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August 12, 2020
Question

How do i create my receipt email? @qbodocs

  • August 12, 2020
  • 1 reply
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1 reply

Steven_Product Champion
August 12, 2020

Hi sandra-eid,

 

To get started you will need to create a custom email address so you can forward images of your receipts and bills, even when you're on the go. To create the custom email address:

  1. Go to the Banking menu or Transactions menu.
  2. Select the Receipts tab.
  3. Select Customise email.
  4. Create a customised email address. It will have @qbodocs.com at the end.
  5. When you're ready, select Customise email and then Confirm. Note: Once you claim an email address, you can't change it.
  6. On the last screen, select the users who are allowed to forward emails to your new email address.

For the steps on how then to forward images of receipts and bills to QuickBooks you can click here.

 

Let me know how you go, 

 

-Steven