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I set a forwarding filter for QB expenses but gmail is asking for a confirmation code sent to my QB expense email I set up. Is there a way to get the code or workaround?

Forum|Forum|5 years ago
June 28, 2020
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QuickBooks Online

Best answer by elhide

Hello there.

I can see the urgency of resolving this as soon as possible to get you back in working order. Know that we only wish you to experience the best kind of service.

However, to ensure that this gets sorted out, I recommend reaching out to our QuickBooks Support Experts again. They can securely review your account to furtherly investigate your situation to provide you with a timely solution.

For the time being, you can check out this link where you can search for articles that can serve as your reference and guide you in managing your QuickBooks account: QuickBooks Help Articles.

I'm looking forward to getting this resolved. Feel free to leave a reply if you require further assistance. The Community team always has your back. Keep safe.

Fun Fact: Gmail forwarding now works. I tried to set it up on 2/19/24

You have to have some patience.

Set up the 'Manage forwarding email' in QBO from the receipts tab.
Could you give QBO some time, say 15 minutes, to get the new email into Intuit's servers?
Verify the QBO Users have access to use receipt under Manage Receipt Users
Go to Gmail that your invoices are sent to (it must be a QBO user email account that is allowed to Manage Receipts in step 3 ), and in Gmail Settings, go to Add a forwarding Address
Enter the new QBO yourchoice@qbodocs.com
Gmail will tell you it is sending a notice to get a verification from that address.
Stay calm and wait an hour +/-; Intuit will eventually send your Gmail a response about the verification code. This email will contain a link that will tell Gmail forwarding is okay. The code is hidden in that link.
This is the message: We have received an auto-forwarding request from your email address to the Intuit destination email.

Please acknowledge that you have taken the following actions for the best forwarding experience.
1. Please set up appropriate rules to only forward receipts and bills to your Intuit destination email address.
2. Ensure you do not auto-delete forwarded emails to retain a copy in your email.
To enable auto-forwarding on your destination email, click here.
Hit the Confirm button on the next screen.
Refresh Gmail so the new forwarding address will display in the dropdown box. Forward it to:
Gmail can now forward, and QBO will now accept.
Create your forwarding filters in Gmail.
Test
Your Vendors must send invoices to this Gmail account for QBO to accept them into QBO.
Vendors can not use yourchoice@qbodocs.com
Yeah!

J

jamespaul

Hello, teamhandyllc.

I'd like to help you get the code. Though, I'm going to need more details with the issue.

Did you set up a custom forwarding email for your receipts? If so, which part did it ask for the confirmation code from Gmail?

If it's not the receipt forwarding feature, which page did it ask for the code? More details about your workflow would definitely help.

Looking forward to your reply. If you have other concerns, please include them below. I'm more than happy to help you.

T

teamhandyllcAuthor

I set a custom email in QBO for receipts. I then setup a filter in gmail to forward invoices to the QBO email. Gmail requires a code that is sent to the forwarding email to confirm it.

IamjuViel

Hello, @teamhandyllc.

Let me route you to the best available support so you'd be assisted further in retrieving the code to complete the setup of your customize email forwarding.

Since the Community is a public space, we don't have the necessary tools to look into your Gmail account set-up. I'd recommend contacting the Customer Care Team for your Gmail account. This way, you'd be properly guided in completing the email set-up.

Don't hesitate to let us know how it works. The Community and I are always here to help you with customizing your sales forms in QuickBooks.

S

Simon_B1

For those of you still struggling to verify your gmail forward to Quickbooks, I have a workaround solution, which will give you the same functionality using Zapier - this is working for me - Although, you would have thought QB would resolve this verification step issue, surely it's not too difficult for them to show you the code when you login.

Here's a link to the Zap https://zapier.com/apps/gmail/integrations/gmail/9993/send-emails-from-gmail-when-you-label-new-messages - you will need a zapier account, I think the free account would still work for this, if you don't already use zapier.

I set this up so when I add a label to an email in Gmail, the Zap runs and sends the attachment to Quickbooks.

1

1935 1472 7035 354

This is a good workaround. Thx.

L

luisq

I had the exact same problem, I've ended up setting up an outlook account as it doesn't require a verification code.

I know it's too much hassle just stop using gmail but you can set up an auto forward in outlook that will bounce every email directly to QBO.

Basically instead of trying to forward receipts directly to QBO you forward them your new outlook account and anything that comes in your outlook inbox can be automatically forwarded to QBO, meaning you won't even will have to bother opening outlook ever again.

Ps. I find Outlook's filtering rules much better than Gmail's

M

mlnadmin

THANK YOU @luisq! I was having a brain fart being stuck on gmail. Then I saw your post about outlook.com and it clicked! It reminded me of the fantastic forwarding rules that outlook.com and Outlook share. I set up another email address there, set up my rules and POOF it just worked first try. I set mine up to require specific words as the beginning of the subject line to route only those email and avoid spam. I tried a few different email platforms I have access to, but outlook is the only one that would forward the message with the correct email addy in the from field.

