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August 25, 2022
Question

Just wondering how I know if my quote sent in email

  • August 25, 2022
  • 1 reply
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1 reply

August 25, 2022

Hello performancehoist,

 

Welcome to the Community!

 

If you wanted to check if a quote was sent to your customer in your QuickBooks Online account, you can use the Audit log tool to view the events for a specific transaction. Let me guide you on how to view the Audit log. Here's how:

 

  1. Log in to QuickBooks Online.
  2. Click on the Settings icon.
  3. Click on Audit log.
  4. You can filter the date, user, and events if needed.
  5. Locate the transaction and under the Event column, you'll see if a transaction was emailed or not.
  6. Click on the View link to view the history of the transaction.

You can check this link to learn more about using an audit log and sending quotes in QuickBooks Online: 

 

Post again in the Community if you have more questions. I'll be around to help you!