This was posted by Tanya:
I have created a workaround with in QuickBooks desktop that has worked for my company what you do is go into edit send preferences click on statement create a new statement template and make that the letter that I want to send all my customers I save it and make it my default template then I go into customers create a statement and I put the date as today’s date on the statement date and the beginning and end date so that it really generates a nil statement and then I go through I click all of the customers I want to send my letter to and then I click on email and then it brings the box to send your form and I click send form it isn’t ideal as it attaches A blank statement but it allows me to send the same letter to multiple customers very easily hope this helps the rest of you out !
Remember this is for QuickBooks desktop versions!
This works until QuickBooks can come up with a fix
Thanks Laura, I'm new to QuickBooks forum but have been a customer of intuit since its inception. We are a small business with about 20 employees. From the days of floppy disks, CD's, to downloading the program, and now having it upgraded on a yearly bases. Its All about the making a profit and cash and I understand this.
QuickBooks is a great program! I have tried others back in the day but QuickBooks prevailed!
This will be my 27th or 28th year using the Intuit products. It has definitely been a pleasant upgrade through the years, and I only hope they will not be doing away with the desktop version as I only support this type.
The email issue should be addressed as myself would like to send out mass emailing's to our customer base for various reasons.
Thanks again for your support and hopefully QuickBooks can add this feature in the near future.
Thanks for doing QB's job for them.
We are similar to the Poolman in that we have been Intuit customers from the beginning and use the desktop version.
We use Constant Contact and Mailchimp for email marketing and I don't believe there is an easy way to seamlessly transfer our QB customer data into these programs. If there is, I would love to know, because I've not had any luck getting the information from QB.
I understand we are small fish in a very big pond and I'm afraid we will eventually have to start using the QB Online tool. Any input into this transition would be appreciated.
Regards - Marty
I want to mass email my clients and vendors. I did look up customers and clicked the box to select all, then clicked batch and clicked email. Nothing happened. When do I create the email to mass email? Confused.
THANK YOU TANYA---JHC!!!! I did what you suggested on your 3/11/19 post but put a slightly different spin on it…
I wanted to send a letter to our customers on our COVID-19 procedures and I ‘m tried of paying for Constant Contact that I only use 2-3 times a year at best.
I went into statement templates as was suggested and duplicated our regular statement template and renamed the duplicate MARCH LETTER TO CUSTOMERS.
Then I went to ADDITIONAL CUSTOMIZATION and unchecked everything on the header tab except Default title, date and Bill To. I unchecked everything in the COLUMN Tab and Footer Tabs. Then I went to LAYOUT DESIGNER and changed the word STATEMENT to Customer Letter. What remained was my logo, company name, address and Phone number as well as the BILL TO info area for each customer. I then went to the top of the screen and selected ADD TEXT BOX. For my letter I had seven (7) of those as the text field not only limits you in the amount of words allowed per bx but you cannot select individual words or phrases to be in BOLD or Italics within the body of the text unless everything in that text box is to be in that format also. I then cut and pasted each paragraph of my already prepared letter from Word into the Layout designer, making sure to change the font, I decided to Left align the paragraphs, and unchecked the borders that were defaulted for each paragraph.
Doing it this way there is no “nil Statement” to worry about, just the created letter. YAY!!!
THANKS AGAIN! I love this! Good Buy Constant Contact!!!!!!!!
Making a new statement template is by far the best thing to use..... I have created the letter for response to the COVID19 procedures as well and other letters we send to out customers and saved them as additional templates...
Thanks for sharing!!
If the solutions in this post aren't working for you, I'd really like to take a closer look at your account. Please reach out to one of our awesome agents for some real-time assistance. Our agents are great help in these situations and can use screen share sessions and other tools to help resolve your issues. They'll be able to really investigate this to find out exactly what's causing this. You can contact them here: intuit.me/cachat
Don't be afraid to get in touch! I'm confident we'll get this sorted out in no time.
QB 2018 Edition:
In the Customer screen, there's a Word menu toward the top of the screen. Select 'Prepare Customer Letters'. From there you can select the customers you want to send to, use a QB letter or create your own.
Definitely not solved! The intuit online program has no way of loading an email into another tab with the gmail app. If you are having difficulties with 3rd party email programs at least give us the ability to copy and paste into an email such as gmail. Having to export and then send to a third party program such as excel is not acceptable! Much to hard for the average user. Thanks.
I took your idea and made a few changes. This is really simple, and QuickBooks already has the functionality, there just is no standard template ready to go. I created a new Statement template and renamed it "Notification". You can delete ALL of the text boxes and data fields, except for the customer name and contact info. I created a new Word document that was a form to be filled in, but it could be a memo or explanation or whatever you want to communicate. I imported this document into the statement template. Then, you can create a new emai message to go with this template. When you are ready to send out this "Statement", be sure to include all customers, even those with no balance. Generate all of these new 'sttements' and click the "email' button and you can send this to all of your customers. QuickBooks - if you are reading this, please go ahead and set up a blank template in the Statement templates and give instructions on how to create your own letter/form/document that you can email to customers. In fact, you should provide new customers who are moving to an Online Payment process a template that they can email to all their customers to let them know, and also to generate a form to set up recurring payments.