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margaret16
Level 1

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

 
7 Comments 7
vpcontroller
Level 11

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

@margaret16 

 

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

 

Great question!

Currently, you can't.

The only other option is to add another "Manage senders" with a different email address. You can add as a standard user.

 

manage-senders.PNG

john-pero
Community Champion

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

Switch to desktop and you can cc or bcc emailed invoices to multiple peeps. If QBO cannot cc (carbon copy) the emailed forms then it just one more reason to stay or switch to desktop

margaret16
Level 1

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

I am paying for two different companies. Are you telling me that the only way to use one of the functions is to add another user and pay again? That doesn't make sense.

 

I tried manage senders, but it will not recognize my second email.

margaret16
Level 1

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

So the feature is not available in all subscriptions?

Pabz_L
QuickBooks Team

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

Thank you for your reply, @margaret16.

 

You can email receipt to multiple companies by putting two email addresses in the email box. Please refer to the screenshot below.

 

 

 

However, if you wanted to send receipts by batch, it is not available as of now in QuickBooks Online. But, I wanted you to know that your voice is important to us, rest assured that this will be escalated to our developers/engineers for this feature/update.

 

I’ll be leaving you an article on how to Set up and send progress invoices in QuickBooks Online.

 

Please reach out again if you have any other questions. Have a nice day!

vpcontroller
Level 11

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

@margaret16 

 

"I am paying for two different companies. Are you telling me that the only way to use one of the functions is to add another user and pay again? That doesn't make sense.

 

I tried manage senders, but it will not recognize my second email."

 

No, you don't need to pay for adding another user. Depending upon which plan you have, except Simple Start plan, you should be able to add an additional user as Standard User on the 2nd company.

From the Gear icon on top > Your Company > Manage Users > Click Add user and follow the steps. This is where you add a new user with a different email address.

 

Refer to this article for more info:

https://quickbooks.intuit.com/learn-support/en-us/set-up-users/user-types-in-quickbooks-online/00/18...

 

Hope this helps!

 

manage_users2.png

 

 

 

margaret16
Level 1

How do I set it up so that I can email receipts to two companies? And how to move them from one to another, since they are all being sent to only one company

No, I don't mean email a receipt to someone who purchased something from me.  I mean emailing a receipt for something I paid for, so that my bookkeeper can attach the receipt to the reconciled transaction. When I change the email address for company A, then it does not recognize emails send to company B with my company B address. Because I use the same email address to sign into Intuit/Quickbooks, and then switch between companies.  

 

I tested it again today, and now it seems to be working.

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