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Ratel
Level 1

can i set up QB to mail me a copy of the quote or invoice

copy me in via email when i do a quote

1 Comment 1
ShyMae
QuickBooks Team

can i set up QB to mail me a copy of the quote or invoice

Yes, Ratel, you can set up QuickBooks to email you a copy of the invoices or quotes you send to your customers. I'll be happy to walk you through the process.

 

When creating an invoice and quote, you'll see a CC or BCC field where you can enter your email address. This process ensures you'll receive a copy of the document for your records. 

 

Here's a sample screenshot for visual reference.
 

 

If you'd prefer to automatically receive a copy without manually entering your details each time, you can set this by default in the Account and Settings:

 

  1. Click the Gear icon and select Account and Settings.
  2. Go to the Sales tab and scroll to the Messages section.
  3. Please tick the checkbox that says Email me a copy at (your company email address).
  4. Use the Copy (CC) new invoices to this address field to add other email addresses if needed.

 

For quotes, you can enable the Email me a copy at (your company email address) option to receive a document automatically.
 


However, if you want to send it to other specific email addresses, you'll need to manually add them in the CC or BCC field when creating the quote.

 

Let me know if you have any further questions. We're always here to help!