Emails sent in QB Online

I've got a way on how you can view sent emails to your customers, LHDDC.

Using the Audit log, you can view sent emails to your customers. Here's how to do it:

1. Go to Settings and select Audit Log.
2. Choose Filter, then use the fields to choose the appropriate User, Date, or Events filter to narrow the results.
3. Click Apply.
4. Locate the emailed invoice in the Event column then click View.
5. Expand the arrows then view the Email Address section.

Moving forward, you may enable the Email me a copy that will automatically send you a copy of the email sent to your customers'. Here are the steps:

1. Click the Gear icon in the upper right corner.
2. From the Your Company column, choose Account and Settings.
3. Select the Sales tab on the left.
4. In the Messages section, click the Edit icon (pencil image).
5. Put a checkmark in the Email me a copy at [your email address] box.
6. Click Save and Done once you're through.

I've also added an article on customizing sales forms you can read for future reference: Customize invoices, estimates, and sales receipts in QBO.

Get back to me if you have any other questions. I'm always here to help. Have a good day!

Dear Sirs,

I am trying to see the email log but the advice you gave doesn't fully allow me to do so.
This audit log shows EVERYTHING, so with 200 clients and daily invoicing, bookkeeping etc. I cannot see the emails. In my system I can only search for statements but not emails, and I couldn't set a certain client. Meaning, that I literally cannot check what emails a certain client got, but I see ALL the transactions I just did in Quickbooks.

Is there any way to search and be able to prove to the client that we did indeed sent those emails, and when.
a) setting up to send a copy to me, doesn't help this current situation, and b) it would just generate extra fees to pay for a separate email account and its cloud so that it can store these email copies.
I would really appreciat if there was a way.
Many thanks!

Hello there, @fodor0208. 

Welcome to Community. I'm happy to assist you with viewing your emails that have been sent within QuickBooks.

At this time, you can view all the emails that you've sent to your customers by going to the Audit Log section in QuickBooks Online. You may consider turning on the Email me a copy feature in QuickBooks Online. This way, you'll receive a copy of your emailed transactions moving forward. 

Let me show you how to accomplish it:

1. From the Gear icon, select Account and settings.
2. Select the Sales tab.
3. Go directly to the Messages section.
4. Click the Edit pencil icon.
5. Tick the box Email me a copy, and enter the email address under Copy (Cc) new invoices to address.
6. From the Sales form drop-down, select Invoices and other sales forms.
7. Click Save then, Done.

To give you more insights about what are the options that you can do to keep track of the emails that you've sent to your customers in the system, please see these links attached:

• Email a sales form or report to multiple email addresses
• Change the email address your customers see in QuickBooks Online

Don't hesitate to comment back if you need any more help with this matter or with QuickBooks as a whole. We're always here to back you up. Keep safe! 

Hi, 

Thank you for the answer!
Can you help me HOW I can see my sent emails in the Audit Log please?
I need the dates when I sent emails to a certain client in the past 12 months. I set this date but I cannot set any further criteria in the search so it gives me a 5235 (!) page long list. How can I find those emails in there?

Thank you!

It's of great pleasure to walk you through the features, @fodor0208.

The Audit log will record all account activities, such as:

• The date of any bookkeeping changes
• The user who made the change's name
• The nature of the change or event
• The name of any customer or vendor who is involved in the change
• The date and amount of the original transaction

Given all these, you can utilize the Audit log to view sent emails to your customers. I'll show you how:

1. Go to Settings and select Audit Log.
2. On the Filter field, choose the appropriate User, Date, or Events to narrow the results.
3. Locate the emailed invoice in the Event column, then click View.

On the other note, I recommend the Sales tab feature also. It is more accessible and easy to filter out. Here's how:

1. Go to the Sales tab, and select Invoices.
2. Filter the Date to the Last 12 months.
3. Under the Status column, you'll see the mark Sent. This way, it will be easier for you to identify all the sent emails.

You can visit this link to learn how to run different types of reports in QuickBooks Online: Run Reports In QuickBooks Online.

Feel free to reach us again if you need further help with your transactions. Have a good one!

I don't think you all are getting the question. The question is - how can you view the actual email that was sent with the invoice. You keep repeating the same steps but it doesn't answer the question. You are giving instructions on to see if the invoice was emailed. Where can you find the information in the body of the email that is sent. I had made notes to the client and need to view what I had sent. You can not find it in the audit log. Where are the emails kept?

Thank you for joining the conversation, BABI.

I would like to clarify that QuickBooks doesn't keep a copy of emailed messages. Its function is purely for bookkeeping and doesn't have a feature that keeps email conversations like in email service providers such as Gmail or Outlook. However, it saves a log every time you send transactions, which will at least help users monitor their email activities.

Our workaround is to enable the option to receive email copies, which I pointed out above. However, I understand it may not be ideal for some companies, so I suggest sending feedback using the steps below. 

1. From the Gear icon at the top, select Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

You can also check out this article for your additional reference: Email or print multiple sales forms in QuickBooks Online

Feel free to post again if you have other concerns. The Community is always here to assist.