New Email Tracking Feature
QuickBooks 2014 includes new email tracking tabs for the Customer, Vendor and Employee centers.
I don’t know how many times I have had QuickBooks users ask, “why isn’t there a way to keep track of what we email from QuickBooks?" That has been a really good question to which the only reply was, “sorry, but QuickBooks doesn’t offer any kind of email tracking.”
Well now, in QuickBooks 2014 (all versions), QuickBooks has a new feature that will keep a list of what you send via email to any list entry within the Customer Center, Vendor Center and Employee Center. (See this articles title figure)
If you send your customer an Estimate or Invoice using the QuickBooks email feature, it gets recorded in the Sent Email tab of the Customer’s lower right pane of the Customer Center. Sending a vendor a purchase order, a record of that email gets recorded in the Sent Email tab of the Vendor’s lower right pane of Vendor Center. Do you email your Employees their paystubs, well a record of that email will get recorded in the Sent Email tab of the Employee’s lower right pane of the Employee Center. All of these tabs not only list to whom the email was sent, the date it was sent, and the basic subject specified in the email, but also the associated transaction type, number and amount.
This is another ‘great new feature’ for the typical QuickBooks user, as well as Accountants and ProAdvisors who use (and support) QuickBooks. Intuit has hit a home run with this little feature.