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June 16, 2022
Question

Email Audit History

  • June 16, 2022
  • 5 replies
  • 27 views

Hello! I am trying to run a report that allows me to show when and who (email) I sent customer's invoices to them via QB. I sent invoices multiple times to a customer; however, they are stating they only recently received it. It shows it in the audit history, however, I feel like that is a lot of information to send to my customer and thought there may be a report that is cleaner.

 

Thanks!

5 replies

Moderator
June 16, 2022

Thanks for reaching out to the Community, @mlimberg89. I’m here to impart information about generating a report that shows when and who sent customers' invoices in QuickBooks.


In QuickBooks Online, only the Audit log contains records of all users’ activity. It showed when the events were created and who made them. 

 

You can use the Filter options to lessen the displayed information. Here’s how:

 

  1. Select the Gear icon.
  2. Choose Audit log.
  3. Use the fields to choose the appropriate User, Date, or Event.
  4. Click the small settings at the top right to remove the unnecessary column.


Check out this article for more details: Use the audit log in QuickBooks Online.


Additionally, here’s a reference that guides you through how to create customized templates: Customize invoices, estimates, and sales receipts. It has everything you need to have attractive and professional-looking sales forms.


Don't hesitate to add a message below if you need further assistance in managing your sales transactions or reports. I’ll be here to help. Have a great day, and always take care!

June 16, 2022

Hello,

 

I apologize. I may not have worded this correctly. I need to be able to retrieve when an invoice was emailed and what email it was sent to through QuickBooks. For example, I sent a customer an invoice 3 times and they are only indicating they received one of them. I would like to provide them proof it was sent to them. 

 

Thanks!

July 1, 2022

Hi - 

 

Just checking in as I have not heard back.