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G
Georgia8
October 10, 2021
Question

Receipt forwarding

  • October 10, 2021
  • 1 reply
  • 0 views

Hi guys,

Recently my invoices have not been received when I have forwarded them over email. I have checked the email address is right but otherwise I can't figure it out.

I tried to get help through the online chat earlier but after going through all the questions the guy told me he couldn't help as I was on the self employed package and to try messaging on Facebook. I've tried that and had no response so I'm feeling pretty close to just switching to another provider if this isn't an easy fix!

1 reply

Kristine Mae
Kristine Mae
October 10, 2021

I've checked our records, Georgia8. I haven't seen any open cases the same as yours. 

 

No worries, though. I will help you fix your concern.

 

Let's try to ask your clients to check their junk mail and spam folders. The invoice may be sitting there. 

 

If they're unable to find the sales form, it may be the transaction wasn't sent successfully. Let's run some basic troubleshooting steps to resolve the issue. We'll start by logging in to QuickBooks Self-Employed account in a private window. It helps us isolate web problems. These are the shortcut keys:

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

Once done, try to send a dummy invoice to your email address via the private window. Then, check if you have received it. If you did, let's clear the cache on your regular browser to refresh the program.

 

Also, you can use a different browser to narrow down the issue.

 

Get back to this thread if you need more help. We're just one comment away. Take care!

G
Georgia8Author
October 11, 2021

Hi Kristine Mae,

Thanks for your reply but it isn't the invoices to clients I am struggling with but sending receipts to Quickbooks to match up with my transactions. I am not getting an email to say they have been received and they are not then visible on the transaction page.

Many thanks,

Georgia

 

Rubielyn_J
Rubielyn_J
October 11, 2021

I appreciate you for getting back to this thread, @Georgia8. It's my priority to help you forward your receipts in QuickBooks.

 

Before we proceed, may I ask if you received an error message when sending receipts to QuickBooks? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

It would be best also to contact our support team again. They have the tools to check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.

  5. Select Get help from a human.

  6. Click either Chat with us or Have us call you button.

 

In the meantime, you may consider manually attaching the receipts to your transactions in QuickBooks. Let me show you how:

 

  1. Select the Transactions menu. If you're on an Android phone or tablet, select the menu ☰ icon and then Transactions.
  2. Locate and select the entry you want to attach the receipt to.
  3. Click browse or Attach receipt.
  4. Choose an image and then click Save.

 

For more insights, please refer to this article: Record or attach expense receipts in QuickBooks Self-Employed.

 

In case you'll want to put your transactions on the correct line of your Schedule C, please see this article: Categories in QBSE. This also organizes your income and expenses so you know what areas of your self-employed business have the biggest impact. 

 

Please feel free to get in touch with me here for any additional questions about receipts, I always have your back. Keep safe always!

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