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A
arkvalleyinfo
March 9, 2019
Question

Many customers would like to have new invoices sent as CC to additional email addresses. Where in QBO is this added? QB Deskop Customer record includes a CC field.

  • March 9, 2019
  • 6 replies
  • 0 views
Recurring Transactions does have a CC field, and this works for monthly recuring invoices, but it does not work for a newly created invoice.

6 replies

NOT MY USER ID
NOT MY USER ID
March 9, 2019

Check out this article for help:

https://quickbooks.intuit.com/community/Help-Articles/How-to-email-a-sales-form-or-report-to-multiple-email-addresses/m-p/186100

    john-pero
    john-pero
    March 9, 2019

    In the email address (when it is blank before you enter customer name the instructions are there) box separate additional email addesses by a comma

    or click on the cc/bc link just below, see my attachment

      T
      TonyM
      April 2, 2019

      Is there a way to save the cc: email addresses in the customer setup vs entering them each time you send an invoice?

      M
      Mark_R
      April 2, 2019

      Welcome to the Community, @TonyM.

       

      You'll be happy to know that you can add a Carbon Copy (CC) email address in sending an invoice. And I'd be glad to walk you through the steps.

       

      1. Click the Gear icon, then select Account and Settings.
      2. From the left menu, click Sales.
      3. In the Messages section, you can enter the email address under Copy (Cc) new invoices to address.
      4. Click Save.
      5. Hit Done.

       

      From there, you also have the option to enter a BCC to your email.

       

      Fill me in if you have any other questions managing your invoice. I'll be around if you need any help.

        T
        TMCUN199
        June 23, 2021

        Has QB fixed this issue yet?

         

        Thanks

          C
          Catherine_B
          June 23, 2021

          We are continually looking into future updates of this product suggestion, TMCUN199.

           

          In the meantime, I'm inviting you to visit The QuickBooks Blog to get updates about our latest features and services. 

           

          To help you manage your customer emails and transactions, you can use these links:

           

          Your suggestions are ways on how we can improve the system more. You'll also want to submit your feedback by following the steps shared by my colleagues above. Let me know if you have other questions. 

          J
          jordan8037310
          May 21, 2022

          sad to see this is still an open feature request. Why hasn't this basic functionality been prioritized? 

            G
            GebelAlainaM
            May 21, 2022

            Thank you for joining the thread, @jordan8037310. I'm here to provide you some details about the feature request update.

            Our design engineers are continuing to develop features for your convenience. Please know that while your request is highly prioritized, our developers will need to make a careful study before they consider adding it to our services

            .Additionally, we're unable to provide a timeframe for it to be available. In the meantime, you can check out our QuickBooks Blog for the recent news, new features, and updates.

            You can also tack the status of your submitted feature request in this article: Customer Feedback website

            Feel free to visit us again if you have any other concerns. I'll be glad to help you. Have a good one!

            M
            MDC1984
            August 11, 2022

            Just adding my voice to this request. Hope to see it soon!

              L
              L80Lola
              February 22, 2023

              I upgraded (if you can call it an upgrade) from QB Desktop to QBO this week, but I wish I had seen this conversation thread prior to the upgrade. I can't believe a basic function like the ability to add cc: email addresses to the customer profile isn't available with QBO. Or that adding email addresses to the cc: field when sending invoices isn't saved in QBO so we don't have to re-enter email addresses in the cc: field each time we send invoices to clients. The engineers aren't business owners and accountants trying to work efficiently in QBO. I really find no excuse for QuickBooks to eliminate functionality in QBO that was available in the Desktop version. They have done a great disservice to their clients. I've provided comments through the Feedback function, but since this thread began in March 2019 (really QuickBooks - FOUR years ago), I can only conclude that the feedback is falling on deaf ears. This isn't a pie-in-the-sky function that users are requesting. This is a very real need. 

                T
                ts23456
                April 19, 2023

                Agree! If it's available as a feature in the desktop version, it should be easy to add as a feature in the online version. What was supposed to be an easier and more convenient way to use Quickbooks has turned into a time suck. Really bad especially since this has been requested for over 4 years!

                  E
                  Ed From Bend
                  October 2, 2023

                  In QuickBooks Desktop, the fields for CC and BCC for emails were set per customer. All of my customers want invoices copied to a primary contact and secondary contact and accounting. Having to manually add these every time I send an invoice is a real lose of functionality from the Desktop version.

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