quickbooks 2018 desktop find open invoices for a vendor

Type in the correct email address in the Main Email field and click OK.Ħ. If it looks incorrect, double-click on the customer’s name in the list of customers or click the pencil icon in the upper right corner. In the ➁ Main Email section, verify that the email address for the customers is accurate and formatted correctly.Ĥ. ➀ Click on their name to open their profile on the right-hand side.ģ.

Scroll through your list of customers to find the emails sent from QuickBooks or use the search bar to find the customer you’re looking for. Alternatively, use the menu options at the top and click Customers, then Customer Center from the drop-down.Ģ. Navigate to the Customer Center by pressing Ctrl+J on your keyboard. Sent Emails From QuickBooks can be Promptly LocatedĪ QuickBooks Desktop user should double-check to see if the customer’s email address is written or typed correctly before starting.ġ. Once this part is complete, proceed with the instructions below. You also need to ensure you have your primary or business email integrated with QuickBooks- click here for instructions. To view emails sent from QuickBooks, you will need the email address in question. Tell me if this has happened to you before-you send a customer an invoice and weeks later, they say “I never got it.” Instead of scrolling or searching through all the emails in your work inbox, you can locate the email in QuickBooks Desktop. There are several benefits to running QuickBooks Desktop in the cloud, including the ability to automatically back up your information.Įven with this terrific access and functionality, you can hit a bit of a snag with the software. If you have QB Desktop hosted in the cloud, you are technically using QuickBooks Desktop software online. Today, I would like to go back to basics and show you how QuickBooks Desktop users can access and retrieve emails sent from QuickBooks. In my last article, I showed you how to attach and send files, but there is so much more you can do-such as emailing sales forms, invoices, statements, and more-all right within QuickBooks.

An industry leader in finance software for small to medium-sized businesses, QuickBooks allows you to do anything finance-related. Hello! I am back with another informative QuickBooks Desktop tutorial. Better Business Insights With QuickBooks Desktop

Quickbooks 2018 desktop find open invoices for a vendor