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lisasalexander
Level 1

Can I send a rate change letter to all my active clients within Quickbooks?

 
1 Comment 1
GenieBabe_L
QuickBooks Team

Can I send a rate change letter to all my active clients within Quickbooks?

Welcome to the Community, Lisa. Currently, QuickBooks Online (QBO) doesn't support sending rate change letters.

 

As a workaround, please manage these communications externally via email or mail.

 

For special pricing, you can use price rules to automate rate adjustments based on specific customers or dates. Visit this article for details: Set price rules in QBO.

 

Leave a comment below if you have any other questions.

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