cancel
Showing results for 
Search instead for 
Did you mean: 
Active Member
Solved

How do I see a copy if an email I sent?

Is there a way in QBO to look back at my emails that I sent? 

Best answer 10-15-2018 05:43 PM

Accepted Solutions
Community Contributor *

Hello carriellisac, Right now, there isn't a way to retri...

Hello carriellisac,

Right now, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. You will need to ask the recipients to see those emails. You can activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward.

Here's how:

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

I've provided a screenshot for you.

Please let me know if you need anything else. I'd be happy to help.

12 Comments
Community Contributor *

Hello carriellisac, Right now, there isn't a way to retri...

Hello carriellisac,

Right now, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. You will need to ask the recipients to see those emails. You can activate the Email me a copy feature to receive your own copy of the emailed transaction moving forward.

Here's how:

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

I've provided a screenshot for you.

Please let me know if you need anything else. I'd be happy to help.

Frequent Explorer *

Re: Hello carriellisac, Right now, there isn't a way to retri...

Would be helpful to have a way to view emails we send through QBO.  No real professional to ask my client if they got a copy of my invoice.  

QuickBooks Team

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hey @Qlil.

 

There are two ways you can check if your customer received a copy of the invoice. Let me guide you through each way.

 

If you want to view multiple customers at a time, you can filter your transactions on All Sales page. Here's how:

  1. On the left panel, hover your mouse on Sales, and click on All Sales.
  2. Under the Filter drop-down, choose the Type, Status, Delivery Method, Date, and Customer. Then click on Apply.
  3. Click on the Status column to categorize then in ascending or descending order.

You will then see the status of the invoices. See screenshot for your visual reference.

 

 

However, if you want to view a specific transaction, please follow these steps:

  1. Open the invoice. 
  2. Scroll down to see the Activities box.

You'll see if your customer viewed the invoice. Check the screenshot below.

 

 

 

Moving forward, you can send yourself a copy of your transactions by going to your Accounts and Settings. Here are the steps:

  1. Click on the Gear icon, choose Accounts and Settings.
  2. Click on the Sales tab.
  3. Under Messages, tick on Email me a copy, click on Save.

Feel free to let us know if you have any other concerns. We'll be delighted to assist you.

Active Member

Re: Hello carriellisac, Right now, there isn't a way to retri...

Is there a way to retrieve sent emails on the QB desktop?

QuickBooks Team

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hi there, @Andreas.

 

Thank you for joining the thread. Allow me to help share information about retrieving emails that were sent from QuickBooks Desktop (QBDT).

 

As of now, we don't have the option to retrieve sent emails in QBDT. If you wish to retrieve the emails, you may follow the workaround provided above to ask the recipients to see those emails.

 

In addition, I suggest sending feedback straight to our product developers to retrieve sent emails, to be considered in the future updates.

 

To send product feedback in QBDT:

  1. Go to Help at the top menu bar.
  2. Select Send Feedback Online.
  3. Click on Product Suggestion.

Let me know if you have any other other QuickBooks questions, I'm always here to help. Have a wonderful day!

Experienced Member

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hello-

Can you tell me if the "reminder" email is supposed to be showing in the dated history of when an invoice was sent or viewed (as in your last screenshot with Test Customer below)?  Like "You sent a reminder invoice", with a date.

 

I can see status Open (reminded) but cannot see the date reminded in the list by scrolling down in view mode on the actual invoice.

 

Thank you,

Patricia

Highlighted
QuickBooks Team

Re: Hello carriellisac, Right now, there isn't a way to retri...

Welcome and thank you for joining the thread, @pdziuk.

 

Yes, when sending a reminder to your customer, it'll show/reflect on the invoice history. Allow me to help guide you where and share additional information about sending reminders in QuickBooks Online (QBO).

 

When sending a reminder to your customer, it'll show under the Activities section as well. It'll reflect as You Sent this invoice with the time when you sent it. The only difference is there's a Reminder in the invoice email subject.

b4 reminder.PNG

b4 reminder   ..PNG

 

For additional information about invoice reminders, you can check this article: Reminders.

 

You can always get back to me directly by adding a post/comment below if you have any other questions about reminders. I'll be glad to help you!

Community Explorer **

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hi, 

I've sent a reminder to a customer but it doesn't show in the invoice activity history. It only shows (as the person above has said) invoice overdue (reminded) in the status. We need a full email history please, otherwise the timeline is pretty useless as a record.

QuickBooks Team

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hello there, AB111.

 

If the invoice reminder has been sent, the status is displayed in the invoice's activity as You: Sent this Invoice regardless if this is only a reminder or an actual invoice.

 

You'll want to specify that email sent is a reminder, you can enter an indication in the Activities field. This way, you'll know if the email sent is just a reminder or an actual invoice. This section also lets you see if the email is viewed by your customer.

 

Please see the screenshot I've provided below: 

 

 

 

Please let us know if you have further questions. We'd be around anytime.

Community Explorer **

Re: Hello carriellisac, Right now, there isn't a way to retri...

Hi Carriellisac, thanks for your quick response.

Unfortunately the information you show on the 'Activities' is not showing in my Activities section. The only item I have is the record of the original invoice being sent out 29/03/19, I sent the reminder today, but there is nothing showing the information you have detailed.

Does it make a difference that I am in the UK?

Thanks

QuickBooks Team

Re: Hello carriellisac, Right now, there isn't a way to retri...

Thanks for getting back to the QuickBooks Community, @AB111.

 

Allow me to step in and help provide some additional information about the invoice reminder in QuickBooks Online (QBO) UK.

 

As what my colleague mentioned, regardless if you sent a reminder or an original invoice, QBO will only display the invoice Activity as You: Sent this Invoice. If you'd like to specify that email sent was a reminder, the option is you can write a note to your customer on the Activities tab.

 

 However, if you're referring to send a reminder and want to reflect automatically on the invoice history, currently QBO doesn't have an option to do this.

 

It's our priority to provide products and services that suit your business needs. We'll make sure to take note of this and will inform you through this thread once we receive product enhancement update about the availability of this feature.

 

In the meantime, I'd suggest visiting our QuickBooks Online Blog regularly. This way you'll be updated with the latest news and updates including product improvements. 

 

Please know that you're always welcome to post if you have any other questions about sending invoice reminder in QuickBooks. I'll be around to help. 

Community Explorer **

Re: Hello carriellisac, Right now, there isn't a way to retri...

Thanks for your reply. Hopefully all emails and reminders etc sent through QBO will show in a record at some point, it seems unusual that you can only see a sent email by copying yourself in. It's pretty unhelpful if the 'timeline' doesn't reflect all the customer communications. Another annoyance is that 'to do' notes are not available in QBO. I used them a lot on my previous QB desktop.