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Hello there! It's a pleasure to have you back in the Community forum. We'd be glad to walk you through the process of setting up the CC email in your QuickBooks Online (QBO) account.
We greatly appreciate you for choosing QBO as your partner in handling your business transactions. It is easy to configure your system to automatically forward you a copy of transactions that are sent to your customers. Here's how:
Moreover, you'll want to personalise and add specific info to your sales forms. Please refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.
The Community is always looking forward to assisting you in the future. Don't hesitate to click the Reply button below if you have further questions. Have a prosperous year with QuickBooks!
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