For what it's worth, I did manage to get the code for gmail. On the first try of sending an email to test the forwarding, the QBO app actually sent an email back to my gmail address that I was trying to set up auto-forwarding for which had the code in it. After adding the new address to QBO and setting everything up, only manual forwarding worked, not auto. Changed the rule to auto-forward to another email for testing, I saw that the email from address in the auto-forward email was the ORIGINAL email, NOT the email address set up with QBO. Example:

Gmail Auto-forward by way of rule:

original-at-email.com - send to qbofwd-at-gmail.com - message is sent as FROM original-at-email.com

NOT accepted by QBO

Gmail Manual forward no rule:

original-at-email.com - send to qbofwd-at-gmail.com - message is sent as FROM qbofwd-at-gmail.com

IS accepted by QBO

Other email platforms would simply redirect showing some other auto-generated email or the original email - nothing would work.

Basically, the only way auto-forwarding rules work is IF the email addy you are using will forward your messages on showing your 'approved' email address as the FROM address.

All that said, I think it is absolutely deplorable that a company the size of Intuit cannot get a couple of brain cells to collide and provide functionality of a RECEIPT SUBMISSION USER ONLY role in ALL of their platforms. I'm so tired of reading the canned post about posting your "wish list" for us to see and we'll look into it garbage - this has been on Intuit's plate for OVER THREE YEARS. Does not give me a lot of confidence in the programming capabilities of this company if they cannot make this simple change in this amount of time.

Wishing for an official solution, but sadly not expecting it from Intuit. Thankfully we have the assistance of other users who provide more help than the Intuit team has in this situation.

X

XianNewman

If you're using Google Workspace (which includes Gmail for Business), here's the solution.

1. In Gmail settings, add a forwarding address on your own domain, (such as [email address removed]). Since it's on your own domain, you shouldn't be required to enter a confirmation code.

2. In Google Admin Console (you may have to ask your administrator or reseller for help with this step), navigate to Apps → Google Workspace → Gmail.

3. Click on Default Routing, then Add Another Rule.

4. Under Specify envelope recipients to match, enter the forwarding email address you used above.

5. Scroll down and check Change envelope recipient.

6. Select Replace recipient and paste in your receipt forwarding email address from QBO.

7. Scroll down and click save.

8. Wait ~20 minutes for routing policies to propagate, then try forwarding a receipt to your forwarding address.

9. Wait a few minutes then refresh the receipts screen in QBO.

10. Once you've confirmed the email routing policy is delivering your receipts to QBO, go ahead and setup your Gmail filters to auto-forward receipts to your forwarding address.

Happy forwarding!

S

spatel29

Hi Xian -- I am trying to use this method and seem to be having problems. do you have an email address i can contact you at directly so that i can give me my specific and exact addresses I am using/

D

DebSheenD

Hi, spatel29.

I appreciate your time to let us know the results of the steps you've done. I'll make sure that you can contact support to assist you with this. They can also provide more information and guidance through the steps to fix this.

Here's how:

Tap the Help icon to choose the Contact Us link.
Input the issue in the field box and then hit the Let’s talk button to see the support information.
Choose how you want to connect with us: Get a callback or Message an Agent.

I've also included this article to help you in customizing your sales forms in QuickBooks.

Please let me know if you have questions or concerns in managing your email. I'm one post away. Take care!

M

MonicaNa

I have the same exact problem and don’t see a solution.... wouldn’t be easier to let us know the code somehow?

R

rvrfrf

Thanks for becoming part of the Community, MonicaNa.

Custom email addresses don't have an accessible inbox where you can check for emails. They're specifically used for forwarding images of receipts and bills to.

I can certainly understand how an ability to check your email's inbox could be useful and have submitted a suggestion about it to our developers as of today.

You can also submit your own feature requests while signed in.

Here's how:

Use the Gear (⚙️) icon.
Click Feedback.
Enter your suggestions and/or comments.
Hit Next.
Press Skip and send message.
The available drop-down menu can be used to pick an appropriate category.
Select Send message.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. Feature requests can be tracked through Intuit's Customer Feedback website.

As a workaround, you can use the built-in Receipts feature mentioned in IamjuViel's post.

If there's any additional questions, I'm just a post away. Enjoy the rest of your day!

R

rememberit

Thank you for taking the time to reply to my message. I see that also many other questions asked on this thread are answered. That’s great.

The only issue is that you don’t seem to understand the question being asked, your answers are not at all related to the problem brought up.

I suggest you reach out to any customer posting here and take 5 minutes to truly understand the question before providing an answer.

i would gladly spend that time with you if it helps.

T

twoverend

Well this is worrying.

I'm having the same issue as many others here.

I find it pretty alarming that this has been a raised issue since June 2020 and there's been absolutely no dev work to fix this oversight.

