Getting Quicken Data About Recipient E-mail Address

AttorneyGuy

Hello, I am an attorney assisting a client who uses Quicken to invoice.

Quicken offers a feature where the business using Quicken can see when an invoice was sent to a customer, when the customer opened the invoice, and what e-mail address the invoice was sent to.

However, when the business sends the invoice to a new e-mail address, it does not allow me to see the old e-mail address the invoice was sent to.

In November of 2024, a small business had to sue a customer for non-payment of an invoice. The small business owner used Quicken to send the unpaid invoices to me (his attorney), and now it only shows my e-mail address (the attorney) as being the recipient. It does not show the original e-mail address that the invoice was sent to.

For legal reasons, I need to be able to see the original data on who the invoice was originally sent to.

Can you please assist me to see the original data on who the invoice was originally sent to?

This is browser-based Quicken for Microsoft.

NotACPA

Quicken is a desktop ONLY product, and all invoicing is done from the desktop product.

"Quicken on the Web" is a VERY limited adjunct to the desktop product … and I don't believe that Web has invoicing. QWeb is primarily for manual input of transactions and viewing account balances.

SO, is it possible that your client is actually using Quickbooks, which over the past couple of years HAS become a web-based product?

AttorneyGuy

Yes. That is the case. Thank you. Is this the appropriate place to ask questions relating to the browser version?

NotACPA

This forum is for Quicken only. Quickbooks support can be accessed from here

https://quickbooks.intuit.com/learn-support/en-us/help-article/account-management/contact-quickbooks-products-services-support/L7lDnkKLB_US_en_US