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Send emails to clients in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Are you looking for an efficient way to keep your clients up to date on their tasks and send them (or request) important files? Sending emails to clients in Practice Manager is a great way to streamline communication and keep your clients informed.  

You can send two types of emails to your clients: automated and manual. These can be included as subtasks within a task

Tip: If you need to send a one-time email to a client, you can do this when you add a client task. This includes a chat functionality so that you can contact them directly. 

The the quickest way to create a new email from anywhere in Practice Manager:

  1. Select the + plus icon. 
  2. Select Send new email
  3. In the email, select the paperclip icon. This will allow you to select any file from your computer. 
  4. Once you locate the file, select Open and it will be added as an attachment to your email.
  5. If needed, enable secure attachments. Note, attachments that exceed 10MB in size are automatically secured.
  6. Select Send.

Attach files to an email

Sending files to clients via Practice Manager is a great way to help ensure that both you and your client have the documents they need.

  1. In the email, select the paperclip icon. This will allow you to select any file from your computer. 
  2. Once you locate the file, select Open and it will be added as an attachment to your email.
  3. If needed, enable secure attachments

All sent emails will appear in the client's Emails tab, in the Sent folder. 

If your client needs the passphrase to access secure files, that can be found here as well.

Here are a few others ways to send emails to clients in Practice Manager:

  1. Go to Email.
  2. Select the To do tab. 
  3. Select the New email icon. 
  4. In the email, select the paperclip icon. This will allow you to select any file from your computer. 
  5. Once you locate the file, select Open and it will be added as an attachment to your email.
  6. If needed, enable secure attachments
  7. Select Send.
  1. Go to Clients
  2. Select the client’s name to open their details. 
  3. Select the paper airplane icon to send a new email.

If you need to send an email to more than one client:

  1. Go to Clients
  2. You can select clients using checkboxes. Use the filter tool to show only a certain type of client. 
  3. Select Send new email
  4. In the email, select the paperclip icon. This will allow you to select any file from your computer. 
  5. Once you locate the file, select Open and it will be added as an attachment to your email.
  6. If needed, enable secure attachments
  7. Select Send

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

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