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April 17, 2021
Question

I need to add my personal email to be able to forward receipts without adding me as a separate user. Can this be done or do I have to add myself as a separate user.

  • April 17, 2021
  • 1 reply
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1 reply

MaryLandT
April 18, 2021

I'm here to help add your personal email so you can forward receipts, brian-salmon-ali.

 

You need to add a separate user since you can only register one email address per user. Let me show you how:

  1. Sign in to QuickBooks with a user profile as Master admin that has permission to manage users.
  2. Select the Gear ⚙ icon
  3. Choose  Manage users.
  4. Click the Edit link to check each email address.
  5. If you can't locate the email address, click the Add user.
  6. Select a user type, then click Next.
  7. Select the access rights for the use, then click Next
  8. Enter the user’s name and email address, then hit Save.

Once done, go back to the Receipts page and try to add the email addresses. Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Receipts tab.
  3. Select Customize email.
  4. Create a customized email address. It will have @qbodocs.com at the end.
  5. When you're ready, select Customize email and then Confirm
  6. On the last screen, select the users who are allowed to forward emails to your new email address.

Check out this article for additional details: Email receipts and bills to QuickBooks Online.

 

Get back to me in the comment section below if you have any additional concerns or questions. I'll be here to answer them. Have a wonderful day!