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Level 1

How do I send a batch email letter to all my customers?

I can't seem to find this answer.  There has to be a simple way to email a letter that I've written to all of my customers.

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Best answer December 10, 2018

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Level 1

How do I send a batch email letter to all my customers?

Actually, I just found the way to do it in PRO 2018: Customer Center > Word > Prepare Collection Letter..then it will guide you through the process.

View solution in original post

11 Comments
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Level 3

How do I send a batch email letter to all my customers?

There is no way directly from QB's that I know of. But you can open your customer center, and at the top click the Excel tab, and export the customer list to excel. Then in excel, you can sort the email column alphabetically, and then select all the email addresses, hit Ctrl C to copy them, then open your started email, and past these addresses in the BCC field.

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Level 1

How do I send a batch email letter to all my customers?

Thank you for your help.  You would think that QB would fix a major problem like this.  What a hassle
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Level 3

How do I send a batch email letter to all my customers?

Ya, you would think it wouldn't be hard for them to implement! The best we can do is go to Help menu, send feedback online!!
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Level 1

How do I send a batch email letter to all my customers?

Go ahead and send feedback.  Maybe in two or three years they will get around to it.
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Level 1

How do I send a batch email letter to all my customers?

The old versions had a feature to send out batch email reminders to customers for overdue invoices.  Why don't they have it in the new version?
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Level 10

How do I send a batch email letter to all my customers?

If you can't do this in QuickBooks Desktop, you can convert to QuickBooks Online where you can
Highlighted
Level 1

How do I send a batch email letter to all my customers?

Actually, I just found the way to do it in PRO 2018: Customer Center > Word > Prepare Collection Letter..then it will guide you through the process.

View solution in original post

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Level 3

How do I send a batch email letter to all my customers?

no one should ever ever ever ever convert to qbo from desktop.  

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QuickBooks Team

How do I send a batch email letter to all my customers?

This is not something that we want you to experience, @MargauxInDenver.

 

That being said, did you encounter any error with converting your QuickBooks Desktop company into QuickBooks Online? This is for me to provide you with an accurate resolution.

 

In the meantime, you can read through these articles for the step-by-step process: Move your QuickBooks Desktop file to QuickBooks Online.

 

You can always visit the Community site if you have other concerns, or if there’s anything else you need. I'm always here to help. Wishing you the best.

Highlighted
Level 1

How do I send a batch email letter to all my customers?

I am attempting to email all of my customers using the Bath action on the Customers tab and it fails whenever I select more than 1 customer to email.  Any ideas?  I am using QBO if that matters.

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QuickBooks Team

How do I send a batch email letter to all my customers?

Hello, ohmannequin. 

 

I have an idea on how to fix the Batch action feature so you can email all of your customers again. 

 

Before anything else, did you encounter a specific error message when using the Batch action function?  More details would help. 

 

This might be a cache-related issue. This can cause buttons, features, and other webpage content to stop working when it's corrupted or full. To confirm this, use a private or incognito window. Access it using these keyboard shortcuts for each browser:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P

From there, log in to your QBO company as you normally would. Then, use the Batch action feature and email your customers again. If it works properly, close the private window and go back to your regular browser. Clear its cache afterwards. Don't forget to close and reopen it to complete the process. 

 

Another alternative is to use another supported browser to batch email your customers. 

 

If you're using the QuickBooks Online Windows app, click the Help menu then select Reset App Data

 

ResetAppData1.png

 

After fixing the issue, feel free to visit our articles if you need help with other processes. They contain guides and important information for specific tasks. Click here to go to our topics overview page. 

 

I'm happy to help again if you have other concerns with QuickBooks Online. Just post your reply, or create a new thread and I'll get back to you as soon as possible. 

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