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R
RyanAA
May 6, 2025
Question

Receipt email forwarding missing the receipts

  • May 6, 2025
  • 1 reply
  • 0 views

I must be missing something as this cannot be normal or expected. How is this not capturing the email as a receipt? I can’t imagine having to take an image of the email only to attach it to the same email being forwarded or log in and attach to the receipt on the site is the expected process.


I’ve been forwarding email receipts to our email to be scanned in. Upon review I find that nearly all information is consistently missing.

It will capture the name of the business and the amount (presumably).
Sometimes will capture the PDF. I say sometimes because apps like gmail & iMail will frequently refuse to attach PDF’s from certain companies and will only work through a browser.

1 reply

I
Irene R
May 6, 2025

Accessing your receipts directly from an email in QuickBooks Online (QBO) could make your experience more efficient, RyanAA. While this feature is currently unavailable, we can submit a request to consider adding this functionality.

 

Before anything else, I'd like to add that when using QBO's email receipt forwarding feature, you need to take a clear picture of your bill or receipt with your mobile device. After that, attach the image as a PDF or JPEG so the software can read the information correctly.

 

Moreover, I recommend sharing your feedback with our product engineers. They will evaluate your suggestion and may incorporate it in future upgrades, as we are committed to continually enhancing our product and the user experience.

 

Here's how:

 

  1. Log into your QBO account.
  2. Go to the Gear icon at the top, then choose Feedback under Profile.
  3. Indicate your comments or suggestions.
  4. Click Next to submit Feedback.

 

To keep track of your feature recommendation, you can visit the QuickBooks Online Feature Requests webpage.

 

After entering expenses into QuickBooks, you can start reviewing and categorizing them into the correct accounts to ensure accuracy in your financial records.

 

Ensuring your financial accuracy is my main goal, and I'm here to help you at every step. If you need more information about forwarding email receipts, please don't hesitate to tag my name in the comments.

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