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How to send letter template to all customer by email ?

Hi Quickbook Community Team 


We are using Quick Book enterprises desktop, We are facing issue that, we unable to send cover letter or collection letter, Employee letter through email .


Kindly advise with us more details 



1 Comment 1

How to send letter template to all customer by email ?

Hello and welcome to the Community space, it.


Let me share some ideas about sending a Prepare Letter to multiple customers in Quickbooks Enterprise.

QuickBooks will only prepare a letter and automatically download it to MS word or create a new one to enter information from scratch. However, emailing the letter directly through QuickBooks is unavailable.


We can save the file manually to our folder and use our personal email or any available one that we're comfortable to use in forwarding the letter to our customers. Then, attach the file to our email and manually send it to them. You may want to check our blog website in your spare time so you'll be updated with the latest releases features and review if sending a letter template is part of the update. 


To create a customer letter, we can go directly to the Customer Center. Then, select Prepare Customer Letters by clicking the Word drop-down arrow.


Here's a sample screenshot for additional reference:



If you want to twist in tracking the customer or sales report, you can always check this article: Customize customer, job, and sales reports in QuickBooks Desktop


Let me know if you have other questions about QuickBooks Desktop Enterprise. Have a good one. Take care and stay safe!

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