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rmumm2
Level 1

can one view all emailed items?

looking to verify my invoice and statements were set

1 Comment 1
Clark_B
QuickBooks Team

can one view all emailed items?

The option to view all emailed items is a great idea, @rmumm2. However, this feature is currently unavailable.

 

As an alternative, you can review the Audit Log to track your sent emails. Here’s how:

 

  1. Go to Settings and select Audit Log.
  2. Apply filters for the user, date, and events to narrow down the results.
  3. Look for the invoices and statements you emailed.

 

 

Moving forward, you can set up your account to send you a copy of your emailed transactions. Here’s how:

 

  1. Go to the Gear icon and select Accounts and Settings.
  2. Navigate to the Sales tab.
  3. In the Messages section, check the option to Email me a copy.
  4. Click Save and then Done.

 

 

On top of that, consider checking out our QuickBooks Live Expert Assisted team. They can help you manage your transactions, accounts, and reconciliation.

 

Feel free to let us know if you have any other concerns.

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