AB111
Level 3

Account management

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.