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accounting622
Level 1

Is there a way to see if a customer statement created in QBO has been emailed? I see lists of statements, but I'm not sure if they've been emailed to the customer.

 
3 Comments 3
JoanaC
QuickBooks Team

Is there a way to see if a customer statement created in QBO has been emailed? I see lists of statements, but I'm not sure if they've been emailed to the customer.

Welcome to the QuickBooks Community, @accounting622. Let me assist you with your statements.

 

We can use the audit log report to check if the statements you created were sent to your customers. Follow these steps:

 

  1. Go to the Gear icon.
  2. Under Tools, select Audit Log.
  3. Change the appropriate User, Date, or Events to narrow down the results.
  4. On the Events search box dropdown, choose Statements.

 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. On the left panel, click Sales.
  4. In the Messages tab, hit the Edit icon.
  5. Check the box for Email me a copy and double-check if your email address is correct.
  6. Hit Save, and then Done.

 

Moreover, to learn how to customize your invoices and receipts, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be here if you still have concerns about your emailed transactions. Enjoy the rest of the day, and take care.

hahnsburg
Level 1

Is there a way to see if a customer statement created in QBO has been emailed? I see lists of statements, but I'm not sure if they've been emailed to the customer.

The "Email me a reply" feature does not appear to extend to statements.   It is configurable for invoices and reminders.

IrishNinoJ
QuickBooks Team

Is there a way to see if a customer statement created in QBO has been emailed? I see lists of statements, but I'm not sure if they've been emailed to the customer.

Hello there, hahnsburg. Let me assist you in emailing customer statements to you and your customers in QuickBooks Online.

 

Please know that when you enable the Email me a copy option, ensure to enter the correct email address. There are instances where your emails don't directly go to your inbox, they're sometimes found in your spam or junk folder. If you continue to experience some challenges in receiving emails from Intuit, you can refer to the following article for step-by-step instructions: Receive important email messages from Intuit.

 

In addition, you can check out this article to learn how to customize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any further questions about sales forms, please reply below. We're here to assist you 24/7.

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