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Can we view sent e-mails.

I have a couple of clients that have just migrated from QB Desktop to QBO.  They both have an issue with sent e-mails.  

Wanting to streamline things, they are willing to use the on-line mailing system, but neither like the fact that they cannot view the sent e-mails anywhere.  

Saving as PDFs and e-mailing manually is a solution, but the saving of PDFs is slow and this does not add a "SENT" notification to the transaction (list of invoices and quotes etc.).

Any solutions?

Many thanks

Mandy

3 Comments
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Hello Mandy, Let's go to your settings and set up your in...

Hello Mandy,

Let's go to your settings and set up your invoice copy.

You can set up your BCC field so you'll get a copy every time you send an invoice.

Here are the steps:

  1. Go to Gear icon.
  2. Choose Account and Settings.
  3. Click Sales.
  4. Under Messages, check the option that says Email me a copy at.
  5. Enter the email address in the Copy (CC)  new invoices to address or Blind Copy (Bcc) new invoices to address field.
  6. Click Save and Done.

Please let me know how it goes by leaving a comment below and I'll surely get back to you.

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Thanks IntuitRealice.  All sorted.

Thanks IntuitRealice.  All sorted.
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Hi Mandy, Your welcome! Feel free to keep in touch if y...

Hi Mandy,

Your welcome!

Feel free to keep in touch if you have any other questions.