Sending invoices directly from QuickBooks Online is an awesome way to streamline your bookkeeping and keep you organized. The ability to email invoices means that you no longer have to export your invoices and attach them to an email outside the QuickBooks environment. I'll explain how this works in regards to your external email program.
When invoices are sent from QuickBooks Online, they'll be received by your customers from the email address generated and associated with your Quickbooks account, rather than from the email you use to access your account. Therefore, these emails won't appear in your Sent folder in your external email program (i.e. Gmail, Outlook, iCloud, etc.).
If you'd like to have access to these emailed invoices from your email program, you can Cc yourself on the emails you send from QuickBooks. This helps by allowing you to confirm which emails were sent out, and ensure they've been received. To add yourself as a Cc, simply click the tab that says, Cc Bcc under the email field on your sales form.
I hope this helps clarify the process for you. If you have any other questions, please reach out to our tech support team.
Have a wonderful week.
I know how important it is to keep an open line of communication with your customers. Ensuring that you can locate their responses to your invoices or other transaction emails sent from QuickBooks Online is important. Let me go over this with you.
As @AddieC explained, when you send an invoice to your customer from QuickBooks Online, it's sent to your customer from firstname.lastname@example.org. Should your customer hit Reply to that email, they'll be sending their reply to the email address that's associated with your company. If you're not sure which one that is, you can navigate to the Gear icon, then choose Account and Settings. The Contact info section features your Company email and Customer-facing email. The customer email is the one that a reply would be sent to, so ensure that it's correct.
If your customer indicates that they've replied to the invoice you sent from QBO, you should check your inbox, including spam or junk folders to ensure that the email didn't get flagged upon arrival.
Let me know if you have any other questions. I'm happy to point you in the right direction. Have a great evening!
Welcome back to the QuickBooks Community, and thanks for shedding a bit of light on the trouble you're having with using the Cc and Bcc options on your transactions sent to customers in QuickBooks Online. I can go over how this feature works and walk your through some troubleshooting to help get back on track.
There are two ways to work with the Cc and Bcc options in the program: on the transaction itself, where the option can be toggled right under where you'd put your customer's email, or through your account settings. Adding the Cc and Bcc information from the account settings is useful for if you want all customer transactions to include that information, not just certain ones. Here's how you'd get to it.
From there on out, the program will include those details when you send sales transactions.
As for the feature not seeming to work, I see your last question in Community was related to issues with sending invoices. If you're still having that problem, this could be another facet of that. All the same, I'd like to start you with the same troubleshooting steps my colleague shared with you on that question. Even if you're confident it's not an issue with your browser, cache, or Internet, I recommend going through these steps anyway just to be sure.
At the end of it all, if you're still having trouble, please don't hesitate to reach out to our support team to work with a tech support member one-on-one to figure out what's happened and find a resolution. As a reminder, here are the options for getting in touch.
Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.