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Replying to:
Rea_M
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Hello there, @JMG6.

 

I've come to share some insights about including CC and BCC emails in the customer details in QuickBooks Online (QBO). I'll also guide you in sending feedback and product recommendations.

 

For the time being, the option to include Cc and Bcc emails in the customer details is unavailable in QBO. Customers' email addresses won't automatically come up or populate in the Cc or Bcc fields when sending invoices. You'll have to type them in every time.

 

I can see how the benefit of being able to include Cc and Bcc emails in the customer details would aid you in managing sales and income transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

On the other hand, in case you want to receive a copy of the new invoices you create in QBO, you can add your or company's email in the Copy (Cc) new invoices to address or Blind Copy (Bcc) new invoices to address fields in the Account and Settings page. To do this, here's how:

 

  1. Go to the Gear icon.
  2. Select Accounts and settings.
  3. Go to the Sales menu.
  4. Click anywhere in the Messages section to open its details.
  5. Enter or add your or company's email address in the Copy (Cc) new invoices to address and Blind Copy (Bcc) new invoices to address fields.
  6. Select Save.

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your business growth and transactions using QBO: QuickBooks Learn and Support. It includes help articles, Community discussions with other users, and video tutorials, to name a few.

 

Let me know if you have other concerns about managing customers and income transactions in QBO. I'm always ready to help. Take care, and I wish you continued success, @JMG6.

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