Skip to main content
September 11, 2024
Question

Can I add a BCC email to all my forms? (invoices, estimates)

  • September 11, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

September 11, 2024

Yes. You can add a BCC email to invoices, estimates, and other transactions inside your company file, Patty. I'll gladly walk you through the process to help you get through this.

 

When entering an invoice, estimate, or other sales form inside the program, there's an option where you can add a BCC or CC. This way, you can also send a copy of the transaction to the email addresses added in the CC and BCC fields. I'll outline the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the + New button.
  3. Select a transaction that you want to create. It can be invoices, sales receipts, or estimates.
  4. Choose a customer and then below the Email field, click Cc/Bcc.
  5. Enter the email address and then click the Save button.
  6. Add the necessary details in each field inside the transaction.
  7. Once done, click the Save and close or Review and send button.

 

In addition, here are some articles to help you create personalized sales forms and manage customer invoice payments inside QBO: 
 

 

The Community is always ready to assist you in handling transactions or managing customer payments inside QuickBooks. You can also comment below if you have additional questions about the program. Keep safe.