Save a Copy of Email Sent From QuickBooks

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.

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 has been that once something was sent it was essentially gone.

Until now, 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.

Of course, if you are like some of our clients who don't like using 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 automatically 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 even want to 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.

That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users.

I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

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