Now the day, every company, business, and startup is eliminating the manual accounting management process and adopting a digital accounting process by using a platform like QuickBooks Online. That helps them to enter the digital environment where they work digitally, manage accounting and bookkeeping, and send and store the transaction data digitally.
If you have your expense receipt or bill, and you want to email receipts to QuickBooks Online to store receipt details and create a transaction for you, and make the process easy to get the receipt on file during tax time. Then, in this blog, you can understand the detailed process of email receipts to QuickBooks Online.
Why You Need to Email Receipts to QuickBooks Online?
That is very important to know the way to email receipts to QuickBooks Online. Because their QuickBooks Online can find the actual details of the transaction from that receipt to update their file. When QuickBooks gets the expense receipt or bill through email, then QBO extracts the transaction details from the receipt image and stores them in the file, and also creates a transaction for you. Where you can change the receipt details. That makes the process easy to compare a particular receipt with an existing transaction.
Ways to Email Receipts to QuickBooks Online
To email receipts to QuickBooks Online, you need to follow these two steps, which are given below in detail.
Customize an Email Address to Forward Receipts and Bills
Here are the ways to create a customized email address to forward receipts and bills.
- Open the transaction menu or the banking menu.
- After that, enter the Receipts section.
- Then, select the Customize email option.
- Now make your customized mail, which contains @qbodocs.com at the end of the email ID.
- After your mail is ready, click on next.
- Then click on confirm, and done.
- After that, to give standard users permission to QBO email receipt forwarding, select and click on the Manage forwarding email.
- Turn on the toggle to give permission to a particular user.
- After doing the process, click on close.
Email Expense Receipts and Bills to QuickBooks Online
Here are the ways to email receipts and bills to QuickBooks Online.
- To send a receipt or bill through email, you need to convert the receipt or bill into soft copies such as JPEG, PDF, JPG, or PNG.
- Ensure that every soft copy carries only one receipt.
- After that, just send that particular file or image to the customized email that you created with @qbodocs.com at the last portion of the email ID.
Benefits of Email Receipts to QuickBooks Online
QuickBooks Online is the best accounting management platform. So it is the best decision to permit QBO to manage your transaction receipts or bills. Because it provides many benefits that can help your company in the future by showing proper transaction bill records. Below, we are showing you some key benefits of the process of email receipts to QuickBooks Online.
- Improve Efficiency: It automates all the processes of data entry. That helps to reduce waste of time, effort, and resources.
- Reduced Errors: This process almost eliminates manual entry and provides more accurate financial reporting without miscalculations and which decreases the fear of errors.
- Grow the Organization: It makes the process easy by keeping all the receipts in a proper way on a digital system. This helps to find and manage the everyday accounting and tax season easily.
- Better Record-Keeping: After sending the mail to QuickBooks, it analyzes all the receipts and saves the receipts information in a proper manner in the record and which is best for financial management.
- Streamlined Expense Tracking: The automatic feature of QuickBooks automatically categorizes the information after getting it from the QuickBooks email receipts. That makes it easy to track all the transactions and expenses.
Conclusion
Email receipts to QuickBooks Online is a great decision to manage your finances. Here we are trying to add all the important steps that make the process easy and provide the detailed information to understand quickly. You just need to follow these steps properly. Therefore, you can easily manage your expenses. We hope you will understand the concept and the way to email receipts to QuickBooks Online after learn this article.