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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.

7 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.

Community Contributor *

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!

Active 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!