QuickBooks
Email to QuickBooks,
the easy way
ForwardThis is the simple tool that connects your email to QuickBooks. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect QuickBooks
Create a free account and connect QuickBooks. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Receipt - order NP-8842
Log this as an expense from Northgate Print for £86.40 under Printing, dated 24 August, and attach the receipt to it.
---------- Forwarded message ----------
Thanks for your order. 500 A5 flyers, collected 24 August. Total £86.40 including VAT.
northgate-print-NP-8842.pdf94 KB
Recorded an expense for Northgate Print
£86.40 · Printing · 24 Aug
Attached northgate-print-NP-8842.pdf to the expense
94 KB
ForwardThis checks with you before it records anything, then replies to confirm.
Some other examples
- “Record this as a bill from Meridian Supplies for £1,240, due 24 September.”
- “Attach this receipt to the latest invoice for Northgate Property.”
- “Send me a profit and loss for August.”
Everything ForwardThis can do in QuickBooks
Create contact
Add a customer or a vendor
Update contact
Update a customer's or vendor's details
Look up a contact
Look up a customer or a vendor
Add CRM record
Record an invoice, estimate, bill, expense, credit memo, purchase order or time entry
Update CRM record
Update an invoice, estimate, bill, expense, credit memo or purchase order
Convert record
Turn an accepted estimate into an invoice
Attach file
Attach a file to a record
Look up records
Look up invoices, bills, expenses and more
Read a record
Read one invoice, bill, estimate or purchase order
Read a report
Run any of the QuickBooks reports
Read a spreadsheet
List recent invoices or payments
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to QuickBooks?
- Forward the receipt or the supplier's email to your ForwardThis address with a line saying what it is, like "log this as an expense from Northgate Print for £86.40 under Printing". ForwardThis shows you what it's about to record, and once you say yes it records it and attaches the file straight from the email. The first time, you'll need a free account with QuickBooks connected, which takes about 30 seconds - that's the entire QuickBooks email integration.
- Can it pay a bill or send an invoice to a customer?
- No, and it never will. ForwardThis never moves money. It can record an invoice, an estimate, a bill, an expense or a credit memo, and that is where it stops: it takes no payments, issues no refunds, makes no transfers, and never emails an invoice to your customer. Recording that a supplier is owed and paying that supplier are two different things, and only the first one is here.
- Does anything land in my books without me seeing it first?
- No. QuickBooks has no draft state, so anything recorded is live in your accounts the moment it's created. Because of that, ForwardThis always shows you the document first, with the amount, the date, the customer or supplier and the category, and nothing happens until you say yes. If it's still wrong after that, undo works for 24 hours.
- Can it attach the receipt to the expense?
- Yes, and the file comes out of the forwarded email, so there's nothing to download and re-upload. It can attach to an expense, a bill, an invoice, an estimate or a customer, which means the receipt ends up filed against the spend it belongs to rather than in a folder somewhere.
- Can it answer questions about my accounts?
- Yes. Ask what's unpaid or overdue, what a customer owes, which payments came in recently, or for a profit and loss, aged receivables or balance sheet over a date range, and the answer comes back in a reply. QuickBooks works out every figure. Reading changes nothing in your books.