Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi, team-aglheating-.
I know a way how to check sent invoices through email in QuickBooks Online.
You can either utilize the Audit log or run a Transaction List by Customer report and personalise it to see which was sent.
Like this:
This report will now show you all of the invoices that have been sent or need to be sent. This enables you to review the invoice you sent to a specific customer. For more information on customizing reports, you can check out this article: Customise reports in QuickBooks Online.
I've also added this link for future reference in emailing and printing multiple sales forms in QuickBooks Online.
If you have other concerns or questions about invoices just leave a comment below. I'll be here to assist.
Thanks Archie, I cant seem to find a transaction list by customer in the drop down list?
I went to reports, custom, the clicked the tab.
Cheers Gareth
It's good to have you back here, @team-aglheating-.
I'm here to add insights about the reports you're looking for and how you'll be able to find your invoice that was sent through email.
The Transaction List by Customer report is only available for QuickBooks Online Essentials, Advanced, and Plus subscriptions. It might be that the current subscription you have is Simple start. If you want to check your subscription, you read this article: Manage billing, payment, and subscription info in QuickBooks Online.
Going back to your goal to find the sent emails of your invoice. There's a way to view it without running the Transaction List by Customer report. Here's how:
Learn how to email your expense receipts and bills to get them into QuickBooks Online by reading this article: Email receipts and bills to QuickBooks Online.
If you have additional questions, don't hesitate to reply to this post. Keep safe.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.