I sometimes have to resend emails as proof of having sent them
Solved! Go to Solution.
Hello there, paml,
Let's pull up the Audit Log report so you can view the emails you've sent to your customers.
The Audit Log serves as an audit trail that lets you see exactly what changes were made, and who made them. It maintains a log of each financial transaction as it is added, changed, or deleted.
To access, here's how:
Audit Log will display all the transactions made on the account based on the filtered date.
Once done, locate the invoice you've sent, then click the View hyperlink to check the status of the email. If it's successfully sent, there'll be no error displayed beside Delivery Error section. If it's unsuccessfully sent, then there'll be a "Bounced Email" status displayed beside it. (Please see screenshots below for reference)
For additional information, you can go through this article: The Audit Log What it is, How to Use It.
Please don't hesitate to leave a comment if you have further concerns about tracking the emails sent to your customers in QuickBooks. I'm just around if you need help.
Hello there, paml,
Let's pull up the Audit Log report so you can view the emails you've sent to your customers.
The Audit Log serves as an audit trail that lets you see exactly what changes were made, and who made them. It maintains a log of each financial transaction as it is added, changed, or deleted.
To access, here's how:
Audit Log will display all the transactions made on the account based on the filtered date.
Once done, locate the invoice you've sent, then click the View hyperlink to check the status of the email. If it's successfully sent, there'll be no error displayed beside Delivery Error section. If it's unsuccessfully sent, then there'll be a "Bounced Email" status displayed beside it. (Please see screenshots below for reference)
For additional information, you can go through this article: The Audit Log What it is, How to Use It.
Please don't hesitate to leave a comment if you have further concerns about tracking the emails sent to your customers in QuickBooks. I'm just around if you need help.
How does one view the customized email that was sent along with the invoice?
Hi there, lisageigerrr,
The option to view the customized email used when you sent the invoice isn't available in QuickBooks Online.
The Audit Log feature mentioned by my colleague above is where you can see complete details of the invoice. It tracks:
It also tracks:
You can refer to this article for more details, Learn about the audit log. It includes instructions and a quick video tutorial.
Check out the sending of invoices to find out the different ways of performing this in QuickBooks Online.
If there's anything else you need, don't hesitate to leave a comment below. I'm always around to help you out.
What about a report summary sent via email thru Quickbooks to my bank? I don't see it in my sent folder on my ISP's webmail site for the email we used.
Hello there, @DanteFerrigno.
You'll want to save the report as a pdf. file and attach it to the email you sent. This way, you'll be able to track the reports you sent via email. Let me show you how.
In your QuickBooks Online (QBO) account:
Once done, attach the pdf file to the email. You might also want to check this article that provides detailed information on how you can personalise your invoice: Add, customise, or remove logos on sales forms.
Please know you're always welcome to post here anytime you have other concerns. I'm always around to help. Keep safe!