Setting up email receipts forwarding does not work.

Hi there, escanlan-strateg. 

At the moment, we've been receiving reports about forwarding emails for receipts. Rest assured our product engineers are working on an investigation to determine its case and formulate a permanent solution. 

For now, I suggest contacting our Customer Care team to get added to a list of affected users. This allows you to receive updates via email about this investigation.

Here's how to reach them: 

1. Click the Help menu in the upper-right-hand corner.
2. Type in "Talk to a human", then press Enter.
3. Look for I still need a human and click on it.
4. Click Get help from a human or Contact Support Team.
5. Select between Send a message, Schedule an appointment, or Get a callback.

To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: Support hours and types.

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

• Email receipts and bills to QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

I appreciate your patience as we work through this. If you have other concerns about setting up email, please don't hesitate to drop a comment below. I'm always here to help. Have a good one!

This is not an "at the moment" situation.  I have been trying for weeks to get the forwarding email set up and always get the same error.  I can't imagine this is affecting all QBO users.  QB claims to be the leading business bookkeeping software and there is a costly premium to utilize it -  It would be appreciated if a qualified technical support agent could address and correct this succinctly.  

Thanks for getting back to this thread, @escanlan-strateg.

Upon checking, the investigation with regard to the error message "There was a problem creating your email. Try again later." is still open. 

Our engineers are all hands on deck to get a fix so you can continue forward images of your receipts and bills. 

On the other hand, you can reach out back to our support so they can provide further details about the status of the investigation.

Here's a quick guide on how to use the Receipts tab to edit and review the transactions created from your receipts and bills. 

Once your bills and receipts are in QuickBooks. Follow these steps to review and categorize them into the correct accounts.

I'm always here to lend a hand, escanlan-strateg. Your success with QuickBooks is our top priority.

I am having the same exact issue and have for months. The OP posted in March and this is still an issue?

I recognize the inconvenience of not being able to forward images of receipts and bills and how it impacts your experience, @smccann.

This occurrence is currently our engineers' top priority. Rest assured, a permanent fix will implemented soon.

Please know that the time it takes to fix issues varies depending on their complexity and may require extensive investigation, testing, and collaboration between different teams.

If you haven't contacted our support team yet, it's best to reach out to get your company added to the list of affected ones and stay updated on the progress. Our representatives can provide more specific information about the case and an estimated timeline for resolution.

Before that, check out our support hours so you’ll receive responses quickly. Then, follow the steps below to connect with us:

1. Sign in to your QuickBooks Online account.
2. Go to the Help (?) menu.
3. Select the Search tab, then click Contact Us.
4. You can enter “An error occurred when setting up receipts forwarding” in the field.
5. Tap Continue.
6. Click the Chat or Callback option.

Once you manage to forward your receipts and bills, you can edit and review them using the Receipts tab. Make sure to categorize the transactions properly so they'll be posted into the right accounts.

You can always visit this page if you need additional assistance operating your transactions. I’ve got you covered.

According to other posters, this has been a known issue for months with the same responses to posts. Any eta on a fix?

This has apparently been a problem for months. Any eta on a resolution?

Seeing how this has gone on for 10 months, is there any solution yet.  I get the same message. 

Hi there, rob-latimer-righ.

I have checked and confirmed the status of the ticket created regarding this issue has already been resolved.

Our engineers have looked into this issue wherein users like you are getting an error trying to set up receipt forwarding. We have found out that users have had success by having another Company Admin or Accountant User create the receipt forwarding email.

That means that all we need to do to set up email receipt forwarding is have another user with admin access or an accountant user do it.

Otherwise, if the issue persists, you can reach our Support Team using the steps provided by my colleague MadelynC above.

Feel free to leave your follow-up questions or other concerns in the comment section below. I'll be here to help.

New to QBO and have decided this was a "next step" for me to use. On 12/2/23 this is still not working. Getting all the messages that others have stated since March 2023. What the heck! When is this feature going to work?

Ok, that was a strange work around to set up another admin. to give me the primary user an email address and rights to forward receipts, but you know what, it worked!

Question, when I tried to forward an email receipt that was simply text in the body of the email and dollar value, - NO PDF, etc. I got a message that QB could not read the receipt?  What format works for forwarding? 

Greetings, @rob-latimer-righ. Thanks for posting in the Community!

I'm glad to hear that my colleague's advice works. I'll be assisting you today with the correct formatting when forwarding an email receipt. 

When forwarding images of receipts and bills to QuickBooks, the photo's file type must be a PDF, JPEG, JPG, GIF, or PNG. You have to make sure each image or file contains only one receipt.

You should email the image to your custom email address @qbodocs.com. It may also take a few minutes to send. Note that you can send multiple receipt images in one email. The file size of the email attachment must be between 46KB and 20 MB.

QuickBooks automatically pulls dates, amounts, vendors, and the last four digits of the credit card from the image. It's important to ensure that email receipts are forwarded with clear and precise letters, characters, and values for QuickBooks to read them precisely.

You can also check these articles to help you learn how to use the Receipts tab to edit and review the transactions created from your receipts and bills. Furthermore, ensure proper review and categorize them into the correct accounts for accurate posting.

If you require additional guidance concerning forwarding an email receipt in QuickBooks Online, please don't hesitate to respond. Keep safe!