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jpcustomrenovati
Level 1

I want to adjust the setting so that every time I send out a invoice/estimate I automatically get a copy sent to my email without having to cc myself every time. How?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I want to adjust the setting so that every time I send out a invoice/estimate I automatically get a copy sent to my email without having to cc myself every time. How?

You need a third party connector to automate the process and it will pass the estimate/invoice data to Gmail. You can open it in your Gmail account and/or set it to automatically forward it to another email address.

Alex M
QuickBooks Team

I want to adjust the setting so that every time I send out a invoice/estimate I automatically get a copy sent to my email without having to cc myself every time. How?

Hi there jpcustomrenovati,

 

It's important that all your transactions are entered correctly for your records to be accurate. QuickBooks Online is a great tool able to help you keep track of your sales and expenses so you can see your company's profit. I can provide some information about emailing invoices.

 

If you're looking at having your email as a Cc or a Bcc, but are just not wanting to type out your email each time you create an invoice, you can add a default Cc or Bcc by going to the Gear Icon, then account and settings. Go to the Sales section, then click on the Messages subsection to open up an expanded menu. Within the newly shown options, you should see a field to add a default Cc or Bcc.

 

If you're looking at another way than Cc or Bcc to get the invoices to your email, as Fiat Lux - ASIA mentioned, another third-party app may be needed to do so. You can view the list of third-party apps by going to the My apps section of your QuickBooks account.

 

If you have any other questions, feel free to reach out here.

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