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Effective URL: https://quickbooks.intuit.com/learn-support/en-us/help-article/accounts-payable/email-receipts-bills-quickbooks-online/L7r2LAQ...
Submission: On July 07 via api from US — Scanned from DE
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You need to enable JavaScript to run this app. * Sign In How It WorksSupport * Get Started * Topics * Account management * Banking * Expenses and vendors * Get started * Invoices and payments * Reports * Sales and customers * Taxes * View all help * Year End Resources * Training * Tutorials (Videos) * Webinars * Training classes * Community * Community Home * QuickBooks Q&A * Discuss Your Business * Community Basics * Champions Program * Ask the Community * Resources * Live Bookkeeping * Find an Expert * Resource Center * QuickBooks Blog For Sales: 1.877.683.3280Open TurboTaxUnited States * Plans & Pricing * How It Works * Support * For Sales: 1.877.683.3280 * Hours Mon - Fri, 5am - 6pm PST -------------------------------------------------------------------------------- Product support & help Need help signing in? * Sign In * QuickBooks Support * Get Started * Topics * Account management * Banking * Expenses and vendors * Get started * Invoices and payments * Reports * Sales and customers * Taxes * View all help * Year End Resources * Training * Tutorials (Videos) * Webinars * Training classes * Community * Community Home * QuickBooks Q&A * Discuss Your Business * Community Basics * Champions Program * Ask the Community * Resources * Live Bookkeeping * Find an Expert * Resource Center * QuickBooks Blog * * Australia * Canada (English) * Canada (French) * United States * United Kingdom * France * Singapore * South Africa * Ireland Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page QuickBooksHelpIntuit EMAIL RECEIPTS AND BILLS TO QUICKBOOKS ONLINE SOLVED•by QuickBooks•QuickBooks Online•5387•Updated 3 weeks ago Learn how to email your expense receipts and bills to get them into QuickBooks Online. If you have a receipt, you can email it to QuickBooks. We’ll extract info from it and create a transaction for you to review. Then you can edit the receipt, add it to an account, or match it to an existing transaction in the Receipts (Take me there) tab. You’ll also have the receipt on file for tax time. Note: There are two types of user views in QuickBooks Online. Make sure you’re on Business view so you can follow these steps. STEP 1: CUSTOMIZE AN EMAIL ADDRESS TO FORWARD TO Create a custom email address so you can forward images of your receipts and bills, even when you're on the go. To create the custom email address: 1. Go to Bookkeeping then Transactions then select Receipts (Take me there), or go to Banking (Take me there) then select Receipts (Take me there). 2. Select Forward from email. 3. In the Enter a custom email field, create a customized email address. It will have @qbodocs.com at the end. Note: If you want to update the email address later, go to the Your forwarding email section, then select Update. Enter a new email address and select Confirm change. 4. When you're ready, select Next. 5. Confirm that it's accurate and then select Looks good. 6. Select Done. GIVE USERS PERMISSION TO FORWARD RECEIPTS You can give standard users permission to forward receipts. Here’s how. 1. Go to Bookkeeping then Transactionsthen select Receipts (Take me there), or go to Banking (Take me there) then select Receipts (Take me there). 2. Select Manage forwarding email. 3. Turn on the toggle for the users you want to give permission to forward receipts. Note: If you haven’t set up users yet, select Add new user. They’ll appear after they accept your invite. 4. When you’re done, select Close. NOTES ON MANAGING USERS AND ADDRESSES * You can only register one email address per user for your company. Here’s how to change the email address associated with your QuickBooks user account. * In the Receipts (Take me there) tab, you can always select Manage senders to manage which users can email receipts and bills. * A user must at least have standard permission with vendors to send receipts and bills. * If you have a Gmail address with a + sign in it, you may not be able to register your email address. STEP 2: FORWARD IMAGES OF RECEIPTS AND BILLS TO QUICKBOOKS When you get your receipts and bills, take a picture of it and send it to us. Here’s how. 1. Take a picture of your bill or receipt on your mobile device. Note: The photo's file type must be a pdf, jpeg, jpg, gif, or png. 2. Make sure each image or file contains only one receipt. 3. Email the image to your custom email address @qbodocs.com. It may take a few minutes to send. Note: You can send multiple receipt images in one email. The email attachment's file size must be between 46KB to 20 MB. We'll take care of the rest. QuickBooks automatically pulls dates, amounts, vendor, and last four digits of the credit card from the image. STEP 3: REVIEW AND CATEGORIZE YOUR BILLS AND RECEIPTS Learn how to use the Expense management (Take me there) tab to edit and review the transactions created from your receipts and bills. Now your bills and receipts are in QuickBooks. Follow these steps to review and categorize them into the correct accounts. Was this helpful? YesNo You must sign in to vote, reply, or post QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start SIGN IN FOR THE BEST EXPERIENCE Ask questions, get answers, and join our large community of QuickBooks users. Sign In / Sign Up More like this * Upload your receipts and bills to QuickBooks Online by QuickBooks•5670•Updated 3 weeks ago * Enter bills and record bill payments in QuickBooks Online by QuickBooks•2799•Updated 1 week ago * Record invoice payments in QuickBooks Online by QuickBooks•2658•Updated 2 weeks ago * Manage billing, payment, and subscription info in QuickBooks Online by QuickBooks•3553•Updated 2 hours ago * Enter and manage expenses in QuickBooks Online by QuickBooks•3816•Updated 2 weeks ago Top Products * Products * QuickBooks Online * QuickBooks Self Employed * QuickBooks Online Advanced * QuickBooks Live Bookkeeping * QuickBooks for Mac * QuickBooks Desktop Pro * QuickBooks Desktop Premier * QuickBooks Enterprise * Medium-sized Businesses * Checks & Supplies * QuickBooks Point of Sale * QuickBooks Time * See All Products Features * Features * Track Income & Expenses * Invoice & Accept Payments * Maximize Tax Deductions * Track Miles * Run Reports * Send Estimates * Track Sales & Sales Tax * Manage Bills * Multiple Users * Track Time * Track Inventory * Manage 1099 Contractors * Pay Employees * Get Capital * Accounting Software Resources * Resources * Resource Center * Product Support * Tutorials * Blog * Product License Agreement * Contact us * QuickBooks Apps Partners * Partners * For Accountants * For Developers * For Franchises Select a Country * Australia * Brasil * Canada (English) * Canada (French) * France * India * United Kingdom * South Africa * Singapore * Other Countries Products * Products * QuickBooks Online * QuickBooks Self Employed * QuickBooks Online Advanced * QuickBooks Live Bookkeeping * QuickBooks for Mac * QuickBooks Desktop Pro * QuickBooks Desktop Premier * QuickBooks Enterprise * Medium-sized Businesses * Checks & Supplies * QuickBooks Point of Sale * QuickBooks Time * See All Products Features * Features * Track Income & Expenses * Invoice & Accept Payments * Maximize Tax Deductions * Track Miles * Run Reports * Send Estimates * Track Sales & Sales Tax * Manage Bills * Multiple Users * Track Time * Track Inventory * Manage 1099 Contractors * Pay Employees * Get Capital * Accounting Software Resources * Resources * Resource Center * Product Support * Tutorials * Blog * Product License Agreement * Contact us * QuickBooks Apps Partners * Partners * For Accountants * For Developers * For Franchises Call sales: 1-877-683-3280 Sitemap Select a Country * Australia * Brasil * Canada (English) * Canada (French) * France * India * United Kingdom * South Africa * Singapore * Other Countries About IntuitJoin Our TeamPressAffiliates And PartnersSoftware And Licenses © 2021 INTUIT INC. 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