Each month QBO rolls out updates, sometimes they are show stoppers and sometimes they don’t even hit our radar. During February a small change with a big impact hit QBO sales transactions.
In addition to Invoices, now we can copy and blind copy estimates, sales receipts, credit memos and refund receipts which greatly reduce time spent pushing and sharing emails.
This little tweak has made life easier by increasing the audience of the transactions to include all needed parties.
We will be looking at the two-ways to take advantage of this feature: (1) adding the emails to the individual transaction, and (2) adding the emails via the Send action option from the sales transaction list.
Of course, we still have the ability to add and save additional email addresses to the customer information using a comma to separate multiple emails, and we will look at this process as well.
Add Cc/Bcc on the face of the Sales Transaction
1) Using the selected transaction click Cc/Bcc
2) Now add the email addresses to the appropriate fields in the drop down box (shown below)
Note: Adding Cc/Bcc in this manner will NOT save the email addresses for later use.
Cc and Bcc features
Via Send Action from the Sales Transaction List
1) Using the NEW Navigation Bar select Sales
2) Select All Sales
3) Choose Send as the Action
Send from Sales Transaction List
4) QBO Opens the email prompt, add Cc/Bcc
Note: Add Cc/Bcc in this manner will NOT save the email addresses for later use
5) Add the email addresses to the appropriate fields
Edit the Customer Information
1) Open Customers
2) Choose the customer you wish to add additional email address
3) Select Edit
Note: This WILL save the email addresses for later use
Add Cc and Bcc to Customer Record
4) Add the additional email addresses to the email field in the customer record by separating each email with a comma (as shown above).
The QuickBooks Online Cc and Bcc functionality allows us to incorporate the additional email addresses we need into each desired sales transaction, saving time, and keeping the associated history in one place. It's a great feature, be sure to check it out.