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September 19, 2023
Question

How to find sent quotation emails?

  • September 19, 2023
  • 1 reply
  • 0 views
where can i find sent emails with quotation on quickbooks?  forgot to bcc to myself.

1 reply

MJoy_D
September 19, 2023

I can share some information about finding your quotation emails, David.

 

The option to view the email is currently unavailable. However, you can generate Quotes by Customer report, and then add the Sent column to view the status. 

 

Here's how:

 

  1. Go to the Reports menu and then look for Quotes by Customer.
  2. Click the Gear icon in the report and then tick the checkbox for Sent.
  3. Set all the filter. 
  4. Click on Run report

 

Here's detailed guidance with running and adding filters to the report to get all the information you need: Run reports in QuickBooks Online

 

Then, here's more information about creating a quote and then converting it into an invoice once they accept it: Create and send quotes in QuickBooks Online

 

Let me know if you need further help with your quotes or anything else. I'm always glad to help in any way I can. Have a great rest of the day!