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upholsterysurgeons
Level 1

How can I tell if a statement was sent?

I created several statements and had to switch tasks, but I can't remember if I hit send. Is there a way to tell if they were sent or just created?
Solved
Best answer March 01, 2021

Best Answers
SarahannC
Moderator

How can I tell if a statement was sent?

Hello there, upholsterysurgeons.

 

You can utilize the Audit Log feature to view the statement you've created or sent in QuickBooks Online. Here's how:

 

  1. Select the Gear icon.
  2. Select Audit Log under Tools.
  3. Choose the Filter button.
  4. Choose the appropriate UserDate, or Events filter to narrow the results.
  5. Under the Events section, click the radio button beside Show all events.
  6. Click Apply.

     

It'll present all the transactions you made depending on the filtered date. Moving forward, you may want to turn on the  Email me a copy feature in the settings. It helps you send a copy of the email that you've sent to your customer. Here's how:

 

  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.
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save. Then, Done.

 

I'd be glad to assist you anytime. Please let me know by commenting below if you need other help with QuickBooks. Take care and have a good one.

View solution in original post

3 Comments
SarahannC
Moderator

How can I tell if a statement was sent?

Hello there, upholsterysurgeons.

 

You can utilize the Audit Log feature to view the statement you've created or sent in QuickBooks Online. Here's how:

 

  1. Select the Gear icon.
  2. Select Audit Log under Tools.
  3. Choose the Filter button.
  4. Choose the appropriate UserDate, or Events filter to narrow the results.
  5. Under the Events section, click the radio button beside Show all events.
  6. Click Apply.

     

It'll present all the transactions you made depending on the filtered date. Moving forward, you may want to turn on the  Email me a copy feature in the settings. It helps you send a copy of the email that you've sent to your customer. Here's how:

 

  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.
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save. Then, Done.

 

I'd be glad to assist you anytime. Please let me know by commenting below if you need other help with QuickBooks. Take care and have a good one.

View solution in original post

SarahannC
Moderator

How can I tell if a statement was sent?

Hi upholsterysurgeons,


Hope you’re doing great. I wanted to see how everything is going about finding the statement you've sent to your customer earlier. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

upholsterysurgeons
Level 1

How can I tell if a statement was sent?

Thanks, that worked.  

I have had it send me copies of statements in the past, but when I did this I also got copies of ALL the invoices we send as well.  I really struggle with keeping my email inbox cleared so I don't miss important emails, so getting copies does not help. 

I was really hoping it would be as easy to see that it was sent as it is for invoices.  I don't think that adding a status column would be hard at all, and I find it hard to believe that it hasn't been a complaint before.

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