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S
saskiafisniku
January 14, 2020
Question

How can i look at sent emails?

  • January 14, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

R
Rasa-LilaM
January 14, 2020

Welcome aboard to the Online Community, saskiafisniku.


The Sales Transactions page will show the status of entries. Let’s sort the data listed on the page, so you can view all sent emails.


Here’s how:

 

  1. Tap the Sales menu on the left panel and choose All Sales to open the Sales Transactions window.
  2. From there, go to the Status column and click the arrow (up or down).

After following these steps, QuickBooks will group all transactions’ status.

 

Alternatively, you can run the Transaction List by Customer Report and use the Customise feature to modify the data. I have a few easy steps to perform this task.

 

  1. Go to the Reports menu on the left panel to enter the Transaction List by Customer in the Search field.
  2. When the report opens, hit the Customise button at the top to access the Customise report window.
  3. From there, tap the link for Rows/Columns link to mark the box for Sent.
  4. Click Filter to choose the box for Sent.
  5. Once done, press the Run report button.

To help modify the information displayed on the report, check out this article. It contains detailed instructions on how to use the Filter, Rows/Columns, Header/Footer features: Customise.

 

Let me know if you have any clarifications or questions about QBO. I’ll be right here to assist further. Enjoy the rest of the day.

A
ACke
May 24, 2022

How about Purchase Orders sent

 

I
IntuitAika
May 24, 2022

Hi ACke,

 

Thanks for posting in the Community! 

 

There are two ways on how you can check if a purchase order is sent or not to a supplier. 

 

Option 1: View purchase order in Expenses tab

 

  1. Go to Expenses.
  2. Click on Filter drop-down menu. 
  3. On Type, select Purchase order. You can also change the date and status on your preference. 
  4. Select Apply. 
  5. You can check on the Last delivered column when the purchase order was sent. 

 

Option 2: Run and customise Transaction List by Supplier report

 

  1. Go to Reports tab and search for Transaction List by Supplier.
  2. Click Customise. 
  3. Click on Change columns link and then tick Sent. 
  4. Next, click Filter. 
  5. On Transaction Type drop-down menu, select Purchase Order. 
  6. Select Run report. 

 

Feel free to drop a comment below if you need further assistance and I'd be glad to help. Have a great day! 

 

 

 

J
jan-heartlandfir
July 31, 2023

Is there a report that I can generate to show the emails that have been sent?

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