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marcus-woods
Level 1

Hi, I wish to turn off the option to send the emails I send to clients to myself also.

Hi, I wish to turn off the option to send the invoices send to clients to myself also.
1 Comment 1
AbegailS_
QuickBooks Team

Hi, I wish to turn off the option to send the emails I send to clients to myself also.

Thank you for reaching out to us in the Community, @marcus-woods. I'll share steps to help you avoid sending emails to both your email and your client's email.

 

If you wish to skip sending an email to your customers when setting up their profile in QuickBooks, you can follow these steps:

  1. When creating or editing a customer's profile, locate the Email field.
  2. Simply leave the Email field blank or remove the email address associated with the customer. This way, an email will not be sent to them.

By omitting the email address for a customer, QuickBooks will not send any emails to them for transactions or communications.

 

On the other hand, if you want to stop receiving copies of invoices or other sales-related emails to your own email address, you can take the following steps:

  1. Click on the Gear icon located in the top right corner of the screen in QuickBooks.
  2. From the dropdown menu, select Account and Settings.
  3. In the left-hand navigation panel, click on Sales.
  4. Scroll down to the Messages section and click on the Messages tab.
  5. Under the Email me a copy option, uncheck the box next to Invoice or any other desired email types.
  6. Once you have made the necessary changes, click on the Save button at the bottom to save your settings.

By following these steps, you will no longer receive copies of invoices or other sales-related emails to your own email address.

 

You can also check this link to learn more about customizing sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

For more information on sales and customers, refer to the following link for tutorials and articles:  Topics about your company's income and customers.

 

Let me know if you have questions. I’ll be here to keep helping. Take care always.