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Level 2

Email STATEMENTS to multiple customers at once

The following help article describes the process of generating statements, but does not describe what exactly occurs when EMAIL is the selected delivery method.

https://quickbooks.intuit.com/community/Income-and-expenses/Create-a-billing-statement/m-p/203693

 

Are there more steps, or a preview? Does it immediately process and send the messages, or are they queued up the way invoices work with email later selected?

 

What happens if there's no email address on 1 of the 100 statements. Does it kill the whole process, or bypass that 1, and if so, do you receive any notification about who's statement didn't send?

 

In my case, using Outlook desktop for emailing from QB desktop 2018.

Solved
Best answer January 25, 2019

Best Answers
Highlighted
QuickBooks Team

Email STATEMENTS to multiple customers at once

Hello sevans,

 

Before sending your statements, you’ll see the Send Forms window. In this window, you can review the statements you want to send and change your email template or message. Once you’re ready, you can click the Send Now button.

 

If there is any missing information, like an email address, a dialog box will pop up. You’ll need to supply the correct information before you can proceed. The entire email process will be canceled if you click on the Cancel button.

 

I've attached a few screenshots of how it looks like.

 

Let me know if you have other questions.

View solution in original post

9 Comments 9
Highlighted
QuickBooks Team

Email STATEMENTS to multiple customers at once

Hello sevans,

 

Before sending your statements, you’ll see the Send Forms window. In this window, you can review the statements you want to send and change your email template or message. Once you’re ready, you can click the Send Now button.

 

If there is any missing information, like an email address, a dialog box will pop up. You’ll need to supply the correct information before you can proceed. The entire email process will be canceled if you click on the Cancel button.

 

I've attached a few screenshots of how it looks like.

 

Let me know if you have other questions.

View solution in original post

Highlighted
Level 1

Email STATEMENTS to multiple customers at once

When we get that pop up on Missing information or Email and cancel the job and this happens a lot when new customers are added usually and our employee forgets to add email address. This popup message on missing email address may happen 3 or 4 times per batch. We get the pop up saying no statements were emailed and yet our customers email me back and wonder why they are getting multiple statements!  So even though it says no statements were emailed it seems they are being sent?

Highlighted
QuickBooks Team

Email STATEMENTS to multiple customers at once

Let's perform some steps to resolve this, dmlutz.

 

Before doing so, here are the few possible reasons as to why you've encountered this issue. 

  1. The email preference is set up incorrectly.
  2. A damaged QuickBooks installation.
  3. Domain admin was blocked.
  4. Account security settings from your email provider.

To resolve this, let's make sure that your QuickBooks is updated to the latest release. Then, verify the settings in your Preferences menu to see if the information was correct. Also, you'll have to verify if your email is set up correctly.

 

Here are the steps: 

  1. Go to Edit and select Preferences.
  2. Click Send Forms in the Preference page.
  3. Select the My Preferences tab.
  4. In the Send E-mail Using area, you get an option to choose what email setup you'd like.
  5. Choose Web Mail.
  6. Click Add.
  7. Enter Email Id and Email Provider.
  8. Enter SMTP Server Details, and click OK.

Once done, you can perform the task again in sending email statements to your customer. 

 

I've also included a helpful article in setting up email service.

 

You can get back to the Community space if you need more help. Have a blissful day!

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Level 1

Email STATEMENTS to multiple customers at once

Hi So how do I setup statements to go out at the beginning of every month to customers automatically.

Highlighted
QuickBooks Team

Email STATEMENTS to multiple customers at once

Welcome to this thread, @landpsi. The option to send the customer statements automatically is currently unavailable in QB Desktop.

 

I can feel your needs about how this feature would be useful for your business. I'd suggest you visit  our QuickBooks blogs  and keep posted with what's new and what's coming. It's where you can also see all updates about the available and improved products, services, and technology in QB Desktop.

 

Feel free to write again for your other concerns. We're always here to help.

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Level 1

Email STATEMENTS to multiple customers at once

To: Quickbooks Support Team - the email preview window where you are able to edit your email language shows multiple statements in the file preview window for the 14 customers I want to email their statement to.  Does the email going out to customers only send their PDF Statement (one page), or do all 14 pages go out to each customer?  I don't want other customers seeing each others' statements.

Highlighted
QuickBooks Team

Email STATEMENTS to multiple customers at once

Hi there, @lisapell2000.

 

You'll want to select the specific statement for that customer. This way, you'll avoid sending a statement from your other customers.

 

I've added a screenshot for your reference. 2.PNG

 

You might also want to check this article for future reference: Create custom email templates in QuickBooks Desktop. This provides detailed information in customizing your email templates.

 

Let me know in there's anything else you need help with. We'll be around to back you. Stay safe and healthy.

Highlighted
Level 1

Email STATEMENTS to multiple customers at once

That actually was not my question.  But I ran a test to make sure that, while the preview was showing multiple statements, that the customer was only receiving their statement in the email.  And after testing, I was able to confirm that they only receive their statement, not how it shows in the preview window where they are all combined.

Highlighted
Moderator

Email STATEMENTS to multiple customers at once

Hello again, @lisapell2000.

 

Thanks for keeping us posted. I'm glad to know your issue got resolved. I appreciate you for providing the details on how you're able to fix your email question. This would help other users who might experiencing the same situation.

 

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference.

 

If you have any follow up questions, please let me know. I'm here for you. Have a great day!

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