Emailing a sales form or report to multiple email addresses directly from QuickBooks Online is quick and easy.
In this article, you'll learn:
- Send an email to multiple email addresses
- Add multiple email addresses to a sales form
- Add multiple email addresses to a report
- Add multiple email addresses to a memorized report
- Save default email addresses when you create a sales form
Send an email to multiple email addresses
You can send an email to multiple email addresses by doing either of the following:
- Typing in multiple email addresses separated by a comma and space.
- Using the Cc (carbon copy) or Bcc (blind carbon copy) fields.
Things to know when sending an email to multiple email addresses:
- There is a 100-character limit in the recipients email address field. (Note: This limit includes spaces.)
- The system will not allow you to send an email to the same address more than once. (Note: If the email address is added twice, the other email addresses listed after the duplicate email address will not receive the email.)
- Cc recipients are visible to all other recipients.
- Bcc recipients are not visible to anyone.
Add multiple email addresses to a sales form
To send a sales form to multiple email recipients:
- Go to Sales, the select All sales (Take me there).
- Select the checkbox for the sales form you want to send.
- In the Action column, choose Send from the ▼ dropdown menu. The Send email window will open.
- In the To field, enter the email addresses separated by a comma and space.
- Enter the email addresses in either the Cc or Bcc field.
- Select Send.
Add multiple email addresses to a report
To send reports to multiple email recipients:
- Go to Reports (Take me there).
- Choose the report you want to send, then select the Email icon. The Print, email, or Save as PDF window will open.
- Select Email. This opens up the Email Report window.
- In the To field, type in the email addresses separated by a comma and space. (Example: test_email@hotmail.com, email_test@yahoo.com, email_test@intuit.com)
- Enter the email addresses in the Cc field.
- Select Send.
Add multiple email addresses to a memorized report
To add multiple email addresses to a memorized report:
- Go to Reports (Take me there).
- Choose Custom reports, then select Edit under the Action column.
- Switch the Set email schedule.
- Customize the set recurrence to your liking. (Note: If the report is a member of a group, the report will follow the schedule for the group. You'll need to remove it from the group if you want to use the schedule you set up.)
- Enter the email you want to send it to and select Save and close.
Save default email addresses when you create a sales form
To avoid entering the same email addresses each time you create a sales form, enter the default email addresses.
- Go to Settings
. - Select Account and Settings.
- Select Sales, then go to Messages.
- Select Edit ✎, then enter the default email addresses in the Cc or Bcc field.
- Select Save.