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Everything you need to know about banking in QuickBooks Online - Discover more
j-whalley
Level 1

Where are the emails I send with the invoices in QB kept in my account?

 
1 REPLY 1
LollyNino_C
QuickBooks Team

Where are the emails I send with the invoices in QB kept in my account?

  1. I'm glad to have you here, @j-whalley. I'm here to assist you today in viewing all your sent invoices in QuickBooks Online (QBO).

     

    Currently, tracking the emails sent with the invoices is unavailable. However, you can run a report and customise it to show the Sent Column as a temporary solution. The Invoice List report can be employed to review all invoices sent out.

     

    Here's how:

     

    1. Go to the Reports menu.
    2. In the Find report by name section, type Invoice List.
    3. Select the report to open.
    4. Filter the Report period.
    5. Click on the little gear icon, then hit the Show More dropdown. If you can't locate the little gear icon, click on Switch to classic view in the upper-right corner of the page.
    6. Mark the Sent box from the list of filters.
    7. When done, click on Run report.

 

I've added this short clip for reference.

 

 

Furthermore, QuickBooks Online maintains a record of emails through the platform. This record can be viewed in either the Audit Log or Activity Log section, depending on the specific version of QBO you are using.

 

I encourage you to visit these resources that'll help you save the current filter of the report, so you won't have to repeat the customisation process over again:

 

 

Feel free to click the Reply button if you need additional assistance managing invoices. I'll get back to provide the answers you need.

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