list of emails sent to customer

I can help you navigate the list of emails that are sent to your customer in QuickBooks Desktop (QBDT), @jpatriarca.

You can access all the emails you've sent to your customers by navigating to the Customer Center in QBDT. This allows you to keep track of your customer's information and review all account activities.

Here's how:

1. Log in to your QuickBooks Desktop account.
2. Go to the Customers menu at the top, then Customer Center.
3. Select the specific customer, under the Customers & Jobs field.
4. From the Customer Information form. Hit on the Sent Email tab, and then all the previous emails you sent to your customer will show. 

Nevertheless, you can visit these articles for future help with managing your sent emails and reports through the system:

• Understand reports
• Connect your email to QuickBooks Desktop

Let me know whenever you have additional questions about managing your emails in QBDT. I'm looking forward to your reply. Stay safe.

Customer Information window not populating. I only get "Edit Customer" window.

Now can't send reply or attach file:

"Your post has been changed because invalid HTML was found in the message body. The invalid HTML has been removed. Please review the message and submit the message when you are satisfied."

Attaching files is vital to narrow down the error, jpatriarca. I can share some resolutions to help you get past it and send your reply successfully in the forum.

When adding a file, review the format and size. Please ensure there are no special characters or HTML codes in the body of your message. Check if the file type is supported, as it may also cause the error to appear.

Moreover, the Edit Customer window will only show if you double-click the customer's name. To populate the Customer Information page, select which one from the list then tap the Sent Email tab.

If the issue persists, you can update QuickBooks Desktop to the latest release to get the new features and product improvements. Additionally, repair the program if you still encounter the same error.

Here's an article for your guide to personalizing any reports: Customize reports in QuickBooks Desktop.

Be sure to check back with me here and let me know how this goes. It's my pleasure to help you with the error. 

1. Why can't I see the entire message thread when I'm replying. I'm addressing an issue in my 2nd message and have to close this to go back and find it!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

2. I know how to attach files. I was merely trying to attach a screenshot of the issue when your system started giving me the error messages I described. Make it easier or fix it.

3. I obviously know how to open the Edit Customer window (see my 2nd message). Your answers are wrong. Double clicking the customer's name opens the Edit Customer window. Right clicking on the customer's name opens a drop down w/many options, 1 of which is "Show Customer List and Details" which shows Customer Information (w/sent email tab) for all customers until one toggles back to "Show Full Customer List Only".

I'd like to speak to a manager about QB employees providing incorrect advice.

I acknowledge your interest in sending attachments to posts while viewing the entire thread in the Community forum, Jpatriarca.

When viewing the whole post within the reply window, click the Cancel button or tick the highlighted View discussion in a popup link. This action will open a new tab, enabling you to see the entire thread. I also acknowledge your input about the proper steps to view the list of emails sent to your customers.

In connection with these matters, I recommend sharing your thoughts with our Product Development team so these features may be considered for future updates. Your input plays a significant role in our efforts to enhance our product. To submit a feedback request, please follow the instructions below:

1. Choose the Help option.
2. Select the Send Feedback Online option.
3. Click the Product Suggestion option. A popup window displays.
4. Enter your feedback suggestion.
5. Hit the Send Feedback button.

Furthermore, you may refer to this article for additional details on how to customize sales reports in QuickBooks: Customize customer, job, and sales reports in QuickBooks Desktop.

If you have additional questions about navigation preferences in QuickBooks Enterprise, please share them with me. I'm more than willing to provide further assistance. I look forward to your response and wish you a pleasant day!