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NEW Connect to DBS IDEAL direct bank feeds Click here

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LeizylM
QuickBooks Team

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I recognize the importance of automatically carbon copy (Cc) of different divisions in QuickBooks Online (QBO), africangoldcarp. I'm here to share insights about this. 

 

In QBO, you can add a default email address to be your Cc and Bcc when sending your forms to your customer. This is to avoid entering it each time you create a sales form.

 

Here's how:

 

  1. From the Gear icon, select Account and Settings.
  2. Select the Sales tab.
  3. In the Messages section, click the Pencil icon.
  4. Add the default Cc and Bcc email you desire.Screenshot 2024-04-03 223541.png
  5. Select Save and Done.

 

I'm also adding these links that you can utilize for future reference. These can walk you through the steps on how to personalise your sales forms and record your invoice payment:

 

 

Please let me know if you have additional questions about managing email addresses. I'm always here to help. Have a great day ahead!