Email a sales form or report to multiple email addresses

Emailing a sales form or report to multiple email addresses directly from QuickBooks Online is quick and easy.

Send an email to multiple email addresses

You can send an email to multiple email addresses by doing either of the following:

• Typing in multiple email addresses separated by a comma and space.
• Using the Cc (carbon copy) or Bcc (blind carbon copy) fields.

Things to know when sending an email to multiple email addresses:

• There is a 100-character limit in the recipients email address field. (Note: This limit includes spaces.)
• The system will not allow you to send an email to the same address more than once. (Note: If the email address is added twice, the other email addresses listed after the duplicate email address will not receive the email.)
• Cc recipients are visible to all other recipients.
• Bcc recipients are not visible to anyone.

Add multiple email addresses to a sales form

To send a sales form to multiple email recipients:

1. Go to Sales, the select All sales (Take me there).
2. Select the checkbox for the sales form you want to send.
3. In the Action column, choose Send from the ▼ dropdown menu. The Send email window will open.
4. In the To field, enter the email addresses separated by a comma and space.
5. Enter the email addresses in either the Cc or Bcc field.
6. Select Send.

Add multiple email addresses to a report

To send reports to multiple email recipients:

1. Go to Reports (Take me there).
2. Choose the report you want to send, then select the Email icon. The Print, email, or Save as PDF window will open.
3. Select Email. This opens up the Email Report window.
4. In the To field, type in the email addresses separated by a comma and space. (Example: test_email@hotmail.com, email_test@yahoo.com, email_test@intuit.com)
5. Enter the email addresses in the Cc field.
6. Select Send.

Add multiple email addresses to a memorised report

To add multiple email addresses to a memorised report:

1. Go to Reports (Take me there).
2. Choose Custom reports, then select Edit under the Action column.
3. Switch the Set email schedule.
4. Customise the set recurrence to your liking. (Note: If the report is a member of a group, the report will follow the schedule for the group. You'll need to remove it from the group if you want to use the schedule you set up.)
5. Enter the email you want to send it to and select Save and close.

Save default email addresses when you create a sales form

To avoid entering the same email addresses each time you create a sales form, enter the default email addresses.

1. Go to Settings .
2. Select Account and Settings.
3. Select Sales, then go to Messages.
4. Select Edit ✎, then enter the default email addresses in the Cc or Bcc field.
5. Select Save.