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Everything you need to know about banking in QuickBooks Online - Discover more
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Is there a way to send out a email shot to all customers I have on QB?

QuickBooks Team
QuickBooks Team

Is there a way to send out a email shot to all customers I have on QB?

I know a way to send batch emails to all your customers in QuickBooks Online (QBO), skyprobetv.


Once you create your sales forms, we have the option to email or print them now or later. Also, we can email them in batches instead of one at a time. To send multiple invoices or sales receipts now, follow the steps below:


  1. Go to Bookkeeping, choose Transactions, then select All sales.
  2. Tap the checkboxes for the sales forms you want to email. You can also select the Filter ▼ dropdown menu to filter by transaction Type, Status, Date, or Customer.
  3. From the Batch actions ▼ dropdown menu, press Send transactions.


To email or print sales forms later, just mark them as you're working on them. This helps you find the form when you're ready to email or print. This option isn't available yet for the new estimate and invoice layout. You can check out this article for more details: Find out which layout you have. While you're working on a transaction form, choose one of the following options:


  • Choose Send later to email it later (if available).
  • Choose Print or Preview and then Print later to print it later (if available).


When finished, press Save and close to close the transaction (please don't select Save and send). After you’ve marked your forms to print or email, filter your sales list. Let me guide you on how:


  1. Go to Bookkeeping, select Transactions, then choose All sales.
  2. Select the Filter dropdown menu.
  3. From the Delivery method dropdown menu, click either Send later or Print later, then Apply.
  4. Choose the checkboxes for the sales forms you want to email or print. To mark them all, select the checkbox next to the DATE column.
  5. From the Batch actions ▼ dropdown menu, press Send transactions.


Once done, let's make sure you've emailed the form by following the steps below: 


  1. Go to Get paid & pay and select Customers (Take me there), or go to Sales.
  2. Select Customers (Take me there).
  3. Choose the customer you want to check.
  4. Select the sales form from the Transaction List.
  5. If you see the Last Delivery message, QuickBooks has sent the email.
  6. If you don't see the message, you still need to email the form.


Moreover, I have an article that will help you account for your customer's payments: Receive invoice payment.


Click the Reply button if you need more help managing your sales forms or have any QuickBooks-related concerns. Take care and have a pleasant day.

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