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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
JoesemM
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Thanks for getting back to us, @@ShawnASul

 

I appreciate you for following the steps shared by my colleague. I'm here to share some details about seeing the emails you've sent to your clients.

 

Right now, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. You will need to ask for those emails from the recipients to view the contents.

 

However, you can turn on the  Email me a copy feature. This way, the program will automatically send you a copy of the email that you've sent to your clients. Let me guide you how:

 

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a check mark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

 

In the meantime, I'd suggest visiting our QuickBooks Online Blog regularly. This way you'll be updated with the latest news and updates including product improvements. 

 

Also, I recommend reading this article that will guide you in personalizing your form designs and adding the information that matters the most to your business: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Get back to me if you have any other questions. I'm always here to help. Have a good day!