Hey rob94708,
Thank you for connecting with the QuickBooks Community. In order to stop incoming emails from being treated as QuickBooks Receipts and instead be processed as Bills, you need to customize a QuickBooks email address to forward to and set up auto-forwarding rules in your email provider (like Gmail) to automatically send bills and receipts to that address.
1. Customize a QuickBooks Email Address:
- Go to Transactions > Receipts .
- Select "Forward from email" .
- In the "Enter email address" field, create a customized email address . It will have to end with "@qbodocs.com".
- Follow the prompts to verify and save the email address .
2. Set up Auto-Forwarding in Your Email Provider (e.g., Gmail):
- Go to your Gmail account and select Settings, then "See all Settings" .
- Select "Forwarding and POP/IMAP" .
- Add the QuickBooks email address as a forwarding address and proceed .
- Follow the prompts to verify the forwarding address .
- Create a filter to automatically forward emails from the vendors you get bills from to the QuickBooks email address .
3. (Optional) Give Users Permission to Forward Receipts:
- Go to Transactions, then select Receipts.
- Select Manage forwarding email.
- Turn on the toggle for the users you want to give permission to forward receipts.
- Note: If you haven't set up users yet, select Add new user.
Please let me know if you have additional questions or concerns! My team and I will be here to help. See you around.
