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Replying to:
AlcaeusF
Moderator

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Hi @jody51,

 

Thank you for posting here in the Community. Let me share some clarification about the invoices in QuickBooks.

 

Currently, an option or ability to determine who viewed the invoice is unavailable. As a workaround, you can remove the Cc email address when sending sales transactions.

 

If you need a copy, I recommend you open the invoice and download it as a PDF copy. Here's how:

 

  1. Open the invoice.
  2. Click Print or Preview at the bottom.
  3. Select Print or Preview again.
  4. Press the download icon in the upper-right corner of the Print preview window. 

 

I know how beneficial being able to distinguish who viewed the invoice, as well as enabling the feature for the main recipient only. We always update the features in the program, and this preference might be available in the future. 

 

As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

 

I've also attached an article you can use as a reference about how to keep track of your activities in QuickBooks: Use the audit log in QuickBooks Online.

 

Feel free to hit that Reply button if you have additional questions regarding your invoices. Have a great day ahead.

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