Sales & Customers

Hello info1154,

Welcome back to the QuickBooks Community, and thanks for shedding a bit of light on the trouble you're having with using the Cc and Bcc options on your transactions sent to customers in QuickBooks Online. I can go over how this feature works and walk your through some troubleshooting to help get back on track.

There are two ways to work with the Cc and Bcc options in the program: on the transaction itself, where the option can be toggled right under where you'd put your customer's email, or through your account settings. Adding the Cc and Bcc information from the account settings is useful for if you want all customer transactions to include that information, not just certain ones. Here's how you'd get to it.

1. Select the Gear icon.
2. Choose Account and settings.
3. Go to the Sales section in the settings.
4. Click the Messages sub-section.
5. Enter an email or emails into the Copy (Cc) new invoices to address and Blind Copy (Bcc) new invoices to address fields as needed.
6. Click Save.
7. Select Done to exit settings.

From there on out, the program will include those details when you send sales transactions.

As for the feature not seeming to work, I see your last question in Community was related to issues with sending invoices. If you're still having that problem, this could be another facet of that. All the same, I'd like to start you with the same troubleshooting steps my colleague shared with you on that question. Even if you're confident it's not an issue with your browser, cache, or Internet, I recommend going through these steps anyway just to be sure.

• Clear browser cache if using a browser
• Clear the app cache if using the QuickBooks Online app for Windows or Mac
• Try a browser if using the app
• Try a private browser window
• Try another browser type
• Make sure you're using a supported browser and system
• Reset your Internet or try on another computer or device

At the end of it all, if you're still having trouble, please don't hesitate to reach out to our support team to work with a tech support member one-on-one to figure out what's happened and find a resolution. As a reminder, here are the options for getting in touch.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Take care!