cancel
Showing results for 
Search instead for 
Did you mean: 
waynecellio1951
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 October 15, 2018

Best Answers
jessbru99568
Level 7

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

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

17 Comments 17
jessbru99568
Level 7

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

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! :)

scottew
Level 2

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

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?
jessbru99568
Level 7

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

@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?
scottew
Level 2

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

@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.
jessbru99568
Level 7

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

When the invoices are open, at the top does it show you that it is CC or BCC to your email?
scottew
Level 2

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

If I type them in it does, but if I save them in the settings area it does not show them.
jessbru99568
Level 7

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

Ok. Sorry, just trying to figure out why. Are you importing the invoices from an third party app or creating them in QBO?
jessbru99568
Level 7

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

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.
scottew
Level 2

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

No I appreciate all your help. We are importing for a third party inventory control platform. I am betting that is the issue.
jessbru99568
Level 7

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

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

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?

kschondorf
Level 2

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

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

Catherine_B
QuickBooks Team

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

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!

RHillTA
Level 1

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.

RHillTA
Level 1

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.

gamezcg
Level 1

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

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?

JoesemM
Moderator

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

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:

 

 

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.

Need to get in touch?

Contact us