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D
derek_c
April 25, 2025
Question

No option to set up Forward from Email

  • April 25, 2025
  • 1 reply
  • 0 views

Hello,

 

I have just opened a new QuickBooks Online Sole Trader account. I want to send receipts to QuickBooks via email. I tried to follow the instructions, but there is no option to set up an email inbox in the "Receipt" tab.

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/accounts-payable/email-receipts-bills-quickbooks-online/L7r2LAQ7C_US_en_US?uid=m9wns3sj

 

What am I missing? Or do I need to upgrade my account to use this feature?

 

Thanks in advance.

1 reply

L
LeizylM
April 25, 2025

Setting up the email inbox for forwarding receipts is available in QuickBooks Online (QBO) Simple start and QBO Plus. To use this feature you'll need to update to the latest version of QuickBooks. I've outlined the steps on how to upgrade your plan.

 

  1. Sign in to QuickBooks as a primary or company admin.
  2. Go to Settings and click Subscriptions and Billing.
  3. Under Your Subscriptions, click Upgrade your plan below the QuickBooks section.
  4. Review the available plans and then select Choose Plan.
  5. Follow the on-screen steps to upgrade your plan.

 

Also, I'll be sharing these links that will help you with other ways to upload your transactions and how to match them in QuickBooks:

 

 

If you have other questions about forwarding receipts and product upgrades, let me know by clicking the Reply button below. I'll make sure to get back to you promptly.

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