Easy Tech TutsHow to Pull a Report Showing Emails Sent in QuickBooks Online Easily 2026
By Impran M N
Knowing which emails have gone out to clients, like invoices and statements, helps you follow up effectively and improve customer service. This guide covers how to pull a report of sent emails in QuickBooks Online.
01Navigate to the reporting area
Open the Reports section in QuickBooks Online and look for options related to sent transactions or email activity.
02Filter the email data
Apply filters by date range or customer to narrow down the report to the specific emails you want to review.
03Review the report
Check which invoices or statements were emailed and to whom, giving you insight into your communication history.
04Use the data for follow-ups
Reference the report to identify clients who may need a reminder or a resend of an important document.
Frequently asked questions
Can I see if a customer opened the email?
QuickBooks Online can show when a document was sent, though detailed open-tracking may depend on your plan or integrated tools.
Can this be automated?
Yes, automation features and integrations can help schedule reminders and track email activity without manual checking.
Why would I need this report?
It's useful for confirming that invoices reached clients, identifying who needs a follow-up, and keeping records for accountability.
Is this available to all QuickBooks Online users?
Basic email tracking and reporting is generally available across QuickBooks Online plans, though features can vary by subscription level.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