Surely a resolution to this is a few hours work from a competent development team? There'd be an easily-detectable format for the system to track and making it visible in the UI should be possible through the same receipt interpretation mechanic?

S

ShiellaGraceA

Thanks for joining us here, @twoverend.

I have some information about the Gmail code. While there isn't a way for us to get rid of the code, you'll want to follow the workaround provided by @KeeganE above. Meanwhile, we gather info about this option, and feedbacks were already submitted to our developers.

About the UI format, you can visit our Intuit Developer's forum to post questions like this. On this site, you'll get to see QBO integrations and applications, and enable your application to access production to QBO. Here's the link: https://developer.intuit.com/app/developer/homepage.

Additionally, here's a link that covers all the tasks you can do when using the vendor and expenses feature.

Reach out to me if you have other questions or concerns with expenses or your QBO account. I'll be here to assist you. Take care and have a nice day ahead.

O

ohadios

That will not work, since Quickbooks will only accept emails from pre-defined email addresses - specifically email addresses associated with your QBO Users.

So unless you start creating a user for each one of your vendors sending you bills, that will not work.

It's also not very plausible as a solution since the same email used to email receipts is typically associated with any other communication that the vendor may send you....

G

Genbooks21

It's unbelievable that this still hasn't been fixed. None of the 'quick fixes' posted in this thread are viable solutions to the problem.

C

Catherine_B

Hello, Genbooks21.

I can direct you to the right support that will help you set up our receipt forwarding option. You'll want to reach out to our Phone Support Team who has the tools that can look into your acccount. They can also pen a case so they can further investigate. You can check out this link for more detail on how to contact us and our support hours and types: QuickBooks Online Support.

You can check out these articles on how to manage transactions:

I'm just around if you have other questions. Take care!

G

Genbooks21

Spent literally 1.5 hours on QBO support line yesterday to inevitably be told that yes, the issue is currently unsolved, there's no way around the gmail verification code requirement. Thanks for your comment but next time please try to understand the issue, I wasted a lot of time.

This issue is still unsolved, confirmed by QBO support.

S

sylvain8

You won't be able to verify but I have found a workaround. It will take 10 minutes to set up but it is working

https://www.gozynta.com/blog/posts/quickbooks-online-gmail-receipt-forwarding/

I spent hours trying to solve this, happy that I could find this resource!

N

nmballa

This worked like a charm. I have all my receipts and invoices forwarding in to quickbooks now. Thanks for sharing!!!

M

Matriarch4

Is there still no resolution to this issue? Has anyone tried to contact Gmail for their input on a solution? Just wondering before I jump down that rabbit hole...

S

SheandL

Hello there. Let me share an update regarding this thread, @Matriarch4.

The custom email is designed to receive and process forwarded receipt images and documents. Currently, it's still unavailable to accept or process codes from Gmail or any other email service. Also, you can contact Gmail Support to check if the validation process can be bypass.

Since incorporating this feature into our software benefits your business, I recommend sending a request to our product engineering team so they can consider including this feature in the upcoming updates. To do so, here's how:

Select the Gear icon, then choose Feedback.
Enter your comments or product suggestions.
Select Next to submit.

Also, if you wish to personalize your sales forms in QBO, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can freely post again in the Community if you have other questions regarding the forwarding filter for QB expenses while using Gmail. The Community is always here to help you.

E

elhide

Fun Fact: Gmail forwarding now works. I successfully set it up on 2/19/24

You have to have some patience, though.

Set up the 'Manage forwarding email' in QBO from the receipts tab.
Could you give QBO some time, say 15 minutes, to get the new email into Intuit's servers?
Verify the QBO Users have access to use receipt under Manage Receipt Users
Go to Gmail that your invoices are sent to (it must be a QBO user email account that is allowed to Manage Receipts in step 3 ), and in Gmail Settings, go to Add a forwarding Address
Enter the new QBO yourchoice@qbodocs.com
Gmail will tell you it is sending a notice to get a verification from that address
Stay calm and wait an hour +/-; Intuit will eventually send your Gmail a response about the verification code. This email will contain a link that will tell Gmail forwarding is okay. The code is hidden in that link.
This is the message: We have received an auto-forwarding request from your email address to the Intuit destination email.

Please acknowledge that you have taken the following actions for the best forwarding experience.
1. Please set up appropriate rules to only forward receipts and bills to your Intuit destination email address.
2. Make sure you do not auto-delete forwarded emails to retain a copy in your email.
To enable auto-forwarding on your destination email, click here.
Hit the Confirm button on the next screen.
Refresh Gmail so the new forwarding address will display in the dropdown box. Forward it to:
Gmail can now forward, and QBO will now accept.
Create your forwarding filters in Gmail.
Test
Your Vendors must send invoices to this Gmail account for QBO to accept them into QBO.
Vendors can not use yourchoice@qbodocs.com
Yeah!

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