If I sent a statement to a client, where can I check that the email was sent?

Answer

Hi lynnwood,

QuickBooks Online does not currently have a sent items folder to view the statements/transactions you emailed to your clients. What we can do is run through the Audit Log to confirm the status of the email if it was sent successfully or not. Let me show you how. 

  1. Click the Gear icon on the Toolbar.
  2. Under Tools, select Audit Log.
  3. Select the Filter button.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Click Apply.

Please check this article for more information: The Audit Log What It Is, How To Use It.

I have also this article for your reference: How To Add Or Edit Transactions In A Register.

You can always post a comment below if you need anything else. I'll be right here to assist you.

Was this answer helpful? Yes No
Original
IntuitMariaS , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.