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dannie.cade
Level 1

I would like to send a product update/friendly greeting email without invoicing or anything like that as a batch to all of my customers at once....how do I do that?

 
3 Comments 3
AddieC
QuickBooks Team

I would like to send a product update/friendly greeting email without invoicing or anything like that as a batch to all of my customers at once....how do I do that?

Hi there,

 

QuickBooks Online helps make your life easier, by allowing you to email invoices and estimates to your customers directly through the program. I can see how it would be helpful to have the option to send other types of emails from QuickBooks Online.

 

At this time, the option to send emails without transactions included in them isn't an option that's been implemented in the program. If you'd like to send your customers update emails or friendly greetings, this will have to be done through your email provider (i.e. Gmail, Outlook, iCloud, etc.). You can create a customer email list by referring to your customer details in QuickBooks Online. 

 

To retrieve your customer information from QuickBooks, follow these steps: 

 

1. Click the Reports tab on the left menu. 

2. Search for Customer Contact List Report

 

This will generate a report of all your customers and their emails. 

 

I think this is a great suggestion, and I'd be happy to provide this feedback to our product development team. We're always looking for new ways to improve our products. You can submit feedback on your end as well, by clicking the Gear icon > Feedback

 

If you have any other questions, please don't hesitate to ask. 


Cheers. 

RAS Attitudes
Level 1

I would like to send a product update/friendly greeting email without invoicing or anything like that as a batch to all of my customers at once....how do I do that?

Attitudes by Angie is a seasonal retailer with virtually all sales in March, April and May. we would like to send an email to all customers that have provided emails in the past. Attitudes by Angie does not use Quick Books. Can you help? Is there an automated way to do this? Is there a manual process where I can retrieve emails addresses from previous years?

JamesM
QuickBooks Team

I would like to send a product update/friendly greeting email without invoicing or anything like that as a batch to all of my customers at once....how do I do that?

I want to make sure you get the support you need with this. I recommend contacting our support team using this link here. One of our agents will be happy to look into your account and give you the assistance you need. 

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