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May 23, 2024
Question

Can someone please tell me how or where to find the emails I send to customers in Quickbooks Online? Desktop had a tab under each customer for this! Thx

  • May 23, 2024
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May 23, 2024

The same goes with QuickBooks Online (QBO), you can find emails you send to customers in their profile's Transaction List tab, jbkdistributors-. I'll guide you on how to do this.

 

The Sales page gives you a convenient overview of all your sales transactions' status. To get details of the entries you've sent (only the status and not the actual email) to your customers, you can visit their profile directly. Here's how: 

 

  1. Go to Sales and select Customers.
  2. Locate your customer and choose their name to open their profile.
  3. Under the Transaction List tab, see the Status column to identify all sent transactions. 

 

Alternatively, you can run and customize (filter all Sent transactions) the Transaction List by Customer report to get the data you need.

 

Moreover, you have the option to link your Gmail address to QBO to send invoices to customers. Check out this article to guide you through the process: Use your Gmail address to send invoices in QuickBooks Online.

 

Let me know in the comments if you have other concerns about managing sales and customer transactions in QBO. I’ll be right here to assist further. Enjoy the rest of the day.