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Burke_Sawmill
Level 1

does anyone know how I can find a list of emailed reports I have sent to a customer

I have two customers I email my inventory list to every week.  Does anyone know how to find a list of the emails that have been sent?

3 Comments 3
AddieC
QuickBooks Team

does anyone know how I can find a list of emailed reports I have sent to a customer

Hi there, 

 

Having the option to email customers directly from QuickBooks Online is an awesome feature that saves you time and effort. I know how helpful it would be to review a list of emails that you've sent to your customers. I'd be happy to shed some light on this for you. 

 

While the option to email customers from QBO is an awesome way to save time, you're not able to review these emails once sent. Don't worry, I'll explain a helpful workaround that will allow you to keep track of these emails moving forward.


When sending emails from QBO, add yourself as a Cc recipient. Doing so will ensure you're always able to go back and review the emails that were sent, and it also gives you the peace of mind that the emails were delivered properly to your clients.

 

I know how helpful it would be to review your sent emails directly within QBO, and I'd be happy to share your feedback about this with my team. I'd encourage you to submit feedback about this as well, by clicking the Gear icon > Feedback


We love hearing customer suggestions and ideas, and tons of the great features you use today have come from other QBO fans. I hope the workaround provided above will help you in the meantime. 

 

If you have any other questions, please don't hesitate to get in touch with our tech support team.

 

Cheers. 

dianenguyen
Level 1

does anyone know how I can find a list of emailed reports I have sent to a customer

Thank you for the info.

And your suggestion will work in the meantime.

Hopefully we will be able to see it directly in QBO instead of sending a copy to our own email to get it.

 

Thanks again,

Diane

JamesM
QuickBooks Team

does anyone know how I can find a list of emailed reports I have sent to a customer

Hi Diane. Thanks for chiming in on the Community post. Your feedback is important and I recommend sending this to our engineers by clicking the Gear icon and looking for Feedback. Feel free to reach back to me if you have any questions or concerns, I'm here to help. 

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