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Replying to:
JaeAnnC
QuickBooks Team

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Thanks for joining in this thread, @elizabethaem. Let's perform some troubleshooting steps so you can set up an email to forward receipts in QuickBooks Online (QBO). 

 

As an accountant, you can still set up a forward receipt email for your client in QBO regardless of the subscription level. You may also give standard users permission to forward receipts. For more details, refer to this article:  Email receipts and bills to QuickBooks Online.

 

If you've encountered an error message after doing so, let's isolate the issue and perform browser troubleshooting steps. 

 

First, log in to your QBO account using an incognito browser. You may refer to these keyboard shortcuts:

 

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

 

Then, set up a forward receipt email again. Once resolved, return to your original browser to clear its cache or utilize a different supported one

 

If the issue persists, I recommend reaching out to our customer support team so they can look into this further and initiate an investigation when necessary.

 

Additionally, categorize the receipts into the appropriate accounts to ensure your books are up-to-date and accurate.

 

Feel free to get back to us anytime whenever you have more questions concerning receipts. We're always here to help. Keep safe, and have a good one.

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