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.
Thanks for the feedback everyone. I'll make sure to forward this to the development team.
Feel free to reach out if you need help with anything else.