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stonewaterproper
September 4, 2020
Question

Sent invoices and estimates not showing up in gmail sent box

  • September 4, 2020
  • 1 reply
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1 reply

Rubielyn_J
Rubielyn_J
September 4, 2020

I'm here to ensure you can have a copy of your sent invoices and estimates in your Gmail account, @stonewaterproper.

 

To do this, you'll have to configure some preferences in the Account and Settings page.

 

Here's how:

  1. In your QuickBooks Online account, go to the Gear icon
  2. Select Accounts and Settings.
  3. Click on the Sales tab.
  4. Under Messages, click the Pencil icon.
  5. Put a check-mark next to Email me a copy.
  6. Once done, click Save and Done.

You may also consider personalizing your sent invoices and estimates. Feel free to check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please leave a comment below if you have other QuickBooks-related queries. I'm always here to help you. Have a good day.

U
usercleanairlawncare
December 21, 2020

This doesn't work. I tried using this advice, but the email and invoice show up in my Primary email as if it was an email to me. It does not show up in our gmail Sent box. This is a huge problem because we have no way of knowing if our customers are receiving their invoices from us until weeks later, when the invoices are past due. Turns out our customers are not receiving their invoices either! We are about to cancel QuickBooks and find another program for our business. QuickBooks has been nothing but a pain since we went online with it. Can you solve our problem before we cancel?

    MJoy_D
    MJoy_D
    December 21, 2020

    This is not the experience that we want you to have, @usercleanairlawncare.

     

    You can also resolve this by setting the  Online Delivery method to Online Invoice. This will make sure that your invoices will be sent to your customers.

     

    Here's how:

    1. Go to the Gear icon and click Account and Settings.
    2. Choose Sales on left of the page. 
    3. Click on the Pencil icon next to Online delivery.
    4. Select the drop-down box under Additional email options for invoices and choose Online invoice.
    5. Click Save and Done.                               

    For additional insight into invoicing, such as customization options, I recommend the following article: How to Create an Invoice.

     

    You can check this send invoices from your Gmail address FAQ article for more information in managing your business emails. 

     

    In the event that you should have questions about sending invoices and estimates, or need anything else, you can find me here. Take care and have a wonderful day!

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