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

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

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

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!

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.

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.

Hello, I only see the primary email option to fill in when I go to edit my clients information. I wish to have my clients CC email available for when I am ready to send them a new invoice. Rather than having to input them manually is there a better way of doing this?

I appreciate your time joining our forum, @gamezcg. I acknowledge your feedback and suggestions about CC email when sending invoices to the program.

The specific functionality that you're asking about isn't available at this time. However, I will forward this request to our product engineers, so that it is considered for future updates.

I know how inconvenient it is to manually enter the email address every time you email an invoice in QuickBooks. Please know that we always take our customers' requests and ideas into consideration when prioritizing feature development.

To send feedback, you may follow the steps below:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

You can also check this link for more details: How do I submit feedback?

I'm also adding these links that you can utilize for future reference. These can walk you through the steps on how to personalize your sales forms and record your invoice payment:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers.

Don't hesitate to reach out to the Community anytime you have questions or concerns about the QuickBooks features. The Community and I will be happy to help you some more.