4 min read

New Feature: Keep Your Accountant in the Loop

Never forget to send invoice copies to your accountant again. Set up your accounting email once, and send clean bookkeeping copies with a single click.

We've all been there - you send an invoice to a client, and then realize hours (or days!) later that you forgot to send a copy to your accountant.

No more! Starting today, Quento makes it easy to keep your accountant in the loop with dedicated bookkeeping copies.

Watch the Tutorial

See this feature in action! Watch our step-by-step video guide:

Watch on YouTube →

What's New

You can now add an accounting email address to your company profile. When you've sent an invoice to your client, use the new "Send Copy to Accountants" button to deliver a standardized bookkeeping copy - completely separate from your client email.

Important: This is NOT automatic. You have full control - send copies only when YOU decide your accountant needs them.

Why This Matters

Two Separate Actions

Sending to your client (with payment instructions and custom messages) and sending to your accountant (clean bookkeeping copy) are now completely separate actions. No more "Reply All" disasters!

Standardized Format

Your accountant gets a clean, professional copy marked "For Your Records" - no payment buttons, no custom client messages, just the facts they need.

Never Forget Again

Once you save your accounting email in company settings, it's pre-selected every time. One click, and your accountant has the invoice.

Perfect for Teams

Add multiple recipients on the fly - your tax advisor, CFO, bookkeeper, or business partner can all receive copies when needed.

How It Works

One-Time Setup (30 seconds)

  1. Go to Company Settings
  2. Find the "Accounting Email" field
  3. Enter your accountant's email address
  4. Click Save

That's it! Your accounting email is now saved for future use.

Sending Copies to Your Accountant

After sending an invoice to your client, you'll see a new button: "Send Copy to Accountants"

Click it and you'll see:
- Your saved accounting email pre-checked (ready to go!)
- Option to add additional recipients (tax advisor, CFO, etc.)
- One-click send - no editing, no customization needed

The standardized email format keeps it clean and professional for bookkeeping purposes.

What Your Accountant Receives

Your accountant gets a simple, professional email:

Subject: Invoice #123/01/2026 - For Your Records

This is a copy of the invoice sent to ABC Company Ltd for your bookkeeping records.

Attachment: Invoice12301_2026.pdf

No payment buttons. No client-facing messages. Just the invoice they need for your books.

Perfect for Tax Season

Build a complete paper trail throughout the year. Your accountant has every invoice as you send them - no scrambling to export reports or forward emails when tax time arrives.

Real-World Use Cases

Monthly Bookkeeping

Send copies at month-end so your accountant can close your books without chasing you for invoices.

Quarterly VAT Returns

Forward all VAT-eligible invoices to your tax advisor as you create them.

Year-End Prep

Your accountant already has everything - annual reporting becomes a breeze.

Client Disputes

When a client claims they never received an invoice, your accountant has the proof in their records.

Frequently Asked Questions

Q: Do I have to send copies every time?

A: Absolutely not! This is completely optional. Use it only when your accountant needs a copy. Your normal "Send to Client" workflow is unchanged.

Q: Will my accountant see the email I send to the client?

A: No! The accountant receives a completely separate, standardized email designed for bookkeeping. Your client communication remains private.

Q: Can I send to multiple accountants?

A: Yes! Your saved accounting email is pre-selected, but you can add as many additional recipients as needed using the "Add recipient" button.

Q: Can I customize the message to accountants?

A: No, and that's intentional. The standardized format keeps everything professional and consistent for bookkeeping purposes. Your accountant will appreciate the consistency.

Q: Can I send copies of old invoices?

A: Absolutely! Open any invoice (even ones from last year) and use "Send Copy to Accountants" to forward it to your bookkeeper whenever needed.

Q: What if I don't have an accounting email saved?

A: No problem! You can still use the feature by adding email addresses manually when sending. To save time on future invoices, just add your accountant's email in Company Settings.

Q: Does this cost extra?

A: Nope! This feature is included in all Quento plans at no additional cost.


We built this feature because we heard from dozens of users who kept forgetting to CC their accountants. Now it's impossible to forget - your accounting email is always just one click away.

Have ideas for making this feature even better? We're all ears! Hit the feedback button in your dashboard or email us at support@quento.app.

Happy invoicing!

— The Quento Team

Q

Quento Team

Product Team

Share: