send email attachments to client uploads
K
Karmen Krinn
it would be helpful if we have the ability to send an email attachment to the client uploads section. There are some clients that we don't need the receipts feature for, as we are attaching receipts after the fact rather than using receipts to create transactions.
Also, the ability to print an email to PDF that can then be sent to the client uploads section, as there are times when there is no attachment, but something within the body of an email that could be attached to a transaction
M
Michele Martinek
This would be incredibly helpful during 1099 season as I had a TON of vendors emailing their w9's instead of using the link.
L
Lauren Geiger
Yes, I would very much like the ability to print the emails I am now managing in Keeper, since I save them in QuickBooks as PDFs. Thank you! (Also, Keeper email is a game changer!! So great!)