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To be able to cc another email for estimates like it lets you do for invoices

JohnRoberts

Hi, 

 

My company has 2 people with different email addresses who deal with the estimates and invoices. The quickbooks software lets you set up for all my invoices I send to automatically cc another email address on them so whenever a customer replies it goes to both of them, however there is no option to do this for the estimates which I would like to be able to do.

Thanks for raising this idea, we are changing the status of this to Closed due to low upvotes. 

Status: Closed
Vote now if this is a good idea
2 Comments
SheandL
QuickBooks Team
QuickBooks Team

The CC option is available in your estimates, John. Let's work on this together so you can access this.

 

Firstly, when working with your sales form, you'll have the ability to use cc/bcc. Based on your verbatim, it seems like it's not available on your end, let's troubleshoot the issue to determine the root cause for this. 

 

Sometimes, our browser's cache will be filled which causes unexpected issues and behavior while working with our system. To isolate this issue, we can open your account using an incognito window and CC another email address for your estimates. 

 

Here are the keyboard shortcuts you can use: 

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you can view the options while using a private window, you can clear your cache and cookies so the restart. If the issue persists while working using this window, I recommend switching to a different supported browser.

 

To know more about personalizing your sales forms in QuickBooks Online, you can read this article: Customise invoices, estimates, and sales receipts.

 

I'll be sure you'll be heard when you have other concerns regarding using the CC option when sending an email. I'm one reply away from this post.

JackS
Moderator
Moderator
Status changed to: Closed

Thanks for raising this idea, we are changing the status of this to Closed due to low upvotes. 

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