Send an email blast to all 600+ customers.

gwsw · ‎November 15, 2021

Is it possible in QB Accountant desktop to send an email to all my customers notifying them of upcoming tax deadlines and other tax information. I do use Outlook for my email server. Most other software I have found, such as Constant Contact, is designed more for high volume sales pitches. I simply want to send 7-10 emails a year to approximately 600+ clients. Does anyone know if QB can do this or is there a simpler and cheaper product out there? I see in different QB edition forums that some do it and others don't. I can't figure out how to do it an Accountant Desktop.

Thanks for any advice.

BigRedConsulting · ‎January 27, 2022

Not within QuickBooks, though you can use our BRC Excel Batch-Email Manager to do it:

- First export a Customer Contact report that includes the customers' email addresses to Excel.

- Then use the Batch-Email Manager to send customized email to each customer listed on the report.

For example you an write an email like:

Dear [First Name],

Here's the news of the day....

When you use fields from your report in brackets as above, then the value in the column of your report, like First Name, will appear in each customer's email.

You can create both text email or (if you want to be fancy) HTML email with various formatting and embedded images like your logo and signature. You can also add attachments to the email, perhaps a PDF newsletter or similar.

View solution in original post

MaryLandT · ‎November 15, 2021

You're unable to email tax deadlines and other tax information to multiple customers, gwsw.

You can set reminders for upcoming payroll taxes and liability payments on the client's account. That way, they can see the notification when they open their company file.

Let me show you how it's done.

Go to the Employee Center, then select the Payroll tab.
Proceed to the Pay Liabilities tab.
Check the liabilities you want to add reminders for (you can select multiple items).
Click the Set payment reminder drop-down, and then select Add Reminder to Calendar.
Select OK to add the displayed reminders to your calendar.
A list of calendar apps will be displayed, select the desired calendar app.
Edit the reminder notice as desired and click Save.

You can visit this link for additional information about the process: Set up and pay scheduled or custom (unscheduled) liabilities.

Also, QuickBooks lets you send payment reminders for invoices and statements. And, email sales forms to multiple recipients. However, this function is available only with Plus and Enterprise subscriptions.

Check out these articles to learn more about the process of setting them up.

Keep me posted if you need anything else about notifying customers of their upcoming tax deadlines and other tax information. I'm always right here to share some insights about it.

gwsw · ‎November 16, 2021

Thank you.

BigRedConsulting · ‎January 27, 2022

Not within QuickBooks, though you can use our BRC Excel Batch-Email Manager to do it:

- First export a Customer Contact report that includes the customers' email addresses to Excel.

- Then use the Batch-Email Manager to send customized email to each customer listed on the report.

For example you an write an email like:

Dear [First Name],

Here's the news of the day....

When you use fields from your report in brackets as above, then the value in the column of your report, like First Name, will appear in each customer's email.

You can create both text email or (if you want to be fancy) HTML email with various formatting and embedded images like your logo and signature. You can also add attachments to the email, perhaps a PDF newsletter or similar.

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Send an email blast to all 600+ customers.