As an Instacart Business account owner, you can connect an expense system, like Expensify or Zoho Expense, to your Instacart Business account for receipt forwarding. Account owners add the expense system for the business. Once it’s added, receipt forwarding is automatically turned on for everyone on the team.
Add an expense system
Account owners can follow these steps to add an expense system to an Instacart Business account and make it available to the team.
- Go to Business settings.
- Select Integrations
- Select Begin setup for Receipt forwarding.
- Choose an expense system (we currently support Expensify or Zoho Expense).
- Read the setup instructions.
- Enter the Forwarding address (if needed).
- Select Save.
After saving, the expense system appears as configured with the date it was added, and your own receipts begin forwarding automatically for you and everyone on your team. Team members can turn off forwarding for their own account anytime in Account settings.
Turn off receipt forwarding for your account
If you’d prefer not to forward your receipts, you can turn it off individually for your account:
- Go to Account Settings.
- Find Receipt forwarding.
- Select Change.
- Select None and Save.
Disable receipt forwarding for your organization
Account owners can turn off receipt forwarding for the whole team by removing the expense system:
- Go to Business settings → Integrations.
- Select Manage on the configured expense system.
- Select the “Remove expense system” checkbox in the edit expense system modal.
- Select Remove.
Removing the expense system stops receipt forwarding for every team member using it. We recommend letting your team know before you remove it. You can add the expense system again later; forwarding resumes for future eligible orders once it's re-enabled.
Common questions
Which expense systems can I connect?
You can connect Expensify or Zoho Expense.
Do past receipts forward after I connect?
No. Receipt forwarding applies only to future eligible orders.
Do team members get receipt forwarding automatically after an account owner enables it?
Yes. When an account owner enables an expense system, receipt forwarding is automatically turned on for everyone on the team. Team members can turn it off anytime in Account Settings → Receipt forwarding.
Where can admins see connected expense systems?
Admins can go to Business settings → Integrations to see the added expense system and the date it was added.
Do orders paid by invoice get forwarded to expense systems?
No. Instacart Business orders paid by invoice do not get forwarded.
How do I remove an expense system?
Admins can remove an expense system by selecting Manage, then the “Remove expense system” checkbox in the “Edit expense system” modal. Once an expense system is removed, it will stop receipt forwarding for all team members using it. It is recommended that admins let their team members know when an expense system has been removed.