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carriellisac
October 16, 2018
Solved

How do I see a copy if an email I sent?

  • October 16, 2018
  • 3 replies
  • 0 views

Is there a way in QBO to look back at my emails that I sent? 

Best answer by arkvalleyinfo

Hello carriellisac,

Right now, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. You will need to ask the recipients to see those emails. You can activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward.

Here's how:

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

I've provided a screenshot for you.

Please let me know if you need anything else. I'd be happy to help.

3 replies

A
arkvalleyinfoAnswer
October 16, 2018

Hello carriellisac,

Right now, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. You will need to ask the recipients to see those emails. You can activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward.

Here's how:

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

I've provided a screenshot for you.

Please let me know if you need anything else. I'd be happy to help.

    Qlil
    Qlil
    January 25, 2019

    Would be helpful to have a way to view emails we send through QBO.  No real professional to ask my client if they got a copy of my invoice.  

      A
      Alessandra_B
      January 25, 2019

      Hey @Qlil.

       

      There are two ways you can check if your customer received a copy of the invoice. Let me guide you through each way.

       

      If you want to view multiple customers at a time, you can filter your transactions on All Sales page. Here's how:

      1. On the left panel, hover your mouse on Sales, and click on All Sales.
      2. Under the Filter drop-down, choose the Type, Status, Delivery Method, Date, and Customer. Then click on Apply.
      3. Click on the Status column to categorize then in ascending or descending order.

      You will then see the status of the invoices. See screenshot for your visual reference.

       

       

      However, if you want to view a specific transaction, please follow these steps:

      1. Open the invoice. 
      2. Scroll down to see the Activities box.

      You'll see if your customer viewed the invoice. Check the screenshot below.

       

       

       

      Moving forward, you can send yourself a copy of your transactions by going to your Accounts and Settings. Here are the steps:

      1. Click on the Gear icon, choose Accounts and Settings.
      2. Click on the Sales tab.
      3. Under Messages, tick on Email me a copy, click on Save.

      Feel free to let us know if you have any other concerns. We'll be delighted to assist you.

        A
        ace casino event
        September 15, 2021

        THIIS IS SO STUPID. why cant i see an emaiil already seent from quickbooks????

          T
          timbert
          March 11, 2022

          Agreed. This is the kind of stuff that drives me crazy about QB. It's software for keeping meticulous records of transactions. Yet, it doesn't keep a record of outgoing communications. Then their support people tell you that you'll have to ask your client to send you the email back so you have a record of it. "Hi, please trust me with your money, P.S. I don't know how to use email!"   


          Lesson learned: Quickbooks communications features are not ready for business use. Not only do they fail to keep records, but the proposed solution to set an email in settings isn't even great because you can't set a custom email. Download your invoices and estimates and send them yourself. 

            R
            rossdbennett
            October 3, 2022

            I am having a hard time believing there is no way to see customer communications like INVOICES.  No way this makes sense based on the what pricing has increased on QB.  Download and send it the only way.  Really.  OUCH.  What are some good alternatives to QBO.  

              M
              MakeUSA
              November 9, 2023

              QB developers absolutely need to develop a function for a user to see the emails sent from the company file, specifically by type of document sent, ie invoice, statement, etc, by date and by user.  It's archaic that this does not already exist!?  

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