I want to create a list with email addresses for a specific product/services

Raincheck · ‎September 02, 2020

I'm looking to make a list to export contacts into Active Campaign, so I need a list of customer email address, but I want to do it for a specific product/service that I offer instead of every email for every customer.

JamesM · ‎September 02, 2020

Hi Raincheck,

I'm happy you're taking advantage of the powerful features offered in QuickBooks. Our tool and resources help save time while you get ahead with your work. I'd be happy to share more information on this.

At this time, there isn't a way to export email addresses for a specific product/service. You'll have to export email addresses using the steps below:

On the left panel, click Reports.
Type Customer Contact List in the search box.
Click the Customize button located in the upper right-hand corner.
Under Rows/Columns, click the Change Columns link.
Put a check mark on the Customer and Email box.
Click Run Report.
Click the Export icon next to print and manipulate them there.

I know how useful this would be to your business and I encourage you to send feedback about this to our engineers. You can send feedback directly to our engineers by clicking the Gear icon and looking for Feedback. New features to the program are greatly influenced by users like you.

In case you have other questions, feel free to contact our support team using this link here. Otherwise, enjoy the rest of your week! :)

View solution in original post

JamesM · ‎September 02, 2020

Hi Raincheck,

I'm happy you're taking advantage of the powerful features offered in QuickBooks. Our tool and resources help save time while you get ahead with your work. I'd be happy to share more information on this.

At this time, there isn't a way to export email addresses for a specific product/service. You'll have to export email addresses using the steps below:

On the left panel, click Reports.
Type Customer Contact List in the search box.
Click the Customize button located in the upper right-hand corner.
Under Rows/Columns, click the Change Columns link.
Put a check mark on the Customer and Email box.
Click Run Report.
Click the Export icon next to print and manipulate them there.

I know how useful this would be to your business and I encourage you to send feedback about this to our engineers. You can send feedback directly to our engineers by clicking the Gear icon and looking for Feedback. New features to the program are greatly influenced by users like you.

In case you have other questions, feel free to contact our support team using this link here. Otherwise, enjoy the rest of your week! :)

shirret · ‎August 29, 2023

I am working in QuickBooks Desktop for Mac. I need to make a csv to do an EBlast, with two things - Customer and Email. Per your instructions to go to Customer Contact list, there is no Customize button on the upper Right of the window. Please give me the work-around.

Alternately, if I go to Customer Contact List and to Filters in the top header, and the window headed Filters comes up, and I click Customer and Email, nothing happens.

Please advise. I just spent 4 days (3,000 names) moving all the emails into the Emails window of all my customer contacts in order to do my EBlast. It never occurred to me that Quickbooks would not have a mail merge for emails.

shirret · ‎August 29, 2023

3rd alternative- Reports > Customer Contact List > Filters > in the Report Filters window, I click the box Customer and the box Email, I fill in the blank next to Email because it won't work if I leave it blank, so I write, just like the window above: All customers/jobs. I click Apply, I go to top > File > Save Report as Text - I still get - nothing.

Maybelle_S · ‎August 29, 2023

Let's ensure you can create a CSV file for an EBlast, shirret.

Currently, QuickBooks Desktop for Mac (QBDT) doesn't have a built-in feature for directly creating email lists for specific products or services. Alternatively, you can manually export the necessary information from QuickBooks and then use it to make your email list.

Here's how:

Go to the Customers menu and then Customer Center.
Select the appropriate customer list.

I can see the importance of having this option for your business. With that, I suggest sending feedback to our product developers so they can review it and might consider adding this in our future updates. Please refer to the steps below:

Go to the Help option, then select the Send Feedback Online option.
Select the Product Suggestion option.
Type in your feedback suggestion.
Click the Send Feedback button.

Let me know in the comment below if you have other concerns or follow-up inquiries about managing your account. I'm just around to help. Take care!

shirret · ‎August 29, 2023

Randomly I found a good YouTube and her method works! https://www.youtube.com/watch?v=qpeAwr8DwUU

Topics

Training

Community

Resources

I want to create a list with email addresses for a specific product/services