Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?

Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. –  (Open Sent) labeled for recent […]

How do I edit preferences with the new company settings? I need to change my default email that goes out with invoices.

Default for sending out email is always the same* which you cannot change it. What you can change is reply-to email address of your own for customers, different than regular company email address. *default email address from Intuit[] From the home page screen > company gear (upper right corner) > settings > company > contact […]

How to change messages greeting appear on customer invoices in new QuickBooks Online?

You can remove or make changes to messages greeting that appear on Customer Invoices in new QuickBooks Online. You will need to change company settings. From the home page screen Select the Company “Gear” (upper-right-corner) Select “Sales” Select “Messages” Select Default email message sent with sales forms. Uncheck “Use greeting” or make appropriate changes. It […]

I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?

From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None”  Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with […]