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jack Thompson
Level 3

I'm not receiving copies of emailed estimates or notifications of payments received by QB credit card function.

I'm not receiving copies of emailed estimates or notifications of payments received by QB credit card function. Accounts and Settings doesn't appear to have a checkbox for requesting a copied Estimate email although it did allow me to change the text.

1 Comment 1
RheaMaeH
QuickBooks Team

I'm not receiving copies of emailed estimates or notifications of payments received by QB credit card function.

Let’s work together to ensure you receive copies of your estimates and notifications for payments processed through credit card, Jack.

 

Please note that QuickBooks Online (QBO) doesn’t have a direct checkbox in Account and Settings to send copies of estimates. However, you can manually add your email when sending an estimate. Here's how:

 

  1. Click the Sales & Get Paid dropdown and select Sales Transactions.
  2. In the Type section, filter for Estimates.
  3. Open the estimates you want to send.
    Screenshot 2025-07-24 234835.png
  4. Click on the Cc/Bcc field under the customer email section.
  5. Enter your email address in the Cc box and click Save.
    Screenshot 2025-07-24 234854.png
  6. Select Review and Send, then tap Send estimate.

 

To receive payment notifications, let's ensure the correct email is entered in your company settings. Here's how:

 

  1. Click the Gear icon and select Account and settings.
  2. Go to the Company tab.
  3. Under the Company info section, click the Email field.
  4. Enter or confirm your preferred email address.
    Screenshot 2025-07-25 014303.png

 

If your email address is correct but you’re still not receiving notifications, check your email’s Spam or Junk folders to ensure the messages aren’t filtered there.

To enhance your experience, our QuickBooks Live Expert Assisted team can provide personalized guidance and ensure the platform meets your needs effectively.

 

You can revisit this thread if you have additional questions.

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