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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