Email a sales form or report to multiple email addresses in QuickBooks Online

Learn how to email a sales form or report to multiple email addresses in QuickBooks Online.

Send a sales form or report to multiple email addresses at once. This helps you save time and effort, so you can focus more on growing your business.

Before you proceed, take note of the following:

• There’s a 100-character limit in the To field, including spaces.
• There’s a 200-character limit in both the Carbon copy (Cc) and Blind carbon copy (Bcc) fields, including spaces.
• Cc recipients are visible to all other recipients.
• Bcc recipients aren’t visible to all other recipients.
• Don’t enter the same email address more than once. If you do, other email addresses listed after the duplicate email won’t receive the email.

Email a sales form to multiple recipients

1. Sign in to QuickBooks Online.
2. Go to Sales, then select the All sales tab.
3. Find then select the sales form you want to send.
4. Select the More actions ▼ dropdown, then select Send. This opens the send email window.
5. In the To field, enter the email addresses you want to send the sales form to. Use a comma and a space to separate them.
   Tip: Select Cc/Bcc next to To if you need to enter more email addresses. You can also send a copy of the email to yourself when you select the Send me a copy checkbox.
6. Select Send.

Set default email addresses for invoices

You can also set default email addresses for all invoices, so you don’t have to enter them each time you create an invoice. Here’s how:

1. Go to Settings , then select Account and settings.
2. Select Sales, then select Messages.
3. Select Edit .
4. Enter the email addresses in the Cc or Bcc fields. Use a comma and a space to separate them.
5. Select Save.

Email a report to multiple recipients

1. Go to Reports, then find and select the report you want to send.
2. Select the Report period ▼ dropdown to set a date range for the report. You can also enter the dates manually.
3. Set your other preferences, then select Email. This opens the Print, email, or save as PDF window.
   Notes:
   • By default, the page orientation is set to portrait. If you want to change it, select the Orientation ▼ dropdown, then select Landscape.
   • By default, the Repeat page header is selected. If you don’t want your company name, report title, and date to appear at the top of each page, deselect the checkbox.
4. Select Email. This opens the Email Report window.
5. In the To field, enter the email addresses you want to send the report to. Use a comma and a space to separate them.
   Tip: You can also use the CC field if you need to enter more email addresses.
6. Select Send.

You can also create a workflow to run a report then send it to multiple recipients at your preferred schedules. Here’s how.

1. Go to Reports, then select Custom reports.
2. Find then select the report you want to create a workflow for.
3. Select the More actions ▼ dropdown, then select Schedule report.
4. Enter a name for the workflow, then set your preferences for the schedule.
5. In the Send to field, enter the email addresses you want to send the report to. Use a comma and a space to separate them.
   Tip: Select Add CC or Add BCC if you need to enter more email addresses.
6. Fill out the Subject and Message fields.
7. Select Save and turn on.