QuickBooks 2014 Email Improvements

This year there are a number of changes in the area of mail sending, which gives you ability to send customer payment receipt, with a tab for Customer, Vendor and Employee Centers where you can see a history of the emails that you have sent to a client from inside QuickBooks. Intuit has put a lot of effort into improving the way QuickBooks users can communicate with customers.

There are three email options in QuickBooks:

• Web mail.
• Microsoft Outlook.
• QuickBooks E-mail.

This improvement applies only to people who use the Web mail option there is a limit to the total size of the attachments, 2 MB when using web mail. For Outlook users, the restriction is a total of 25 MB.

Payment Receipt window now allows you to send via email rather printing.

You can now send an invoice to a customer from QuickBooks, and that process works pretty smoothly. The problem, though, is remembering IF you sent it, and WHEN you sent it. If you use Outlook for your email you can go there and search. If you use web mail or the QuickBooks email service it is harder. We often see recommendations that you always do a “BCC” to yourself so you get a copy.

If you go to an individual invoice you can select the Transaction History and see a window that tells you some information. It isn’t much, and you have to go into each individual invoice to locate this information.

The new QuickBooks 2014 now has tab centres for customer, vendor and employee to help keep list of email messages you have sent from QuickBooks, rather than having to look at the history of each individual transaction. You can sort the list by any column heading, you can double click on any line to open the transaction for a closer look.

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