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Community Contributor *

emails

Is there a log of po's, invoices, etc. sent via email to vendors/clients?  I'm trying to find when an email was sent to a vendor who is disputing sent.

Solved
Best answer 01-03-2019

Accepted Solutions
Moderator

Re: emails

Thanks for coming back to the Community, Loretta.

 

I appreciate you for sharing your QuickBooks Desktop product. I've already updated my answer above to help you see the transactions that were sent via email.

 

Should have follow-up questions about QuickBooks, please let me know. I'm right here to assist you. Happy new year!

13 Comments
Moderator

Re: emails

Its good to see you here in the Community, lygangi.

 

I would be happy to help you find the vendor transactions that were sent via email.

 

To do this, you can go the vendor's profile and click on the Sent Email tab.

 

Let me show you how:

  1. Select Vendors at the top menu bar, then choose Vendor Center.
  2. Click the vendor's name.
  3. Choose the Sent Email tab.

The transactions that were sent via email will show in this tab (see the screenshot below).

 

 

image.png

 

If you also want to see the invoices that were sent via email, you can go to the Sent Email tab of the customer's profile. Here's how:

  1. Select Customer at the top menu bar, then choose Customer Center.
  2. Click the customer's name.
  3. Choose the Sent Email tab (see screenshot below).

image.png

 

That should do it. If there's anything else I can do for you, please don't hesitate to leave a comment below. I'll get back here as soon as I can to help you again.

Community Contributor *

Re: emails

Hi Precious,

 

Thank you so much for the info.  Unfortunately I don not have a "Sent" option in my Column Options.  We are using Enterprise Solutions:  Manufacturing & Enterprise.

 

I appreciate your taking the time and effort to help me.

 

Happy 2019!

 

Loretta

Moderator

Re: emails

Thanks for coming back to the Community, Loretta.

 

I appreciate you for sharing your QuickBooks Desktop product. I've already updated my answer above to help you see the transactions that were sent via email.

 

Should have follow-up questions about QuickBooks, please let me know. I'm right here to assist you. Happy new year!

Community Contributor *

Re: emails

Thank you, thank you!

 

I never realized that the option was there, but now I know!

Moderator

Re: emails

It's my pleasure to help you, Loretta.

 

Please visit us again if you have other questions in the future. We're always happy to help.

Have a great day ahead!

Not applicable

Re: emails

I email invoices to customers. I have added my own email in Bcc.  When I have sent an invoice I check to make sure it went, using the 'Sent Email' tab on the customer file.  When I receive it in my email, I simply save it to the custom file in my email folder. 

 

Occasionally, however, an invoice will show as sent, on the 'Sent Email' tab, but did not actually send.  If I do not blind copy myself, how would I know that the invoice had not been sent? What am I doing wrong? Some invoices go through easily, while some seem to be lost in space. 

 

Any suggestions would be appreciated.

Thanks,

Angie

QuickBooks Team

Re: emails

Hello there, @ajs31323.


Thanks for reaching out to the Community. Allow me to join the conversation and help you with your concern.


The Sent Email tab under the Customer’s profile only shows transactions successfully sent. If you think there are invoices that didn’t actually send and appears on that tab, it’s possible that the email went missing.


Some domains may block @intuit communications on their servers. Here’s how to troubleshoot missing emails:
1.    Send an email to do_not_reply@intuit.com. This should trigger the email domain to recognize the @intuit domain as a trusted site. Then try your request again.
2.    Wait at least 5 minutes after requesting a new verification code to see if the email appears in your inbox.
3.    If the email does not appear after 10 minutes, please contact your email provider to evaluate security settings for your email profile.


Once done, try sending a test invoice or estimate to your personal email and check if you received them. For other recommended troubleshooting steps you can try, refer to this article: How to make sure you receive important email messages from Intuit.


That’s it. Please give this a try and let me know how it goes. If you need anything else, leave a reply below. I’m always here to help. 
 

Not applicable

Re: emails


 We have similar issues with emails not always making it through. We send our emails in batches and even if a customer has already received emails previously, sometimes they don’t go through. 

QuickBooks Team

Re: emails

Hello Sarahmill,

 

Welcome to the Community. I'm here to lend a hand with any concern you may have with emailing through QuickBooks Online.

 

There are some cases that the email will show on your customer's spam and junk folders. You can ask them to double-check these specific folders as well.

 

One of the basic troubleshooting you can also try is re-entering your email address through your Account and Settings. Please follow these steps:

 

  1. Click the Gear icon.
  2. Below Your Company, click Account and Settings.
  3. Click Company.
  4. Below Contact info, remove your email.
  5. Click Save.
  6. Re-enter your email again. 
  7. Click Save.

I'm adding a screenshot below for your visual reference:

 

 

If you continue to receive reports about your customers not receiving your email, you may need to add the QuickBooks server hostnames and IP addresses to your outgoing mail servers. You may consult an IT expert in case you're unsure of the process.

 

You can find the list of hostnames and IP addresses in the article I'm adding below (scroll down to Step 3):

 

3 solutions for when customers aren't receiving your emails.

 

Please keep in touch with me here should you need any further assistance regarding the emails. The Community always has your back.

Not applicable

Re: emails

Hello, 

 

I have a question pertaining slightly to this, when I send an email the generic message pre-populates (which I do like and don't want to change) and I erase this and full it in with our customer info but on the sent email tab it just shows "invoice ####' instead of invoice 9999 or whatever number I assigned to it.  Same thing with the sent to section, most of the time I have it set up to send to a specific email already within the customer info but when I change it if ever, it only shows the original persons info even if i didn't even send it to them. For example, there are some invoices that I send to myself so I can attach something else to the email, and it shows I sent it to the person when in face I only sent it to myself.  However my boss, who works on the same account when she sends emails it shows up as the invoice # and person she sent it to. 

QuickBooks Team

Re: emails

Hello there, Kbracelin.

 

Thanks for joining this thread. Let's get this working for you.

 

First, let's isolate the issue with invoice number showing symbol instead of the actual number assigned to it. We can try creating a sample invoice with a different number and send it to yourself.

 

If it does the same thing, I recommend you get in touch with our Customer Care Team. They have extra tools that will help you determine what's causing this.

 

Here's how you can reach:

  1. Sign in to your QuickBooks Online company.
  2. Click the Help icon in the upper right of the screen.
  3. Select Contact US on the pop-up. 
  4. Enter what you're needing assistance with in the How can we help? field and choose Continue
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

On the other note, is the person who receives the email the Master Admin? If so, Master Admin has full access to company and email notifications.

 

Let me know if you have additional questions by posting here in the Community. I'll be right here to help.

mo4
Community Explorer **

Re: emails

I can see that it was emailed why I wanted to know if there is a way to see the time it was sent

Moderator

Re: emails

That's a great idea, mo4.

 

The option to view the specific time as to when you sent the email isn't available. With that said, I'll personally share this option to our developers. They'll verify this idea and may be added to our future updates.

 

If you have additional concerns, please don't hesitate to reach out to me. I'll address them as soon as I can.

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