cancel
Showing results for 
Search instead for 
Did you mean: 
drdogfish
Level 2

How do I get QBO to blind cc me when I mail invoices to my clients? It used to do this every time, but stopped recently. I need this to confirm it was sent.

Mac OS 12,6
3 Comments 3
JessT
Moderator

How do I get QBO to blind cc me when I mail invoices to my clients? It used to do this every time, but stopped recently. I need this to confirm it was sent.

Hi drdogfish,

 

The option to receive a copy of the sales transactions you send may be disabled in your settings. Let's check that out.

 

  1. Go to the Gear icon and choose Accounts and settings.
  2. Select the Sales bar and click the Message section
  3. See the Email me a copy at checkbox and have it enabled.
  4. Click Save and then Done.

 

If the option is turned on in the first place, you can disable, click Save, and then enable it again to refresh the settings. After that, try sending a dummy invoice to see if you receive a copy. Check your email's Spam and Trash folders as well. If it's the same thing, please contact our QBO Support to check this further in a more secure environment.

 

On the other hand, I'd like to include the article with steps to troubleshoot email issues on your customer's side in case this will become an issue, too. You can actually perform the steps since a copy is also an outgoing email. Check this out: 3 Solutions for you when customers aren't receiving your emails.

 

You can always go back to this thread if you have questions along the way. We'll continue to help.

drdogfish
Level 2

How do I get QBO to blind cc me when I mail invoices to my clients? It used to do this every time, but stopped recently. I need this to confirm it was sent.

That option was already checked. I followed your instructions for that eventuality. Still did not work. I also check off the option lower down to send a BCC to my email address. Also did not work. What now?

Carneil_C
QuickBooks Team

How do I get QBO to blind cc me when I mail invoices to my clients? It used to do this every time, but stopped recently. I need this to confirm it was sent.

Please know that this isn't the kind of service we want you to experience with us, @drdogfish. Rest assured, I’m here to shed some light on your concern about your invoices.

 

To begin with, I appreciate you for following the steps provided by my peer above. Since you're still unable to receive a copy of your emailed invoices, please review your Spam or Junk folders to verify if the email is accidentally identified as spam.

 

Let’s try logging in to your QBO account using a private window if the issue persists. Thus, too much historical data from the browser causes discrepancies that affect the view and performance of your QuickBooks. As a result, you may be unable to receive mail invoices.

 

To help us determine if this is a browser-related issue, feel free to use either of these keyboard shortcuts to open an incognito window depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

From there, try sending a dummy invoice again. If it works, you can go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the results.

 

As provided by my colleague above, I'd recommend reaching out to our QuickBooks Online Support Team. This way, you'll be able to have a screen-sharing session with them to investigate your query further.

 

Also, to ensure that we address your concern timely, you can check our available hours when contacting them.

 

Feel free to reach out to keep me posted on your progress with managing your invoices in QBO. I'll be standing by for your response. Have a great day, and stay safe.

Need to get in touch?

Contact us