Welcome aboard to the Online Community, saskiafisniku.The Sales Transactions page will show the status of entries. Let’s sort the data listed on the page, so you can view all sent emails.Here’s how: Tap the Sales menu on the left panel and choose All Sales to open the Sales Transactions window.From there, go to the Status column and click the arrow (up or down).After following these steps, QuickBooks will group all transactions’ status. Alternatively, you can run the Transaction List by Customer Report and use the Customise feature to modify the data. I have a few easy steps to perform this task. Go to the Reports menu on the left panel to enter the Transaction List by Customer in the Search field.When the report opens, hit the Customise button at the top to access the Customise report window.From there, tap the link for Rows/Columns link to mark the box for Sent.Click Filter to choose the box for Sent.Once done, press the Run report button.To help modify the information displayed on the report, check out this article. It contains detailed instructions on how to use the Filter, Rows/Columns, Header/Footer features: Customise. Let me know if you have any clarifications or questions about QBO. I’ll be right here to assist further. Enjoy the rest of the day.

Question

How can i look at sent emails?

Forum|Forum|6 years ago
January 14, 2020
3 replies
67 views

No text available

QuickBooks Online

R

Rasa-LilaM

QuickBooks Team

Welcome aboard to the Online Community, saskiafisniku.

The Sales Transactions page will show the status of entries. Let’s sort the data listed on the page, so you can view all sent emails.

Here’s how:

Tap the Sales menu on the left panel and choose All Sales to open the Sales Transactions window.
From there, go to the Status column and click the arrow (up or down).

After following these steps, QuickBooks will group all transactions’ status.

Alternatively, you can run the Transaction List by Customer Report and use the Customise feature to modify the data. I have a few easy steps to perform this task.

Go to the Reports menu on the left panel to enter the Transaction List by Customer in the Search field.
When the report opens, hit the Customise button at the top to access the Customise report window.
From there, tap the link for Rows/Columns link to mark the box for Sent.
Click Filter to choose the box for Sent.
Once done, press the Run report button.

To help modify the information displayed on the report, check out this article. It contains detailed instructions on how to use the Filter, Rows/Columns, Header/Footer features: Customise.

Let me know if you have any clarifications or questions about QBO. I’ll be right here to assist further. Enjoy the rest of the day.

A

ACke

How about Purchase Orders sent

I

IntuitAika

QuickBooks Team

Hi ACke,

Thanks for posting in the Community!

There are two ways on how you can check if a purchase order is sent or not to a supplier.

Option 1: View purchase order in Expenses tab

Go to Expenses.
Click on Filter drop-down menu.
On Type, select Purchase order. You can also change the date and status on your preference.
Select Apply.
You can check on the Last delivered column when the purchase order was sent.

Option 2: Run and customise Transaction List by Supplier report

Go to Reports tab and search for Transaction List by Supplier.
Click Customise.
Click on Change columns link and then tick Sent.
Next, click Filter.
On Transaction Type drop-down menu, select Purchase Order.
Select Run report.

Feel free to drop a comment below if you need further assistance and I'd be glad to help. Have a great day!

J

jan-heartlandfir

Is there a report that I can generate to show the emails that have been sent?

C

CB1973

Can we have a feature where at least you can send a copy of the email to yourself as well, why can't you see the email content to see what you may have written?

F

FateCandylaneT

QuickBooks Team

QuickBooks Online has a feature that allows you to receive a copy of the emails you send, CB1973.

You can configure this setup in your company’s settings and enable the Email me a copy option. To guide you, refer to these steps:

In your QBO account, navigate to the Gear icon and select Accounts and Settings.
From the Sales tab, scroll to the Messages section and enable the Email me a copy option.
Alternatively, you can enter a specific email address in the Carbon Copy (CC) or Blind Copy (BCC) fields. This way, you'll automatically receive a copy of every email sent to your customers.
Once done, review all information. Then, Save and Done.

On top of that, we don’t have a direct way to view the actual email that was sent to your customers. As a workaround, you can check your inbox to review the copy of the emails you’ve received.

If you wish to check and verify the status of the emails sent, you can follow the suggestions provided by my colleagues above.

Let me know anytime on this forum if you require any further assistance.

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