Sent invoices and estimates not showing up in gmail sent box

I'm here to ensure you can have a copy of your sent invoices and estimates in your Gmail account, @stonewaterproper.

To do this, you'll have to configure some preferences in the Account and Settings page.

Here's how:

1. In your QuickBooks Online account, go to the Gear icon
2. Select Accounts and Settings.
3. Click on the Sales tab.
   
4. Under Messages, click the Pencil icon.
5. Put a check-mark next to Email me a copy.
6. Once done, click Save and Done.
   
   

You may also consider personalizing your sent invoices and estimates. Feel free to check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please leave a comment below if you have other QuickBooks-related queries. I'm always here to help you. Have a good day.

This doesn't work. I tried using this advice, but the email and invoice show up in my Primary email as if it was an email to me. It does not show up in our gmail Sent box. This is a huge problem because we have no way of knowing if our customers are receiving their invoices from us until weeks later, when the invoices are past due. Turns out our customers are not receiving their invoices either! We are about to cancel QuickBooks and find another program for our business. QuickBooks has been nothing but a pain since we went online with it. Can you solve our problem before we cancel?

This is not the experience that we want you to have, @usercleanairlawncare.

You can also resolve this by setting the  Online Delivery method to Online Invoice. This will make sure that your invoices will be sent to your customers.

Here's how:

1. Go to the Gear icon and click Account and Settings.
2. Choose Sales on left of the page. 
3. Click on the Pencil icon next to Online delivery.
4. Select the drop-down box under Additional email options for invoices and choose Online invoice.
5. Click Save and Done.                               

For additional insight into invoicing, such as customization options, I recommend the following article: How to Create an Invoice.

You can check this send invoices from your Gmail address FAQ article for more information in managing your business emails. 

In the event that you should have questions about sending invoices and estimates, or need anything else, you can find me here. Take care and have a wonderful day!

Hello,I'm having this issue as well. Did you ever end up figuring it out?

Thanks for updating this thread, @appliedcustomcoatings. I’m here to ensure you’ll receive a copy of any emailed transactions made from the program.

As mentioned above, you’ll need to enable the feature that will send you a copy of your invoices and estimates. Please also take note that the email you entered is the company's Customer-facing email. This means it'll appear on your sales forms giving your customers a hint of where to contact you.

Here’s how:

1. Go to the Gear icon.
2. Select Account and Settings under Your Company column.
3. On the left pane, click the Sales tab and select the Messages section.
4. From the Sales form drop-down, select Invoice.
5. Tick the Email me a copy at [your email address] checkbox.
6. Click Save and then Done.

I’ve added some screenshots below for your visual reference:

Once done, you’ll need to perform the steps above again as you change the Sales form into Estimates. However, if you'd like to go on with the email you used to access your QuickBooks account, you can click the Cc Bcc under the email field mentioned above and add yourself. By doing this, you can still monitor if the emails are sent and received by your customers.

To learn more about managing your emails with customers using your Gmail address, you can visit this reference: Use your Gmail address to send invoices.

You’ll want to check out this article that can guide you in personalizing your form designs and adding the information that matters the most to your business: Customize invoices, estimates, and sales receipts in QuickBooks Online.

After your customer accepts their estimate, you can easily convert it to an invoice and bill them. As for the invoice, you can then record their payments in QuickBooks Online.

If you still need assistance with your invoices or estimates, please don't hesitate to add them in your reply. It’ll be my pleasure to help you further. Keep safe.

Same with @MJoy_D , the main issue is that the invoice is not showing up under the sent items of my gmail account. It used to do that until recently and now I can't get it back. I followed the steps above but what it's doing is that the invoices as being sent to my primary email as if the invoices are being sent to me. Please help.

Same thing is happening to me. I was getting them and now nothing. Did you find a way to fix this?

Let's collaborate to fix this issue, blance1.

We can verify if your Gmail account is linked to the Send email window. It's essential to make sure that invoices appear in the sent items. I'll guide you on how to do it.

