![]() ![]() ➀ Select Send Forms then ➁ Company Preferences.To customize your email templates, follow the instructions below: This feature lets you add a distinctive touch or more information to every email you send out. Tip #3: QuickBooks allows you to customize email templates to send invoices, sales orders, and more. In the Address Info tab, type your email address into the CC Email field.Alternatively, use the menu options at the top and click Customers, then Customer Center from the drop-down. Navigate to the Customer Center by pressing Ctrl+J on your keyboard.Now, if you only need to receive copies of emails sent to certain customers, here are a few instructions on that as well: Retrieving sent emails from QuickBooks for certain customers Be sure to save all along the way as you work (this is a crucial step for any QuickBooks Desktop user.) Type your own email address in the BCC (Blind Carbon Copy) field.Under the “Show” section, select the type of automated email that you would like to be Bcc’d to (Invoices, Sales Orders, Estimates, etc.) ➀ Select Send Forms followed by ➁ Company Preferences.Click on the Edit menu option near the top left of QuickBooks, then click Preferences from the drop-down.To set this up, follow the instructions below: If you get the copy and the recipient’s email address recorded is correct, then this should indicate emails you sent from QuickBooks were accurately processed. This will send a copy of any form you email to you and the other recipient(s). Tip #2: You can BCC yourself on all email communications to receive a copy in your work inbox. Further amazing tips, in addition to emails sent from QuickBooks, can be found below: Tip #1: When looking at the emails sent in the Sent Email tab, if the “Number” field does not have a specific invoice number, that means several invoices were sent as a batch in a single email. You can also learn QuickBooks quickly and commit many of the simple-to-follow commands to memory with continued use. QuickBooks Desktop was born to give customers access to a bevy of finance tools. A few other email tips for QuickBooks Desktop users Now, you should be able to see all the emails sent from QuickBooks in a list view. Now that you have verified the email address, simply view emails sent from QuickBooks which can be found in the Sent Email tab at the bottom half of the customer profile. Type in the correct email address in the Main Email field and click OK.Ħ. If it looks incorrect, double-click on the customer’s name in the list of customers or click the pencil icon in the upper right corner. In the ➁ Main Email section, verify that the email address for the customers is accurate and formatted correctly.Ĥ. ![]() ➀ Click on their name to open their profile on the right-hand side.ģ. ![]() Scroll through your list of customers to find the emails sent from QuickBooks or use the search bar to find the customer you’re looking for. Alternatively, use the menu options at the top and click Customers, then Customer Center from the drop-down.Ģ. ![]() Navigate to the Customer Center by pressing Ctrl+J on your keyboard. Sent emails from QuickBooks can be promptly locatedĪ QuickBooks Desktop user should double-check to see if the customer’s email address is written or typed correctly before starting.ġ. Once this part is complete, proceed with the instructions below. You also need to ensure you have your primary or business email integrated with QuickBooks- click here for instructions. To view emails sent from QuickBooks, you will need the email address in question. Tell me if this has happened to you before-you send a customer an invoice and weeks later, they say “I never got it.” Instead of scrolling or searching through all the emails in your work inbox, you can locate the email in QuickBooks Desktop. There are several benefits to running QuickBooks Desktop in the cloud, including the ability to automatically back up your information.Įven with this terrific access and functionality, you can hit a bit of a snag with the software. Instay form estimates and invoice pro software#If you have QB Desktop hosted in the cloud, you are technically using QuickBooks Desktop software online. Today, I would like to go back to basics and show you how QuickBooks Desktop users can access and retrieve emails sent from QuickBooks. Instay form estimates and invoice pro how to#In my last article, I showed you how to attach and send files, but there is so much more you can do-such as emailing sales forms, invoices, statements, and more-all right within QuickBooks. An industry leader in finance software for small to medium-sized businesses, QuickBooks allows you to do anything finance-related. Hello! I am back with another informative QuickBooks Desktop tutorial. Better business insights with QuickBooks Desktop ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |