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June 11, 2020
Question

When i send a purchase order and cc someone in for some reason they are now not getting a copy of tghe purchase order. How do i reset it

  • June 11, 2020
  • 1 reply
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1 reply

JasroV
June 11, 2020

Thanks for sharing the details with me, @twiggett.

 

The option to send a Copy (Cc) of your Purchase order to someone isn't available in QuickBooks Online (QBO). You can only send a copy to your own email. Here's how.

 

In your QBO account:

  1. Go to the Gear icon.
  2. Select Account and settings 
  3. Go to the Expenses tab.
  4. Click the Messages section.
  5. Put a check inside the box beside the Email me a copy at field. 
  6. Once done, click Save and then Done.

However, the option to send a Copy (Cc) to someone's email is only available when sending an invoice. Let me show you how.

 

In your QBO account:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales tab.
  4. Click the Messages section.
  5. Add the email address under the Copy (Cc) new invoice to address field. 
  6. Click Save then Done.

You can also read this article for guidance in personalising your invoice and make your own brand: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you have other questions in mind. Keeping you in working order is my top priority. Keep safe and take care always!