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J
joetaylor
May 16, 2020
Question

How do I tell when I sent an estimate/invoice to an invalid email address?? is there a report?? people have called saying they havent recieved - any help be great

  • May 16, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

J
JamesM
May 18, 2020

Hi there,

 

 

It's important you're able to know where your estimate/invoices where sent to. Don't worry, I'll be glad to give you a hand with this. 

 

At this time, you can check on the status of the invoice/estimate. The Customer Transaction page allows you to see the invoice status which helps determine if the invoice was sent or not. 

 

In case you'd like to get a copy of the invoices when you send them out going forward, check out these steps here: 

  1. Go to Gear icon.
  2. Choose Account and Settings.
  3. Click Sales.
  4. Under Messages, check the option that says Email me a copy at.
  5. Enter the email address in the Copy (CC)  new invoices to address or Blind Copy (Bcc) new invoices to address field.
  6. Click Save and Done

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link

T
terrydana
June 9, 2021

What are the instructions for setting up bcc in Quickbooks Desktop 2020?

L
LauraAB
June 9, 2021

Hi there terrydana,

 

Thanks for joining us on this thread. I know the option to Bcc certain email addresses on the forms you send is useful for a number of reasons, and I'd be happy to walk you through how to set this up in QuickBooks Desktop.

 

As you well know, the steps between QuickBooks Online and QuickBooks Desktop can be vastly different. While the principle of setting up a Bcc address is the same in that it's done in the settings, the way to get there isn't the same. I'm happy to share that it's just a few easy steps in your company file preferences to take care of this using the steps below.

  1. Select Edit in top menu of QuickBooks Desktop.
  2. Choose Preferences.
  3. Click the Send Forms option in the left menu.
  4. Select the Company Preferences tab.
  5. Choose the appropriate Email Template.
  6. Use the Bcc field to enter the address you'd like.
  7. Repeat steps 5 and 6 for the forms you'd like.
  8. Click OK to save.

Once you've got that set up, the program will include the Bcc address listed when the forms are sent. Give that a shot and let me know how it goes!

 

Have a great rest of your day.

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