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July 18, 2023
Question

Can i set up my account to automatically forward me a copy of transactions as they are sent to customers?

  • July 18, 2023
  • 1 reply
  • 0 views
I have this option on my UK account but my new account set up for ireland is not the same.

1 reply

July 18, 2023

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:

 

  1. Go to the Account and settings by clicking the Gear icon.
  2. Select the Sales menu.
  3. Scroll down until you see the Messages tab. Click its Pencil icon.
  4. Hit the Email me a copy checkbox. Then Save.
  5. Click Done.

 

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!