Emailing Invoice - where can I find sent email

Hello there, @radar-9628.

I understand how important it is to view the invoices sent in QuickBooks Desktop. Let me share with you the steps on how to track and verify the invoices sent.

Here's how:

For a specific invoice

1. Open the invoice.
2. From the invoice toolbar, go to the Reports tab, then select Transaction History.
3. Under Invoice Information, check Sent Date and Send Method.
4. If there's no status, the invoice may have been tagged for Email Later. Go to the QuickBooks File menu, then select Send Forms to see if there are invoices in the email queue.
5. Select any or all that you need to send, then select Send Now.

For multiple invoices

To view the history for multiple invoices, enable the necessary preferences.

1. From the Edit menu, select Preferences.
2. On the left pane, choose to Send Forms, then go to the My Preferences tab.
3. On the Send e-mail using section, check to see if you are sending forms via WebMail, Outlook, or QuickBooks email (a subscription-based service).
   
   If you are sending emails through the QuickBooks email:
   1. A copy of any sent mail should be in your Sent folder.
   2. Except for verifying that you have the correct email address for your customer to ensure that they can receive the email, there is no need to perform any other steps.
4. 1. Go to the Company Preferences tab.
   2. Type your own email address in the BCC: (Blind Carbon Copy) field to send a copy of any form you email to you as well as the other recipient(s).
   3. If you get the copy and the recipient's email address of record is correct, this indicates that the email has been sent from QuickBooks.

   If you are using Outlook or Webmail:

Important: The Sent Email tab added in the Customer Information lets you see a history of the transactions you have successfully emailed to a customer from within QuickBooks using QuickBooks email or WebMail. Always check with your customers and ensure that emailed invoices are not being routed to their Spam or Junk Mail folder inadvertently.

I'd also recommend you check on how to verify that an invoice was emailed and read by the recipient.

Get back to me if you have any additional questions about emailing invoices. I'm just a post away.

Thanks.

Where is the Company Preferences tab located?

Can I set up my email address as an automatic default for outgoing emails from Quickbooks?

Thanks.

Yes, you can set up an email address for your outgoing emails, Radar-9628.

You'll have to go to the My Preferences tab instead. This way, you can set up the email address. Here's how:

1. Click Edit, then select Preferences.
2. Select Send Forms, then go to the My Preferences tab.
3. Under SEND EMAIL USING, select Web Mail.
4. Click Add.
5. Enter the Email Id, then select the Email Provider.
6. Click OK, then OK again.

Feel free to check this article to help you: Connect your email to QuickBooks Desktop.

Don't hesitate to let us know if you have other concerns. We'll be right here to help you. Take care!

Hello,

I'm not sure if we are talking about the same thing. All I want to do is to add my email address to BCC as a default setting for the invoices I send out via Quickbooks. I want my email address to appear without me adding it in when I send an invoice out. Does that make sense?

Paula

Thank you. The green arrows were very helpful.

This question was about QBO but the answer is for desktop.  It doesn't help.

I'll share the steps to add an email using carbon copy (CC) or blind copy (BCC) in QuickBooks Online (QBO), sewhe1pme.

That is correct. The steps given above are for QuickBooks Desktop users. You can follow the procedure below for QBO to prevent entering it each time you create a sales form.

Here's how:

1. Go to Settings ⚙.
2. Click Account and Settings.
3. Select the Sales tab, then go to the Messages section.
4. Select Edit ✎, then enter the default email addresses in the Cc or Bcc.
5. Click Save, then Done.

Please see this article for complete details on how to email a sales form or report to multiple email addresses: Email a sales form or report to multiple email addresses.

You may also personalize the look by including specific information on your sales forms. Visit this link for additional info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to post again if you need anything else in QuickBooks. We're always here to help you.