QB Issue Resolution:

Good news! When sending any sales forms, you can send a copy to yourself. All you need to do is enter your email address in the Company and Sales settings.

Here’s where you’ll need to go:

  1. Click the Gear icon and choose Account and Settings.
  2. Go to the Company tab and click the pencil icon for Contact info.
  3. Verify that your email address where you want to receive the copy is entered in the Company email field.
  4. Go to the Sales tab and click the pencil icon for Messages.
  5. Check the Email me a copy at [email protected] box
  6. Enter your email address in either the Cc or Bcc fields.
  7. Click Save.

Please see the attached screenshots below.

If there anything else I can help you with, just let me know. I’m ready to assist you however I can.

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Resolution for Issue 'I would like t know if there is a way to send a copy of an invoice or quote to myself, whenever sending to a customer?' available: Yes (Solved).
Source: Intuit Community forum.

I would like t know if there is a way to send a copy of an invoice or quote to myself, whenever sending to a customer?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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