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Best answer March 01, 2021
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Hello there, upholsterysurgeons.
You can utilize the Audit Log report to view the statement you've created or sent in QuickBooks Online. Here's how:
- Select the Gear icon.
- Select Audit Log under Tools.
- Choose the Filter button.
- Choose the appropriate User, Date, or Events filter to narrow the results.
- Under the Events section, click the radio button beside Show all events.
- 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:
- Click the Gear icon in the upper right corner.
- From the Your Company column, choose Account and Settings.
- Select the Sales tab on the left.
- In the Messages section, click the Edit icon.
- Put a check mark in the Email me a copy at [your email address] box.
- 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.
Hello there, upholsterysurgeons.
You can utilize the Audit Log report to view the statement you've created or sent in QuickBooks Online. Here's how:
- Select the Gear icon.
- Select Audit Log under Tools.
- Choose the Filter button.
- Choose the appropriate User, Date, or Events filter to narrow the results.
- Under the Events section, click the radio button beside Show all events.
- 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:
- Click the Gear icon in the upper right corner.
- From the Your Company column, choose Account and Settings.
- Select the Sales tab on the left.
- In the Messages section, click the Edit icon.
- Put a check mark in the Email me a copy at [your email address] box.
- 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.
Hello there, @Beth G.
I'll gladly share some insights about finding out which statements you didn't send successfully in QuickBooks Online (QBO), so you can manage your transactions.
For the time being, the option to see which of your customer statements didn't go through or send is unavailable in QBO. However, you can activate the Email me a copy feature to receive a copy of the transactions you've emailed to your customers. Here's how:
- Go to the Gear icon in the upper right corner.
- From the Your Company column, choose Account and settings.
- Select the Sales menu on the left.
- In the Messages section, click the Edit icon or click anywhere in the said section to view its details.
- Put a checkmark in the Email me a copy at [your email address] box.
- Click Save and then Done.
On the other hand, you can also use the Audit Log to display the list of generated statements with the sent status.
You may also want to check out one of our Help pages as your reference to guide you in managing your company's income and customer transactions using QBO: Sales and Customers help for QuickBooks Online. It includes topics about payments, invoices, and statements, to name a few.
Let me know if you have other concerns about sending customer statements and managing sales and income transactions in QBO. I'm always around to help. Take care, and have a great day, @Beth G.
