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Check whether you emailed a form

what sent

If you can't remember whether you sent an invoice or estimate, check its transaction history.

If you use Outlook or web mail, you can find the emails you sent in your Sent folder. Note: If you use web email (Yahoo! Mail, Hotmail, or Gmail), you may have to set up your web email to save sent emails. You can also check the transaction history for a form to see the date it was sent from QuickBooks.

To do this task

  1. Open the invoice or estimate.

  2. Click History on the toolbar.

  3. Check the information shown in the upper half of the Transaction History window.

    • If you sent the invoice or estimate, the date you sent it appears in the Sent Date field. If you sent it more than once, only the most recent send date appears.

    • The Send Method field shows how you sent it (email, or email/bill online).

    • If you marked the invoice or estimate as "To be emailed" but have not sent it yet, "Pending" appears in the Sent Date field. To send the invoice or estimate, along with the others marked as "To be emailed," go to the File menu, click Email Forms, and then click Send Batch.

    • If you see a message that no payment or transaction has occurred, you did not send the email or estimate, nor did you mark it as "To be emailed." To send the invoice or estimate, display it, click the Email drop-down arrow, and then click Send.

    • If you sent the invoice or estimate, the date you sent it from QuickBooks appears in the Sent Date field. If you sent it more than once, only the most recent send date appears. Check your email program's Sent folder for the date and time it was sent from your email program.

    • The Send Method field shows how you sent it (email).

    • If you marked the invoice or estimate as "To be emailed" but have not sent it yet, "Pending" appears in the Sent Date field. To send the invoice or estimate, along with the others marked as "To be emailed," go to the File menu, click Email Forms, and then click Send Batch.

    • If you see a message that no payment or transaction has occurred, you did not send the email or estimate, nor did you mark it as "To be emailed." To send the invoice or estimate, display it, click the Email drop-down arrow, and then click Send.

See also

KB ID# H_EMAIL_CHECK_IF_FORM_SENT
10/31/2014 10:06:14 AM
PPRDQSSWS403 9102 Pro 2013 48d2b6