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M
MeganCPI
October 18, 2024
Question

I do not want a BCC of every invoice that goes out

  • October 18, 2024
  • 1 reply
  • 0 views

I'm on QBAccountant, and I am receiving a blind carbon copy of every invoice that is being sent out by one of my clients. I have checked the settings both on the firm side, and on the client side and there are no default emails in the Sales section. SS attached. So why am I receiving these emails? I have considered setting a rule in my inbox to ignore things from QB but that seems risky.

 

 

[Screenshot removed contains PII: Email Address]

1 reply

K
Kurt_M
October 18, 2024

We'll provide more details to prevent receiving Blind Carbon Copies of the invoices whenever your clients send them out using QuickBooks Online (QBO), Megan.

 

You'll want to coordinate with the client and let them know not to add your email in the BCC field when entering an invoice inside the program. Doing this will ensure you'll no longer receive a copy in your email when they send it to their customers using QuickBooks. To check if this is the case, these are the steps:

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Sales tab.
  3. Go to the Invoice section.
  4. Select an invoice and then below the Action column, click the Dropdown Arrow and then click View/Edit.
  5. Below the Customer Name field, click Cc/Bcc to check if your email is added.
  6. Ensure the Bcc field is empty.
  7. Once done, click the Save button.

If the issue persists after double checking the CC/Bcc field inside the invoice, you can contact our Customer Care Team for further investigation. See this page for more details: QuickBooks Online Support.

 

Additionally, here's an article in case you want to take over of your client's billing so they can take advantage of the discounts when using QuickBooks: Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.

 

We're open 24/7 if you require assistance handling clients or reconfiguring the account and settings inside QuickBooks. Feel free to visit us or leave a comment below so we can respond and provide the details you need. Stay safe.

M
MeganCPIAuthor
October 18, 2024

The client is not manually adding my email in the BCC line. When one of my staff creates a new invoice on my clients behalf, my email autopopulates in the bcc line. Of course I can ask her to remove it every time, but I shouldn't have to. Is there anywhere else to set email defaults besides the Accounts Settings/Sales screen?

    A
    AnneMariee
    October 18, 2024

    Hi there, MeganCPI. 

     

    Let’s work through some troubleshooting steps to resolve the issue with the BCC line defaulting to sending you copies of invoices in QuickBooks Online.  I recommend telling your customer to access their account in a private window and send a test invoice to themselves. If everything goes smoothly and you stop receiving copies, they’ll need to clear the cache in their regular browser to eliminate any outdated files. Alternatively, they can use a different supported browser.

     

    If the issue continues after these steps, I recommend contacting our live technical support. They can investigate the problem further and provide real-time assistance to get everything sorted out.

     

    Here's how to reach us:

     

    1. Go to the Help menu and select the Search tab.
    2. Next, click Contact Us.
    3. Select a topic to connect with the right expert or choose to ask about something else to enter a brief description of your concern. Then, press Continue.
    4. Lastly, pick either Start a Chat or Get a Callback to start connecting with them.

     

    You can check our support hours here to ensure your concerns are addressed promptly: QuickBooks Online Support.

     

    If your client wants to personalize their sales forms, they can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Please let me know how the troubleshooting goes, MeganCPI. I'm here to help with any other questions or if you need further assistance navigating QuickBooks. Take care!

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