SarahannC
Moderator

Account management

Welcome to QuickBooks Community, hollydoll83! You're doing the right thing.


Yes, there's a way to get a copy of the estimates you've sent to your customers. Also, I appreciate you for reviewing the setup in the settings. No worries, I'm here to help you get a copy of the estimates.

First, check the spam filter or junk folder to locate the copy of the estimate. If you're unable to find it, let's review your company email. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. In the Company tab, make sure the company email is correct. 
  4. Click Save. Then, Done.

 

Then, go to the Sales menu and re-checked the Email me a copy box. Once done, click Save. Then, click Done to reflect the changes. You can create a sample estimate or recreate it. Once done, send it and check if you are receiving a copy.

 

Alternatively, we can utilize the Cc field to get a copy. Please see the sample screenshot below for additional reference:

 

Here are some articles about handling sales forms in the program:

 

 

I'm just around to help if you have further questions or concerns about the sales forms and anything related to QuickBooks. Simply add the details below and I'll get back to you.