Friday, June 27, 2008

Need a copy of sent emails?

Until the most recent version of QuickBooks, which finally let us integrate the QuickBooks email function with Microsoft Outlook, one of the biggest frustrations of QuickBooks users who use the email function in Quickbooks was that once something was sent it was essentially gone. There was no way to go back to a "sent" folder and take a look at the notes that had been typed in messages to clients or vendors. Sure, you could look up the original invoice, p.o., etc. But you couldn't find the content of your message.

Of course, if you are like some of our clients who don't like using Microsoft Outlook for email - then you still have this frustration as well.

Unless, you use this great tip:

In your Preferences, go to the "send forms" section. Click on "Company Preferences," and then add your email address to the "Bcc" field. This will send a copy of every email you send out of QuickBooks to you, blindly, so that your customers & vendors aren't even aware that you are doing this. You may want to even set up a specific email address that you use only as your virtual "sent" box if you send a high volume of forms from QuickBooks.




As always, we hope this tip has been helpful. If you need more in-depth QuickBooks assistance, don't hesitate to contact our QuickBooks ProAdvisors in Reno at 775-348 9225 or our QuickBooks ProAdvisors in Sacramento at 916-216-4949.

No comments: