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March 18, 2020
Question

Can you see if a customer has viewed a statement sent through Quickbooks (Quickbooks online)?

  • March 18, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Level 5
March 18, 2020

Hi there, 

 

It's vital you're able to see the status of the statements you send to your customer. I'd be happy to share more info on this. 

 

Depending on the statement you're referring to, I recommend checking the Audit Log to make sure those transactions were sent out. Please see the steps below:

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Look for the transaction. If it was sent out, you'll see Emailed under the Event field.

Give this a try and if you need further assistance, I recommend contacting our support team using this link.