To get started, navigate to the Settings tab, which is the green gear icon at the top right hand corner of the screen. In the left-hand side of the screen, select Users. This step allows users to manage email settings, control cc functionality, and avoid duplicate email notifications for invoices.
Once in the Users page, you will see an overview of all users in the firm, their status, role, and their stage in the setup process.
Clicking on a user opens a window displaying settings specific to the user:
Here you can click on “cc on responsible invoices.” Enabling this option may lead to duplicate emails if the user’s email is also configured in the client-level CC settings.
When selected, the user will be cc’d on invoices for any matters they are responsible for. This ensures that responsible parties are informed but may require adjustments to prevent unintended duplicate emails.
In QuickBooks Online this “cc” will show up when you send the invoice to the client.
An individual user is also able to add “cc to responsible” by going to the Settings tab, and on the left-hand side selecting My Info and checking the box “cc on responsible invoices.” Additionally, users can adjust their "Invoice Notification" settings to enable or disable email notifications for invoices. It's important to cross-check client-level CC configurations to prevent redundant notifications.
Note: This change will only affect invoices going forward and not invoices previously sent to QuickBooks. To proactively manage settings, review both the "cc on responsible invoices" and "Invoice Notification" options across user profiles. Be aware that these settings do not apply retroactively and require early configuration to avoid future issues.