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Anonymous
May 9, 2021
Solved

Receipt forwarding not working for verified email

  • May 9, 2021
  • 1 reply
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I am struggling to get Quickbooks Self employed to convert my emailed receipts to transactions.  I sent an email with a receipt attached in .pdf format from my verified email address to [email address removed], but nothing happens. I ticked the box requesting a return email when it was processed, but 24 hours later nothing has happened.

 

I'm wondering whether it might be due to the fact I changed my company name and email address after I opened the account.  I have verified the new email address, so it should work, but it doesn't.

 

Can anyone help?

Best answer by MariaSoledadG

Let's make sure to fix this issue, HealthBrokers.

 

Generally, after you have successfully set up the email address to forward receipts from and performed the troubleshooting steps provided by @RenjolynC, this should work the way it used to be. Since you're still getting the same error message, I'd recommend contacting our Customer Care Support. They can pull up you're account, securely, and create a case or ticket ID to be submitted to our engineers for further investigation about this unexpected behavior.

 

I've got these articles that you can read in case you need ideas about categorizing transactions: Categorise transactions in QuickBooks Self-Employed.

 

Reach out to us if you have any concerns about forwarding receipts. The Community is always here 24/7.

1 reply

C
ChristieAnn 11
May 9, 2021

Hi there, Ivybridgepodiatry.

 

Thanks for visiting QuickBooks Community. I appreciate you for sharing detailed information about the verified email address.

 

When setting up or sending email receipts to QuickBooks so it automatically records them, you'll have to make sure that you're using a registered email for it to work. Since you've confirmed you have verified the new email address, I suggest ensuring that you set up receipt forwarding correctly.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Choose the profile ⚙ icon. Then, Receipt forwarding.
  3. Follow the onscreen steps. If your email address has special characters, you may run into issues. Here's how to change the email address you use to sign in to QuickBooks Self-Employed.
  4. Double-check the Your receipts must be sent from field. Use this email address to send emails to QuickBooks.
  5. Choose the Email me when QuickBooks receives a receipt checkbox if you want to know when QuickBooks starts scanning your receipts.
  6. Hit Done.

 

For additional information on how to perform the process and to ensure that you record it accurately, you can click this article: Forward receipt images to QuickBooks Self-Employed.

 

If the issue continues to occur, I reccomend contacting our QuickBooks Self Employed. They have the tools to pull up your account to check the forwarding receipts set up so they can investigate the cause of the problem. 

 

Please refer to this article to view information on how you can categorise the transactions to puts your entries on the correct account: Categorise transactions in QuickBooks Self-Employed. This is to make sure that your income and expenses organises properly so you know what areas of your self-employed business have the biggest impact.

 

Let me know if you have additional questions or anything else that I can help you with. I appreciate you for bringing up your concern, have a safe and relaxing weekend ahead.

A
Anonymous
May 9, 2021

Thank you for your detailed answer to my question.  Unfortunately I tried all that before I posted the question.  The email just seems to be ignored. No acknowledgement email and no transaction created.  It is not rejected as undeliverable either.

 

How do I get personalised 1 to 1 support? All I can find is this community or an automated chat bot.  Is that because it is Sunday? Is the chat manned during office hours?

 

Kind regards,

Jackie Thomas

 

RenjolynC
RenjolynC
May 9, 2021

Hello again, Jackie Thomas.

 

I'd like to share a solution.

 

Sometimes, the cache stored in your browser gets corrupted and can cause issues with some features in your account. To rule out any browser-related problems, let's try opening your account in a private browser or incognito. This mode prevents your browsing history from being saved.

 

Here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Once signed in, try to convert your emailed receipts and send it. If it works, go back to your regular browser and clear its cache. Clearing cache fixes certain problems, like loading or formatting issues on sites. Please make sure to close and re-open your browser afterwards.

 

On the other hand, you can try using a different supported browser.

 

If you're still getting the same result, you can click the QB Assistant button to get a quick and personalised answers. One of our live support can pull up your account and investigate the issue further.

 

The steps to contact support is included in this article: Contact QuickBooks Self-Employed Support.

 

Please keep us updated on the result. You can always get back here if you have other questions or concerns. Stay safe!

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