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Level 1

How do i set QBO up to automatically send cc to my email when emailing invoices to customers

My system was once set up to automatically send my email a cc of any invoices that i sent out.

It no longer does so.   

I want to set it up so when ever i send out an invoice [via email] it automatically sends a copy to my email as well

Solved
Best answer 10-15-2018

Best Answers
Level 7

Go to the Gear Icon on the top right, Account & Settings>...

Go to the Gear Icon on the top right, Account & Settings> Sales. Under the area that says Messages, Click the pencil all the way to the right and it should give you the option to CC or BCC to your email. Hope this helps! :)

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15 Comments
Level 7

Go to the Gear Icon on the top right, Account & Settings>...

Go to the Gear Icon on the top right, Account & Settings> Sales. Under the area that says Messages, Click the pencil all the way to the right and it should give you the option to CC or BCC to your email. Hope this helps! :)

View solution in original post

Level 1

I have tried what you suggested jessbru99568 and it still...

I have tried what you suggested jessbru99568 and it still doesn't work. It saves my emails that I would like but no emails are sent to me after I email the invoices. Is this a glitch or is there another option?
Level 7

@scottew How do you send the invoices? Do you open them,...

@scottew How do you send the invoices? Do you open them, then send? Or select them from the list of invoices on the customer page, then Click Send Transactions?
Level 1

@jessbru99568 We open the invoice and then send them. I h...

@jessbru99568 We open the invoice and then send them. I have put in my personal email address and used that as a test and we still do not receive all the emails.
Level 7

When the invoices are open, at the top does it show you t...

When the invoices are open, at the top does it show you that it is CC or BCC to your email?
Level 1

If I type them in it does, but if I save them in the sett...

If I type them in it does, but if I save them in the settings area it does not show them.
Level 7

Ok. Sorry, just trying to figure out why. Are you importi...

Ok. Sorry, just trying to figure out why. Are you importing the invoices from an third party app or creating them in QBO?
Level 7

We use a third party app for some of our invoicing and I...

We use a third party app for some of our invoicing and I noticed on those that it doesn't CC to me unless I enter it in on the invoice.
Level 1

No I appreciate all your help. We are importing for a thi...

No I appreciate all your help. We are importing for a third party inventory control platform. I am betting that is the issue.
Level 7

Yes, unfortunately that is most likely your issue. If you...

Yes, unfortunately that is most likely your issue. If you create them directly in QBO, then the option is available.
Level 2

Re: Go to the Gear Icon on the top right, Account & Settings>...

Jessbru99568  Where is the Gear button?  Meaning what screen am I in to look for the Gear button?

Level 1

Re: Go to the Gear Icon on the top right, Account & Settings>...

We are having the same problem.  It seems like there is a gap between what you put in the messages from the customize email template form and the account setting-->sales--> messages form.  

 

Please help.  We are having a similar issue with our payments not coming through.

 

Kara

QuickBooks Team

Re: Go to the Gear Icon on the top right, Account & Settings>...

I found a similar concern in our list of reported issues, and our product engineers are currently working on it, kschondorf. 

 

For you to be added to the list of affected users, I recommend reaching out to our Customer Support Team. That way, you'll receive email notifications. 

 

Here's how: 

  1. Click the Help ( ? ) icon at the upper-right corner. 
  2. Select Contact us and then enter your concern. 
  3. Click Continue
  4. You have to ways on how to connect with us. It can be through call or chat

Thanks for your patience!

Level 1

Re: How do i set QBO up to automatically send cc to my email when emailing invoices to customers

You should be able to change or add email addresses here:

 

1.  Customers > Customer Center

2.  Double-click on the customer whose emails address you want to add to or change

3.  On the Address Info tab you will see fields for main email and cc email (to the right).  Enter any email addresses that you want there.  We have found an issue w/QB if you are using multiple emails do not enter a space after the ; symbol that you use to separate the email addresses.  If you use a space it will tell you it could not send.  so example:  [email address removed];[email address removed]

4.  Click OK and it should save them there.

Level 1

Re: How do i set QBO up to automatically send cc to my email when emailing invoices to customers

You should be able to change or add email addresses here:

 

1.  Customers > Customer Center

2.  Double-click on the customer whose emails address you want to add to or change

3.  On the Address Info tab you will see fields for main email and cc email (to the right).  Enter any email addresses that you want there.  We have found an issue w/QB if you are using multiple emails do not enter a space after the ; symbol that you use to separate the email addresses.  If you use a space it will tell you it could not send.  so example:  [email address removed];[email address removed]

4.  Click OK and it should save them there.

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