How to use mail log in quick books

In QuickBooks, the Mail Log is a feature that allows you to track and manage your company's outgoing mail, such as invoices, statements, and other documents. Here's a step-by-step guide on how to use the Mail Log in QuickBooks:

Accessing the Mail Log

  1. Log in to your QuickBooks account and navigate to the "Company" menu.
  2. Click on "Mail Log" from the drop-down menu.

Creating a New Mail Log Entry

  1. Click on the "Create a new mail log entry" button.
  2. Enter the date you sent the mail.
  3. Select the type of mail you sent (e.g., invoice, statement, etc.).
  4. Choose the customer or vendor you sent the mail to.
  5. Enter the mail carrier or delivery method (e.g., USPS, FedEx, etc.).
  6. Add any additional notes or comments about the mail.

Viewing and Editing Existing Mail Log Entries

  1. Click on the "View mail log" button to see a list of all your company's outgoing mail.
  2. You can filter the list by date, type of mail, or customer/vendor.
  3. Click on an entry to view more details, such as the mail carrier and delivery method.
  4. Click the "Edit" button to make changes to an existing entry.

Using the Mail Log for Invoicing and Tracking

  1. When you create an invoice in QuickBooks, you can automatically add it to the Mail Log.
  2. You can also use the Mail Log to track when invoices are sent and when they are paid.
  3. The Mail Log can help you identify which invoices are outstanding and which customers are overdue.

Benefits of Using the Mail Log

  1. Improved tracking and organization: The Mail Log helps you keep track of all your company's outgoing mail, making it easier to find and manage your documents.
  2. Enhanced customer service: By keeping accurate records of your mail, you can provide better customer service and respond more quickly to customer inquiries.
  3. Reduced errors: The Mail Log can help you avoid errors and mistakes when sending mail, such as sending an invoice to the wrong address.

By using the Mail Log in QuickBooks, you can streamline your company's mail management, improve customer service, and reduce errors.