Outlook Secrets for CPAs

Are you an Outlook user looking for ways to operate this powerful platform more effectively? There are many helpful aspects of Outlook that many users overlook.

Here are some recent tips from David Ringstrom, CPA.

1. Did you know…There’s a free macro that can prompt you if you send a message without a subject line: www.codeproject.com/KB/office/outlookblanksubject.aspx

2. Most e-mail systems impose a 10 MB limit on the size of e-mail attachments and there are some types of files you cannot attach. But, there are various free sites on the Internet that enable you to send restricted or large files. You can try:

www.yousendit.com (Lite Account), Free Outlook plug‐in available
www.dropsend.com (Free account)
www.transferbigfiles.com (Free account)
www.dropbox.com (Free account)

3. To sort your inbox (or any folder) on multiple columns, hold down the Shift key and click another column to sort based on two columns.

4. Overloaded with emails? In Outlook you can use “rules” to manage your email. Rules can sort e‐mail into folders and even reply automatically. Although it takes time to develop rules in Outlook, the payoff over time is tremendous.

5. Push “send” too hastily? Retracting an e-mail is possible when you're on an Exchange Server, the e-mail was sent internally, and the recipient has not yet read the message.

For further insights into how to get the most out of Outlook, including numerous add‐on tools, that extend Outlook’s capabilities, view David Ringstrom’s free on-demand webcast, Outlook Secrets for CPAs.

Outlook Secrets for CPAs

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by Sue Anderson - Based on 30 years of experience in continuing education for accountants. Currently program director for online CPE provider, CPE Link. Formerly with the California CPA Education Foundation managing key operational areas including marketing, program development, and distance learning.

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