In QuickBooks Online, you can easily locate and review emails sent directly from the platform, particularly those related to customer transactions like invoices. Accessing and reviewing these sent emails is a seamless process that provides a comprehensive history of client communications and important email records right within your accounting software.
Why View Sent Emails in QuickBooks Online?
Keeping track of your communication with customers is crucial for maintaining accurate records and ensuring smooth business operations. Viewing sent emails in QuickBooks Online allows you to:
- Verify Delivery: Confirm that invoices, sales receipts, or other documents were indeed sent to your customers.
- Review Communication History: Access a chronological record of all emails sent from QuickBooks to a specific client.
- Troubleshoot Issues: Quickly identify if a customer claims they didn't receive an email.
- Maintain Compliance: Have a clear audit trail of all correspondence related to your financial transactions.
Step-by-Step Guide to Viewing Sent Emails
Follow these steps to find emails you've sent from QuickBooks Online, primarily those attached to customer transactions:
- Log In to QuickBooks Online: Begin by signing into your QuickBooks Online account.
- Navigate to the Sales Tab: On the left-hand navigation menu, click on the Sales tab. This section is your hub for all customer-related activities.
- Click on the Customers Tab: Within the Sales section, select the Customers tab. This will display a list of all your clients.
- Select the Specific Customer: From your customer list, click on the name of the customer whose sent emails you wish to view. This will open their individual customer profile.
- View the Sent Emails: Within the customer's profile, you'll typically find a "Transactions" or "Activity" feed. Here, you can review the history of all transactions and communications, including emails sent for invoices, sales receipts, or estimates. Each transaction entry will often indicate if an email was sent, and you can usually click on the specific transaction to see more details, including a copy of the sent email.
This method is particularly useful for tracking communications linked to financial documents. For more details on managing customer invoices, you can refer to resources like Process Street's guide on How to View Sent Invoices in QuickBooks Online.
