GebelAlainaM
QuickBooks Team

Transactions

I appreciate you joining the thread, Olivier. I'll gladly share information about adding a person in the CC area automatically and permanently in QuickBooks Self-Employed (QBSE).

 

The option to add CC in the invoice automatically is currently unavailable. We're only allowed to add this manually, as you've stated. With that, I recommend sending feedback to our product development team so they can add this feature in the future enhancement of QBSE to help improve your experience. Also, know that you're opinion or suggestions are highly appreciated.

 

Here's how:

 

  1. Select Assistant in the upper-right corner.
  2. Type and enter "Submit feedback" into the chatbox.
  3. Choose the Add a feature and follow the prompts to send your feedback.

 

To learn about the latest news and updates, check out this article: QuickBooks Blog.

 

I've also added this article for more details about managing invoices: Create invoices in QuickBooks Self-Employed.

 

Keep me posted if you have any other concerns or suggestions with your QuickBooks account. I'll help you take care of it. Have a good one!