickbooks can't process? Is there any log we can review to see if forwarded transactions failed to process?

JessT
Moderator

Receipt forwarding not working

Hi toddanglin,

 

I want to acknowledge and address your concerns regarding receipt forwarding in QuickBooks Self-Employed. I understand that while you have successfully configured receipt forwarding, there have been instances where forwarded receipts are being discarded or ignored without any notification or error message. This inconsistency can trigger negative emotions, especially when you receive a confirmation email stating that the receipt was received by QuickBooks, but it does not appear as a new transaction for review within the QuickBooks platform.

 

Currently, there are no known limitations regarding the forwarding of receipts. Then, know also that due to the limited features on the platform, there is no log available for us to review in order to determine if forwarded transactions have failed to process. However, there's that Email me when QuickBooks receives a receipt checkbox that you can tick so you'll know when QuickBooks starts scanning your receipts, as mentioned in the above response.

 

Lastly, I can see that my colleague Rose_A has already provided the basic troubleshooting steps that we can suggest from there. It's best to get in touch with our QBSE Support, so they can use more tools to gather more details and investigate this further. Just follow the steps provided by Mich_S.

 

If you have any specific concerns or issues regarding forwarded transactions, please don't hesitate to go back to this thread. I'll be here to answer more questions.

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