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TZkids
Apr 20, 2021 9:28 AM UTC
Solved

Emails

Where can I view and email that I have sent from my Online QB. I have checked the Audit log and found notification of when I sent it but I can't view the message that I included in the email. Appreciate any help with this. Thank you

Catherine_BAnswer
Apr 20, 2021 10:26 AM UTC

Hi there, TZkids. 

 

You can connect your Gmail account to send invoices from your Gmail address and keep communication with your customer all in one place. For now, you can only connect one Gmail address at a time. To set it up, here's how:

 

  1. Click +New and click Invoice.
  2. Enter a dummy invoice details and then click Save and send. 
  3. Above the customer’s email, select the From dropdown.
  4. Select Add Gmail address, then Connect Google account.
  5. Enter your Gmail address in the sign-in window and your password. 
  6. Select Allow.

Now, you're ready to send invoices. Another option is to activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward. Let me show you the easy steps: 

 

  1. Click the Gear icon and select Account and settings.
  2. From the Sales menu, click the Messages section.
  3. Check the Email me a copy at box and then enter your preferred email.
  4. Click Save and then Done. 

Feel free to use these articles for future references: 

 

Let me know if there's anything else that you need help with. You take care and have a great day!

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3 replies

Catherine_BAnswer
Apr 20, 2021 10:26 AM UTC

Hi there, TZkids. 

 

You can connect your Gmail account to send invoices from your Gmail address and keep communication with your customer all in one place. For now, you can only connect one Gmail address at a time. To set it up, here's how:

 

  1. Click +New and click Invoice.
  2. Enter a dummy invoice details and then click Save and send. 
  3. Above the customer’s email, select the From dropdown.
  4. Select Add Gmail address, then Connect Google account.
  5. Enter your Gmail address in the sign-in window and your password. 
  6. Select Allow.

Now, you're ready to send invoices. Another option is to activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward. Let me show you the easy steps: 

 

  1. Click the Gear icon and select Account and settings.
  2. From the Sales menu, click the Messages section.
  3. Check the Email me a copy at box and then enter your preferred email.
  4. Click Save and then Done. 

Feel free to use these articles for future references: 

 

Let me know if there's anything else that you need help with. You take care and have a great day!

    TZkidsAuthor
    Apr 20, 2021 11:32 AM UTC

    Thank you Catherine_B that was very helpful. Have a great day.

    rvrfrf
    Apr 20, 2021 1:20 PM UTC

    Thanks for following up with the Community, TZkids.
     

    I'm happy to hear Catherine_B was able to help with your inquiry about email records.
     

    You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.

     

    Please feel welcome to reach out anytime. The Community's got your back. Have a lovely day!

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