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nadia-riopel-net
Level 1

I normally get cc on all invoices that I email out to customers. Recently this has stopped, why is this happening when I have not done anything to create this problem?

 
1 Comment 1
FatimaJasmin_V
QuickBooks Team

I normally get cc on all invoices that I email out to customers. Recently this has stopped, why is this happening when I have not done anything to create this problem?

Hi there, Nadia. Let me help you with your concern.

 

Receiving a carbon copy of your invoices is essential for maintaining accurate records. If it's not working, the setup might have been changed. To verify or update it, please follow these steps:

 

  1. Click the Gear icon.
  2. Under Your Company, select Accounts and settings.
  3. Go to the Sales tab.
  4. Scroll down and locate the Messages section.
  5. Ensure the checkbox is selected for Email me a copy under Messages. This step ensures that QuickBooks automatically sends you a CC or BCC email for every invoice you send.
  6. Click Save.
  7. Select Done.

 

To make sure everything is set up correctly, it’s a good idea to quickly check the CC or BCC field when sending an invoice and see if your email address is included. This way, you can rest assured that a copy will be sent to your inbox for your reference.

 

Please let me know if you have any further questions or need additional assistance.

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