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C
corinnanicol
February 3, 2020
Solved

How do I send my receipts (expenses) to quickbooks via email?

  • February 3, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by emmam6

Hello Community Users!! We just wanted to pop in and update this thread. You can now in Quickbooks Online use receipt forwarding to upload your receipt expenses via email. It just requires a few steps to initially set up and then you can start using receipt forwarding and we will extract the details and upload the transactions for you to review. More details on the set up and how it works can be found in this article

Any questions we're happy to help!

1 reply

MaryLandT
MaryLandT
February 3, 2020

Hello there, corinnanicol,

 

For now, the option to send receipts via email to QuickBooks Online (UK) is unavailable. The receipt forwarding feature is only available in QuickBooks Self-Employed.

 

You can create an expense and attach the file from there to keep it with the transaction. Let me show you how:

  1. Click the + New button, then select Expense under Suppliers.
  2. Complete the expense information.
  3. Hit the Attachments icon, then locate and open the receipt from your folder.
  4. Click Save and close.

I've added the Enter, edit, or delete expenses to learn more about the process above.

 

Let me know if you need additional information, and I'm always around to help you out.

C
corinnanicolAuthor
February 3, 2020

Ok I think I’ll cancel my account then as that is quite a hassle when a lot of my expenses are bought online. 

B
BClarkeMC
March 18, 2020

Hi , there is another feature you can use. Click on Banking, then click on Receipts tab. It should be one next to 'Rules'...You can drag and drop receipts and invoices etc and process it from there.

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