AddieC
QuickBooks Team

Sales & Customers

Hi there, 

 

Sending invoices directly from QuickBooks Online is an awesome way to streamline your bookkeeping and keep you organized. The ability to email invoices means that you no longer have to export your invoices and attach them to an email outside the QuickBooks environment. I'll explain how this works in regards to your external email program. 

 

When invoices are sent from QuickBooks Online, they'll be received by your customers from the email address generated and associated with your Quickbooks account, rather than from the email you use to access your account. Therefore, these emails won't appear in your Sent folder in your external email program (i.e. Gmail, Outlook, iCloud, etc.). 

 

If you'd like to have access to these emailed invoices from your email program, you can Cc yourself on the emails you send from QuickBooks. This helps by allowing you to confirm which emails were sent out, and ensure they've been received. To add yourself as a Cc, simply click the tab that says, Cc Bcc under the email field on your sales form. 

 

I hope this helps clarify the process for you. If you have any other questions, please reach out to our tech support team. 

 

Have a wonderful week.