I can assist you in adding CC and BCC when sending an invoice with the new format, @SMarg. To do this, you can follow the steps below:
- Go to the Invoices tab.
- Look for the invoice you want to email and click Send.
- A pop-up window will appear. Under the To field, you can add CC and BCC.
However, if you can't see the option to add CC and BCC, the issue is likely due to a cache-related problem. If this is the case, you can perform some troubleshooting steps. You can use a private or incognito window to rule out cache problems in your browser. Here are the shortcut keys:
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Google Chrome browser: Ctrl + Shift + N
- For Safari browser: Command + Shift + N
Next, log in to your QuickBooks Self-Employed (QBSE) account and add CC and BCC to the email again. If it works, you can clear your browser's cache. This removes the webpage data that's causing the issue. If a private browser doesn't work, you can use other installed supported browsers as another option.
In addition, here's an article that can help you manage your invoices better: Create invoices in QuickBooks Self-Employed.
Just in case you need guidance on tracking your sales tax, check out this article: Manually track sales tax in QuickBooks Self-Employed.
You can always get back to this thread if you have any other concerns besides adding CC and BCC to your emails. We've got your back.
