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April 27, 2021
Question

Is there a way that my boss can get an e-mail automatically sent to him whenever a new project is opened in QuickBooks?

  • April 27, 2021
  • 1 reply
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1 reply

April 27, 2021

Hello wrobinson1,

 

This is a great idea, and I can see how it would help streamline communication with your boss about the work that's being done in QuickBooks Online. When everyone is in the know, things run more smoothly, and I'd be happy to go over how QuickBooks handles creating Projects.

 

When you create a new project using the Projects feature in QuickBooks Online, the program is essentially creating a new area where you're organizing income and expenses related to a single job. While you could Cc or even Bcc your boss on invoices sent to the related customer, there isn't a way for the program to alert the boss, even by email, that a new project has been created. Here are a couple of articles about Projects that may be of use.

Like I said, this is a great idea, though, and I strongly recommend sharing your thoughts about it using the Feedback feature. The article How do I submit feedback? walks you through how you can share your ideas with us so that our product development team can learn the ways that the program could be enhanced to help users. To stay on top of new features, you can bookmark the following page: QuickBooks Online Feature and Product Updates. In the meantime, you can consider emailing the boss about new projects using your email provider normally.

 

Enjoy your day!