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VermontPlank
Level 1

Set Auto bcc when sending Estimates

How can I set an automatic "bcc" email address when sending estimates?

 

This feature exists for sending *invoices*:

 

Account & Settings > Sales > Messages > "Blind Copy (Bcc) new invoices to address" ....

 

why doesn't it exists for *estimates*?? We need it for the same reasons.

1 Comment
MadelynC
QuickBooks Team

Set Auto bcc when sending Estimates

I’m here to share some information about setting an automatic Blind Copy (Bcc) email address in QuickBooks, @VermontPlank.

 

Having an automatic Bcc email address when creating estimates is a great idea. And I can see how this feature would help you and other users. However, the option is only available for invoice transactions.

 

On the other hand, QuickBooks Online is constantly evolving and adding features to meet our customer's business needs. I'd encourage you to check out our QuickBooks Blog to be updated with our latest news and updates, including product improvements. 

 

You might want to check this article about emailing a sales form or report to multiple email addresses directly from QBO. This reference provides instructions to add and save default email addresses to a sales form and reports.

 

Click the Reply button below if you need more help with managing your estimates or any QuickBooks-related concerns. I'll be here. Take care and have a pleasant day.

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