Account management
Thank you for joining the thread, @shaunmccullough.
You can set QuickBooks to email you a copy of the forms from the Account and Settings page to keep a record of them. Another option is to add your email address on the Cc or Bcc section when sending the forms.
Here's how you can allow QuickBooks to email you a copy of the forms:
- Select Account and Settings from the Gear icon.
- Click on Sales at the left pane, then go to the Messages section and check the box beside Email me a copy.
- Tap Save, then Done.
To enter your email address on the under Cc or Bcc, click on the Cc/Bcc link under the Customer email section.
Once done, you'll automatically receive a copy of the emailed transactions to your email/gmail account.
In case you need additional references while managing your transactions or working with QuickBooks in the future, feel free to read our help articles.
Get back to me if you have any other questions. I'm always here to help. Have a good day!