1. Go to the Sales menu, and then select Invoices.
2. Choose the invoice you want to send.
3. Click the drop-down arrow under the Action column, and select Send.
   
4. Select the From drop-down arrow and check if your Gmail is connected. If not, click + Add Gmail address.
   
5. Press Connect Google account.
   
6. Enter your email address, and hit Next. Then, put your password.
7. Once done, hit Send.
   

I've attached some articles you can use to automatically send reminders to customers, as well as some additional information about emailing invoices:

• Automate invoice reminders in QuickBooks Online
• Email or print multiple invoices and sales forms

You’ll want to read about receiving and recording invoice payments in QuickBooks Online. It includes details about grouping multiple payments into a single deposit.

Feel free to click the Reply button if you have additional questions regarding invoices. I’ll be here to answer them for you. Have a great day ahead!

As of March of 2024 I was able to send estimates and it would show up in my sent folder in gmail, now they are not. I was also having issue where the invoices weren't showing up in sent folder as well but I figured that out. I need the first problem addressed. A lot of us rely on this technology and not it's not serving my needs as it once did

It's good to see you here in the Community, @Jhub.

Let me share information and a workaround for why invoices and estimates are not appearing in your Gmail sent folder through your Gmail account.

In Gmail, sent emails should normally appear in the Sent folder unless there is an issue with the settings or the account itself. Here are some reasons why your sent items may not appear in the sent items folder in Gmail:

• Ensure that your Gmail settings are configured to save sent emails in the Sent folder.
• Check for any filter preferences that may be blocking QuickBooks emails.
• Access your online email service settings to make sure they aren't blocking QuickBooks.

If you have checked these possible reasons and are still experiencing problems with sent emails not appearing in the Sent folder, you may want to contact Gmail support for further assistance.

In addition, you can also check if there is a disconnect between your Gmail address and QuickBooks. If yes, I suggest reconnecting it.

Here's how:

1. Create an invoice or open an existing one.
2. After filling out the required fields, click on Save and Send to open the preview window.
3. Then, click on the From ▼ dropdown.
4. Next, choose Add Gmail address, followed by Connect Google account.
5. Sign in to your Google account.
6. Lastly, click on Allow. Your Gmail address will now be displayed in the From field.

Visit this link for more details: Use your Gmail address to send invoices.

I'll add these resources to learn more about sending invoices from your Gmail address:

• Send invoices from your Gmail address FAQs
• Send invoice reminders automatically or manually in QuickBooks Online.

If you have any questions regarding your sales forms, especially sending invoices and estimates, please don't hesitate to leave a comment below, I will always be there to help you with anything.

This isn't my first time with quickbooks. I have used for over more then a decade. The estimates sent via gmail when I first integrated to online and now as of now estimates will not show up thru send folder on gmail platform

This does not work, I've already tried I want it to show in the sent folder not a copy to my inbox

I can provide some troubleshooting steps to ensure your email invoices appear in the Sent box of your Gmail account, Jhub. Let's connect your Gmail address to QuickBooks Online (QBO) to rectify the issue.

1. Create an invoice or open one.
2. Fill in the fields with the appropriate information.
3. Click the Review and send button to see more details.
4. Tap the From drop-down and select + Add Gmail address.
5. Press the Connect Google account button and log in to your Google account.
6. Click the Allow option. Your Gmail address now appears in the From field.
   
   

If you wish your Gmail address to appear on your sales forms, configure the sales forms settings in QBO. For detailed instructions, proceed to the Update your sales form settings in this article: Use your Gmail address to send invoices in QuickBooks Online.

Additionally, refer to these resources to learn more about managing your sales forms, and customer payments:

• Customize sales forms by location in QuickBooks Online
• Send invoice reminders automatically or manually in QuickBooks Online
• Record invoice payments in QuickBooks Online
  
  

Don't hesitate to visit the Community if you have other product concerns or questions about managing your invoices. We're always ready to lend a helping hand.