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M
MandydeMoet
September 27, 2019
Question

Can we view sent e-mails.

  • September 27, 2019
  • 3 replies
  • 0 views

I have a couple of clients that have just migrated from QB Desktop to QBO.  They both have an issue with sent e-mails.  

Wanting to streamline things, they are willing to use the on-line mailing system, but neither like the fact that they cannot view the sent e-mails anywhere.  

Saving as PDFs and e-mailing manually is a solution, but the saving of PDFs is slow and this does not add a "SENT" notification to the transaction (list of invoices and quotes etc.).

Any solutions?

Many thanks

Mandy

    3 replies

    H
    how to enter opening balance i
    September 27, 2019

    Hello Mandy,

    Let's go to your settings and set up your invoice copy.

    You can set up your BCC field so you'll get a copy every time you send an invoice.

    Here are the steps:

    1. Go to Gear icon.
    2. Choose Account and Settings.
    3. Click Sales.
    4. Under Messages, check the option that says Email me a copy at.
    5. Enter the email address in the Copy (CC)  new invoices to address or Blind Copy (Bcc) new invoices to address field.
    6. Click Save and Done.

    Please let me know how it goes by leaving a comment below and I'll surely get back to you.

    M
    MandydeMoetAuthor
    September 27, 2019
    Thanks IntuitRealice.  All sorted.
    S
    ShawnASul
    December 3, 2020

    I sent an email to a client asking specific things before the pay, they say it was not clear, but I cannot see the email sent to check! How can there not be a way to do this? Has this not been resolved?

      Rubielyn_J
      Rubielyn_J
      December 3, 2020

      I'd be glad to help you see the invoice sent to your customer in QuickBooks, @ShawnASul.

       

      Let's pull up the Audit Log report so you can view the emails you've sent to your customers. This serves as an audit trail that lets you see exactly what changes were made, and who made them. 

       

      To access, here's how:

      1. Select the Gear icon, then click Audit Log under Tools.
      2. Choose the Filter button.
      3. Choose the appropriate User, Date, or Events filter to narrow the results.
      4. Under the Events section, click the radio button beside Show only these events, then check the box beside Transactions.
      5. Click Apply.

      Audit Log will present all the transactions made on the account based on the filtered date. Once done, find the invoice you've sent, then click the View hyperlink to review the status of the email. 

       

      To learn more about invoicing in QuickBooks Accountant Online, feel free to check out this article for more details: Create and send invoices.

       

      You can always get back to me directly by adding a comment below if you have any other queries about invoices. I'll be glad to help you. Keep safe always.

      S
      ShawnASul
      December 3, 2020

      Thanks, but when I get to the transaction, I do not see hyperlink.. I see history, with the option to view. This gives me the information of the email, but not the text " Dear xxxxx, please find attached your quotation etc...". What I want to see is the contents of the email that they received. Is this possible?

        K
        Keely
        June 24, 2021

        I would like to edit the email address that is used for the option [email me a copy at_____] for purchase orders and invoices. 

        A
        AileneA
        June 24, 2021

        Hello, Keely. 

         

        You can customize it at the Account and Settings under Sales. I'm here to help you accomplish this. 

         

        Go to the Gear Icon on the top right, Account & Settings and select Sales. Under the area that says Messages, Click the pencil all the way to the right and it should give you the option to CC or BCC to your email.  

         

         

         

          

         

        If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help. Stay safe!

        K
        Keely
        June 24, 2021

        Thanks but look right above the cc and bcc that you highlighted. I want to change the email that shows in the line by the check box and the system is not allowing that as an option without changing it elsewhere and I don't want to change it anywhere else. Does that make sense?

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