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eddie-paterson
Level 4

How do I send an email to contacts in a customer list Ive created?

Ive created a list of contacts from QBO reports and I would now like to send them all an email with an attachment. Can I do this from QBO?
Solved
Best answer July 10, 2023

Accepted Solutions
emmam6
Moderator

How do I send an email to contacts in a customer list Ive created?

Hello Eddie-paterson, If you have the attachment in QuickBooks in the attachment section you can only add it to a transaction and send or download it and send. It would have to be attached to a sales receipt, invoice. journal entry etc in QuicBooks order to then send through QuickBooks to your customer's email.  If you wish to send the attachment only to your customer's email it would be a case of doing it manually outside of QuickBooks.

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1 REPLY 1
emmam6
Moderator

How do I send an email to contacts in a customer list Ive created?

Hello Eddie-paterson, If you have the attachment in QuickBooks in the attachment section you can only add it to a transaction and send or download it and send. It would have to be attached to a sales receipt, invoice. journal entry etc in QuicBooks order to then send through QuickBooks to your customer's email.  If you wish to send the attachment only to your customer's email it would be a case of doing it manually outside of QuickBooks.

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