Microsoft Outlook: Two Outlook quick tips

By J. Carlton Collins, CPA

Paste to forward. To forward information slightly more quickly (e.g., when sending hotel or airline reservations to a colleague), copy the hotel or airline reservation from the reservation confirmation webpage, toggle to Outlook, and then press Ctrl+V to automatically create a new email containing that copied information, as suggested in the screenshots below.

techqa3

Drag to save. To save an email as a file, with the email message open you can select File, Save As and then save the message as text, Outlook Message, Outlook Template, Unicode, HTML, or .mht file. However, it is faster to save emails as files simply by dragging them to your Desktop or Explorer window. This action automatically saves the email using the Outlook message format, with the email subject as the file name. 


About the author

J. Carlton Collins (carlton@ asaresearch.com) is a technology consultant, a CPE instructor, and a JofA contributing editor. Note: Instructions for Microsoft Office in “Technology Q&A” refer to the 2013, 2010, and 2007 versions, unless otherwise specified.

Submit a question

Do you have technology questions for this column? Or, after reading an answer, do you have a better solution? Send them to jofatech@aicpa.org. We regret being unable to individually answer all submitted questions.

SPONSORED REPORT

Get your clients ready for tax season

Upon its enactment in March, the American Rescue Plan Act (ARPA) introduced many new tax changes, some of which retroactively affected 2020 returns. Making the right moves now can help you mitigate any surprises heading into 2022.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.