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R
RafaParra
March 19, 2024
Question

How can I send an automatic email when vendors send me bill to the Quickbooks provided email?

  • March 19, 2024
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

K
Kurt_M
March 19, 2024

It's a pleasure to have you here today, Rafa.

 

If your vendor is also a QuickBooks Online (QBO) user, you can achieve this feat using the QuickBooks Business Network feature. However, please be aware that this option may not be available in all accounts but is included inside Simple Start, Essentials, Plus, and Advanced subscriptions. Also, you'll want to review your current business contact details before utilizing this option. We'll gladly write down the steps to get you going:

 

  1. Sign in to your QuickBooks Online account. as a Primary admin or Admin (Company admin).
  2. Go to the Gear icon and select Account and settings.
  3. Select the Company tab.
  4. Update the following contact information, if needed:
  • Company name
  • Customer-facing email
  • Company phone
  • Website
  • Customer-facing address

    5. Select Save, then Done.

 

For more details, please see this page: Learn about the QuickBooks Business Network.

 

In case your vendor doesn't use QBO, you may want to send feature recommendation to our Product Development Team so they can evaluate your idea and consider for future program updates. You can check this page for more details: How do I submit feedback?

 

Moreover, here are some articles to help you keep track of transactions inside the program and help you manage vendors:

 

 

We'll be around to assist you again if you need help managing bills or need help performing specific tasks inside the program. Have a good one.

R
RafaParraAuthor
March 19, 2024

Thank you for your answer. Most if not all our vendors don't use QB business network.

Even if they did you didn't really answer how to achieve this feat!

 

I will submit another feature request. Hopefully it will be implemented in a reasonable time frame.

 Thank you.

 

4
4Gal
March 19, 2024

@RafaParra 

You can sign up for a free Melio account to integrate with QBO. You will have a unique and dedicated Pay Bills email ends with @invoicesmelio.com. Then you can ask your vendors to send their invoices to that email address.

https://affiliates.meliopayments.com/quickbooks

 

In the setting, you can enable to receive a notification email for "A payment request is sent or changed by a vendor".

 

You can also get a cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

 

Make sure to click the Get $100 cashback button to sign up.

4
4Gal
March 19, 2024

What do you mean with "Quickbooks provided email"?

You can use a free solution to let your vendors/contractors send their invoices with an attachment to one email address and it will integrate it with your QB Online account.

R
RafaParraAuthor
March 19, 2024

Quickbooks lets you have your vendors send their invoices to an email address that you can customize. It would be something like ********@qbodocs.com.

Once those vendors send the invoices they get automatically entered as bills to review.

 

I would like to send an automatic message acknowledging receipt of any invoice that is submitted using that address.

 

L
leaohere353
March 21, 2024

To set up automatic email forwarding for bills from vendors to QuickBooks, you'll need to configure email rules or filters within your email client.

D
Durbiano
March 21, 2024

Thanks for your email.

We don't have access to any settings on that email address that quickbooks has provided.

E
Erika_K
March 21, 2024

Thank you for joining this thread, Durb. Let me further share some information about your email provided by QuickBooks. 

 

If you're referring to customizing your email for receipt forwarding, only the admin can set and provide permission to forward receipts or bills.  

 

I'll add this article for more info: Email receipts and bills to QuickBooks Online. 

 

However, if you meant accessing your email associated with your QuickBooks account, we can access this information by following the outlined steps: 

 

  1. Sign in to QuickBooks Online.
  2. Choose your Profile icon next to the Gear icon.
  3. Select Manage your Intuit Account. This opens the Intuit Account Manager.
  4. Hit the Sign in & security menu.
  5. Select the User ID, Email Address, or Password section.
  6. Make your changes.
  7. Once done, click Save.

 

Also, if you want to track bills and record the payments to make it easy to record business expenses, refer to this article: Enter and manage bills and bill payments in QuickBooks Online. 

 

Let me know if you have any account management queries. Keep safe!

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