Many customers would like to have new invoices sent as CC to additional email addresses. Where in QBO is this added? QB Deskop Customer record includes a CC field.

Ed From Bend · ‎October 02, 2023

In QuickBooks Desktop, the fields for CC and BCC for emails were set per customer. All of my customers want invoices copied to a primary contact and secondary contact and accounting. Having to manually add these every time I send an invoice is a real lose of functionality from the Desktop version.

Chris CK · ‎March 08, 2024

is there a way to store multiple emails for customers? alot of times they have a billing email but the estimates and even copies of invoices need to go to a different email. it would be great to have a default email, with a drop down list that we could store alternative emails for specific correspondence.

MariaSoledadG · ‎March 08, 2024

I understand how important it is to have an option to choose other alternative emails in QuickBooks Desktop, Chris.

For now, having the option to choose multiple emails as your default or main is unavailable. As a workaround, you can use the email address under the CC email or alternative emails found in the Customer's Profile. Please see the screenshot attached:

On the other hand, you can send feedback to let our product team know how this feature is needed for your business. To do so, follow the steps outlined below:

Go to the Help option.
Select the Send Feedback Online option.
Choose the Product Suggestion option. A pop-up window displays.
Enter your feedback suggestion.
Click the Send Feedback button. The feedback is sent.

Furthermore, QuickBooks provides several reports that you can generate. You'll only have to customize them to ensure you'll get the data you need. I've added this article for more details: Customize Reports in QuickBooks Desktop.

You can always let me know if you have any other concerns about choosing email addresses in QuickBooks. The Community is always right here to help.

jadams1

‎April 03, 2019 06:01 AM

Today is April 4, 2024

My question is, I have a client who wants to use: info at (using the symbol). [email address removed] as their billing address. However, I want to also send as a cc to a particular person on my client's staff, this same email. However, I certainly don't want to cc this particular person on every one of the invoices that I send to other clients each month, only to the one client. How can this be done?

I saw this email correspondence that took place back in April 2019, but it was not of much help. Has QuickBooks addressed and fixed this issue in the last 5 years?

Sincerely,

John Adams

So based on the response, it is not currently possible to add CC email addresses stored in "Customer Information" to populate on an invoice. How do I submit this as a suggested addition to Quickbooks Online ? Thanks !

JaeAnnC

Hello there, John.

Currently, we're unable to add a CC email address to a customer's profile in QuickBooks Online (QBO) and auto-populate it in invoices.

I understand that this feature would be helpful for you to streamline your invoicing process in QBO. Don't worry. I'll help you relay your valuable insight to our software engineers so they can consider incorporating your suggestion in our future product upgrades.

To do that:

Go to the Gear icon.
Select Feedback.
Enter your feature request, then Next.

You may also want to track the status of your suggestions by visiting the Customer Feedback page.

Additionally, here's an article to guide you in sending statements to your customers to view their outstanding balances: Create and send customer statements in QuickBooks Online.

Feel free to visit us when you need further guidance in managing your customers in QBO. We're always available in the Community to assist you. Stay safe, and have a good one.

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