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clanchem-telkoms
Level 1
posted
‎March 19, 2024 02:57 AM
last updated ‎March 19, 2024 2:57 AM

Good day how do i find email that i have sent to a customer?

 
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1 Comment 1
jenop2
QuickBooks Team
QuickBooks Team
‎March 19, 2024 06:02 AM

Good day how do i find email that i have sent to a customer?

Welcome to the Community forum, clanchem-telkoms. Let me assist you in finding an emailed transaction in QuickBooks Online (QBO).

 

Can you also provide some additional details on the transaction that was emailed? Was it an invoice or a quote that you sent?

 

You can run the Audit Log report. This report lists all activities within your QuickBooks Online account, including emailed transactions. Let me guide you through the steps:

 

  1.  Go to the Gear icon and select Audit Log.
  2. Select the name of the user that sent the email. 
  3. Under the Date changed filter, select the date when the transaction was emailed. 

 

From there, you'll see a list of events. Look under the Event column for a description that says Emailed with a link to the transaction that was emailed.

 

audit log.PNG

 

You can also refer to this article for additional details on using the Audit Log report: Use The Audit Log In QuickBooks Online.

 

Feel free to save or bookmark these articles in case you might need them when emailing transactions in QBO: 

 

 

Please don't hesitate to ask for help if you need any further assistance when working in QBO and recording customer-related transactions, clanchem-telkoms. I'll be ready to provide guidance whenever you need it.

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