Learn how to connect and track emails in QuickBooks Desktop for Mac.
When you connect your email provider to QuickBooks, you can email invoices, reports, and sales forms directly from QuickBooks. Then, you can track them so you know the emails you sent to your customers or vendors. Here’s how.
Connect your email to QuickBooks
You can set up multiple email accounts and QuickBooks remembers which email address to use for each type of message. Here’s how to set it up:
Track emails you send
When you email a customer, QuickBooks records the message. We'll use tracking customer email as an example, but the process is the same for jobs and vendors.
- Go to Customers, then select Customer Center.
- Select the customer you emailed the form to.
- Select the Email tab. The list of the forms you emailed to that customer appears.
You can select the item in the emails list to open that transaction. If you want to stop tracking an email, you can delete it.