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July 27, 2022
Question

Current role is Take Payments Only, also need them to be able to use the Submit Expense Claims option. QBO says email already in use and won't allow both roles.

  • July 27, 2022
  • 1 reply
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There does not seem to be a custom option for taking payments and submitting expense claims using the same email address. Employee is set up to take payments but when trying to add them to submit expense claims it states their email is already in use.

1 reply

July 27, 2022

Welcome to QuickBooks Community, info-atlasproduc.
 

I appreciate you for sharing your concern here. I can see how convenient to use one email for taking payments and submitting expense claims in QuickBooks Online. Based on the error you received, we'll have to use a different email address for the expense claims. 

QuickBooks will set up a profile for taking payments, and this process will recognize the email address you're using. With that, the system will look for another email address for submitting their expense claims. That said, we recommend using another email address to accomplish them.

 

We can take read these article for more information about completing tasks when setting up payments and expense claims:

 

 

Also, we can use this as reference about running payroll reports in QuickBooks Online: Run payroll reports. It will help you identify what specific payroll report you need.


Do you have other questions about your employee's setup, handling email addresses, or anything related to QuickBooks? Please let me know in the comment section. I'm right here to help you in any way that I can. Take care.