Help Center›Admin, Finance & Reports
How do I set up receipts for my company?
For admins · Updated October 26, 2026
Use this when you decide how field receipts are approved and where copies go.
Where it lives
Open Settings › Organization and scroll to the Receipts card. Anyone who can open the tab can read it. Only people who manage company-wide settings can change it.
Require approval
Off: a receipt counts as soon as it is saved. On: a manager approves each one first. Until then the receipt shows as Waiting but does not count in Project Costing or exports. If you turn approval off while receipts are waiting, they all start counting right away.
QuickBooks receipt address
- In QuickBooks, open Receipts › Manage forwarding email and copy the address.
- Paste it into QuickBooks receipt address and select Save.
- The address labels the Send to QuickBooks export in Finance › Receipts. QuickBooks only accepts mail from your own QuickBooks login, so ContentsOps does not send to it directly.
Email each receipt to
- Enter one or more addresses, such as your bookkeeper, separated by commas.
- Select Save.
- Select Send a test to check delivery.
- Each receipt is emailed with its photo once it counts: right after it is saved, or once approved when approval is on. Do not use your QuickBooks address here.
Company cards
The card lists the company cards people can pick when they log a receipt. Select Payment accounts › to add or edit them.