Hi, is there a way i can send out a generic email from quickbooks to all my clients? cheers and stay safe :)

Hi MichelleWilson1, 

Thank you for reaching out. 

All email sent from QuickBooks Online would be from a generic QuickBooks Online email. However, if you clients click "Reply" on the email, they will be able to see the email address you entered in "Accounts and Settings" in QuickBooks Online as the recipient. 

Hope this helps, and please let us know if you have other questions. Thank you. 

Stay safe :) 

So.. to reiterate the question

HOW do we send a generic email to all our clients using QBO

Hi EcoWSPC, 

Apologies for the misunderstanding. This can be done from your Customers list: 

• Select the Customers you wish to email using the Tick Boxes 
• Select Batch Actions and Email 
• From here you will be able to enter your Text and Send 

Please let me know if you have any other questions. 

Thanks,

Rebecca 

Wonderful!!  Thank you very much for your clear and concise answer!

I will put it to action now =)

Hello,

I am trying to send a batch email using this method. However when I click on batch actions then email it opens a new tab with the customer email in the url rather than opening an email form for me to fill out. Do I need to change a setting? 

thank you

Hello Owen231,

Thanks for posting in the Community!

At the moment, those are the options available when sending bulk Email in the Customers tab. After clicking Batch Actions, and Email this will open an option for you to select how you want to send the email to your customers at once.

By design, the default email message in QuickBooks Online can be found under your Company Settings. You can check the Messages section and edit the information. 

1. Click on the Gear Icon.
2. Click on Account & Settings.
3. Click on Sales tab.
4. Click on Messages.
5. Look for Default email message sent with sales forms and you can edit the information.
6. Click on Save.

Furthermore, you can also send a reminder message to your customers under the same page and select Reminders. Here's how you can send a reminder message.

Feel free to reply to this thread if you need more help with QuickBooks. We're always around to help you.

This thread does not appear to be answering the question.

Previously I have been able to select multiple customers by checking the box, then open batch actions and select email and it would open my company gmail account, where I could create the draft for sending.
For some reason this has stopped working?! I presume it has something to do with an update in QBO, Google or Windows 10. Please help me to reset this so that I can communicate effectively with my customer base.

Hello PeteBMusic,

After clicking on Email using the Batch actions, there should be a small pop-up box for you to choose how to send the email when you try to send a generic email in the Customer list of QuickBooks Online.

1. Click on the Sales tab.
2. Click on the Customers tab, and select the customer's name you wanted to send the email to.
3. Click on the Batch actions button, and choose Email.
4. A pop-up box or screen will show for you to select where you wanted to send the email from.

You'll need to have Outlook installed and set as the default email service on your computer. 

Furthermore, I'd recommend checking your Company settings to see your default Email message for invoices and other sales forms through:

1. Click the Gear Icon.
2. Click on the Company settings.
3. Click on the Sales tab.
4. Under the Messages field, you'll see the default email message sent to your customers.

If you're not seeing the option, please try to use a different browser or use a new incognito window and access your account to attempt to send the email. Also, I'd recommend reaching out to our Customer Care Team if you need more help.

Feel free to reach out to the Community if you need more help with sending invoices in QuickBooks Online. I'll be around to assist you. Enjoy the rest of the day!