You can send email to your customers by batch through the income tracker (for QuickBooks Desktop Canada). Here’s how:
Other option is, you’ll want to open each invoice involve in batch email then check the box to email later at the top. Once done, Go to File>Print forms >Invoice to email them by batch.
For QuickBooks Online, you can follow the steps below to send batch invoices:
Please let me know if you need anything else. I’ll be around to help.
That is great if you want to send invoices to all of your customers.
The question is how to just send an e-mail to all of your customers. Just an e-mail, like say for tenants in an apartment building to inform them of work being done.
A company name change is definitely important news you'll want to share with your customers!
Although you can email things such as sales forms and estimates to your customers directly from your QuickBooks account, other forms of email correspondence will need to be done outside of your account.
This would be a great addition to the program. I'd be happy to pass along your feedback to my team for review.
Let me know if you have any other questions.
In my opinion QuickBooks does not make it easy for anything and at least they could do it for the most basic items. Mass emailing customers … especially when we only have about 10 should be easy (the 10 customers is for an LLC).
I'm an IT person that works at a 500+ staff company as well; my point is I know how difficult this program is to use. Sure, some of it is necessary for accounting reasons, but otherwise they just need to give us the option. We don't use QuickBooks for the 500+ staff finance program BTW.
My version for an LLC is 2018 and yet no option like sending the same email to only about 10 customers. I don't understand this at all. So in this case, I just make it work by copying and pasting; I'd love to be able to just send email from the program. Why all the "hoops"? Who is designing this anyway?
Good luck! For some reason there is no way to do so. Others may defend them, but the methods in this case are convoluted. I should not need to create and export to then email our clients/staff.
Everyone, I'm not suggesting that a company use insecure methods to communicate with "customers", but it should be our decision and not QuickBooks Decision.
I'm an IT professional; I believe in following best practices regarding security, but this does not mean we just "lock it up" and even though the data is already in the system that I'm going to not allow customers (all of us) to use this easily if we have the security to do so.
What the heck? Is QuickBooks trying to run our business as well rather than enhance it?
For my use, I'll create a list of 10, but for others, I suggest you push QuickBooks to change this. It just isn't reasonable. Are you going to call the client/customer or send them a letter or a fax???? Times have changes and QuickBooks needs to do the same.
I strongly agree with laurenofis! I am an IT pro of 35 years and it does not seem right to limit those with the desktop version when the online version has this capability. Quickbooks team - please pass this comment on to management. Thanks.
Still not good enough and too many hoops to jump through.
As to Intuit removing any of my posts, I'm not bashing the product. I don't think any of you would see it that way. There just is no reason to make those who pay for the desktop version to jump through hoops to email their customers. Limit the number of customers if they like, but to not allow it at all is just not reasonable.
Communication with customers is the key to any business ... no matter the size. Sure I/we can get around it, but not without a bunch of hoops to jump through.
My question for you is, why don't you have it already? I'd like to know why it isn't already a feature. Seems like it should have been one of the first important features.
Cannot be done within QB Desktop. Intuit has decided to not provide this feature in the desktop version. I am guessing that they want everyone to go to the QBO (Quickbooks Online) version.
Same here laurenofis. I had one of my posts removed as well, but I have been an avid user of Quickbooks from when they first started the company. I had the original version 3 or 4 of Quickbooks. I guess that Intuit does not know how to take constructive criticism.
I've taken some time to read through this thread and would like to offer clarification for the points that have been brought up.
As an accounting software, neither QuickBooks Desktop nor QuickBooks Online have the option to send a general email out to customers letting them know things like company name changes or updates to work done. Emailing from the program revolves around transactions such as invoices, statements, pay stubs, and bill payment receipts. Even the steps outlined by other users for QuickBooks Online cover only batch sending transactions, not a general email.
I can absolutely appreciate how being able to tackle each of these things at once would be fabulous from a business management standpoint. Intuit appreciates every bit of feedback it receives, and for Desktop users, it's as easy as clicking Help in the top menu, then Send Feedback Online. Choose from one of the available options and let us know what you think. Many of the program's current features are available because of user feedback like that given in this thread.
It's not only product ideas that help us grow, however. It's also constructive criticism, which we welcome just as readily as feature suggestions. Posts and questions suddenly going missing from community can happen for a few reasons, including the original poster of the thread deleting their question, back-end reroute errors, and other such things. QuickBooks updated its community platform last year, so the links given by users above may have been URLs based on the old format. I'll bring this up to my team to make sure we're retrieving all community links in these instances.
I'm available if anyone has further questions or concerns. I'm here to make sure your voices are heard!
Thanks LauraAB for the detailed response. It is nice to know that someone is actually reading these comments from customers. I have two suggestions for you and will also submit them via the online feedback section of the website. One, for QB desktop to be able to email all customers in the email list with any message that they would like. Two, for QB desktop to be able to export the list of email addresses to a CSV file at the very least.
This way, at least we, as customers of Intuit, can reach our customers all at once.
Thank you for reaching out.
It's my pleasure! You definitely have great ideas and I'm happy to pass them on to my team. I've got a suggestion that could work for you for generating a customer email list from QuickBooks Desktop.
It may be something you've come across, but the Customer Contact List report is a good resource for seeing all of your customer's contact details in one place. The awesome thing about it too is you can customize the report to see only the details you want. For instance, if you want only to see the customer name and email, you can do that by going to Customize and selecting only the columns you want to see. When you run the report again, you'll see only those columns.
Reports can also be exported to Excel worksheets and you should be able to save it as your desired file type once open in Excel. Simply click Excel in the header of the report, then choose your worksheet option.
Take a look at this article and its related links to learn more about reports in QuickBooks Desktop: Understand reports
Let me know if you have questions about that. :)
LauraAB, thanks for the reply. I was able to create the Excel spreadsheet from the customized report and then to massage the list of email addresses and then copy and paste into an email list. It does work, but I am hoping for an easier way to do it out of QB Desktop in the future. But thanks for giving us at least some type of working solution. I do appreciate it!
You're very welcome! I'm glad to hear that this is a workable solution. I know an easier, click-of-a-button type option would be great, but at least this is something you can use in the meantime.
Feel free to stop by again, and I hope you have a great day!