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paul-otto
Level 1

Can QuickBooks automatically e mail a Thankyou e mail to customers when funds are deposited?

 
2 Comments
AlcaeusF
Moderator

Can QuickBooks automatically e mail a Thankyou e mail to customers when funds are deposited?

Hello @paul-otto,

 

Thank you for posting here in the Community. I can share some clarification about about sending an email in QuickBooks Online.

 

Currently, an option or ability to automatically send a thank you email is unavailable. As a workaround, you can manually send an email for the payment in QuickBooks.

 

Here's how:

 

  1. On the left panel, click Sales.
  2. Search for the payment.
  3. Open the transaction.
  4. Press Save and send at the bottom-right corner.
  5. Fill in the necessary information.
  6. Hit Send and close

 

 

 

 

Please know that I appreciate your input on this feature. We always improve the product, and this preference might be available in the future.

 

I've also attached an article you can use to learn more about sending sales transactions via email in QuickBooks: Email and customize sales form.

 

Please let me know if you need anything else. The Community and I will be here to help you.

vpcontroller
Level 11

Can QuickBooks automatically e mail a Thankyou e mail to customers when funds are deposited?

"Can QuickBooks automatically e mail a Thankyou e mail to customers when funds are deposited?"

 

@paul-otto 

Such an option feature is currently only available in QuickBooks Advanced plan.

 

Advanced_Workflows_PaymentReceived.PNG

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