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Community Contributor *

Emailing files or PDF's to multiple customers

Hello

Using Desktop Enterprise hosted by Right Networks. I would like to email files or attachments to all or multiple customers and can't seem to find a way. Is this possible? Right now we are trying to email all customers a new W9 and would like to attach it to the monthly statements. I can't imagine copy and pasting hundreds of emails or emailing one at a time but it seems like the only way to do this is to go into Send Forms and attach the PDF to every email one at a time.

Thanks for any help.

 

3 Comments
QuickBooks Team

Re: Emailing files or PDF's to multiple customers

Hi @carkeys,

 

I can help you out on how you can email files or PDFs to multiple customers.

 

You're right in saying that this can be done in the Send Forms page. Instead of attaching the W9 form and sending it one at a time, you can add multiple email addresses to the To field. Remember to add a semicolon after each email as a separator, and no spaces are required.

 

More details on how you can send forms by batch in QuickBooks Desktop are in the link I provided. You can find instructions on how you can do this for most sales and purchasing forms, as well as statements.

 

Know that you're always welcome to post a comment below if you have any other questions in mind. I'll be sure to get back to you.

Community Contributor *

Re: Emailing files or PDF's to multiple customers

Thanks for the reply. Just to make sure I understand. Are you saying send one email with file attachment to all my customers by putting all their emails in the To or CC box? If so, I would have to go copy each email address then go into Send Forms and paste each one separately? I think it would be easier to just copy the file then go down each email and paste attachment. I'm pretty sure that the link you gave is showing us how to email multiple Quickbooks forms not file attachments. Sorry but if I am misunderstanding can you explain the exact steps?

Thanks 

QuickBooks Team

Re: Emailing files or PDF's to multiple customers

Thanks for getting back to us in the Community, @carkeys.

 

That's right. You can send one email with file attachment to all your customers by putting semi colon under To or by adding multiple emails in the CC field. See the steps below on how.

 

  1. Go to the File menu, then select Send Forms…
  2. Review the forms in the list.
  3. Add multiple emails in the TO or you can use CC.
  4. Under Pin icon you can paste the attachment file.
  5. If you don’t want to send a particular form, select the checkmark next to it.
  6. Select Send Now.

 

SEND FORMS TO MUTLIPLE CUSTOMERS.PNG

 

This will get you on the right track. I believe that you'll be able to emailing files to multiple customers.

 

For more detailed steps and information about sending forms in multiple customers in QuickBooks Desktop: Send Forms by Batch.

 

You can always get back to us here in the Community if you have other questions. We are always here to back you up. Have a good one!