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julie117
Level 1

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

 
Solved
Best answer August 31, 2020

Best Answers
Pabz_L
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hello there, @julie17.

 

You can customize and send an email to your customers in QuickBooks Online,

 

Here’s how.

 

  1. Click Sales on the left navigation panel.
  2. Select Customers at the top.
  3. Place a check-mark next to the customers that you need to email.
  4. Click the Batch actions drop-down and choose Email.

 

Please know that you will need to have Outlook installed and set as the default email service on your computer. 

 

You can also check out this article as future reference if you need to email and customize sales form: Customize sales form.

 

Let me know if you need further assistance. Have a nice day!

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10 Comments 10
Pabz_L
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hello there, @julie17.

 

You can customize and send an email to your customers in QuickBooks Online,

 

Here’s how.

 

  1. Click Sales on the left navigation panel.
  2. Select Customers at the top.
  3. Place a check-mark next to the customers that you need to email.
  4. Click the Batch actions drop-down and choose Email.

 

Please know that you will need to have Outlook installed and set as the default email service on your computer. 

 

You can also check out this article as future reference if you need to email and customize sales form: Customize sales form.

 

Let me know if you need further assistance. Have a nice day!

Hopesfall225
Level 1

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

How is this feature not built into the App for iOS?!

Hopesfall225
Level 1

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

How is this feature not built into the app? With the push to “Quickbooks Online” and the usage of apps, I would think something like this would be built in. I can’t even “select” multiple customers through the app…

AileneA
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hello, Hopesfall225. 

 

We understand that each business has unique needs, and each app has unique features. 

 

I recommend send this feature request to our product engineers so they'll consider adding this in the future. We take this as an opportunity for us to improve on how the program works. Please click the send feedback. In this way, we'll be able to count the number of users who need this feature.

 

Check out this article to learn more about the process of customizing sales forms in QuickBooks. Customize invoices, estimates, and sales receipts in QuickBooks Online.

  

Keep me posted if you need anything else about notifying customers of the changing rate in QuickBooks. I'm always right here to share some insights about it. Take care!

Joelo
Level 2

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

How can I do this in Quickbooks Desktop pro?

LeizylM
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hi there, Joelo. 

 

Allow me to hop in and share information about customizing emails to customers in QuickBooks Desktop (QBDT). 

 

Currently, the option to send an e-mail to customers letting them know the rate change is unavailable in QBDT. As a workaround, you can utilize a third party that integrates with QBDT. You can visit the QuickBooks Apps site and look for an app that meets your business needs.

 

I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:

 

  1. Go to Help at the top menu bar.
  2. Choose to Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your product request/product suggestion.
  5. Click Send Feedback tab.

 

You can check out this article to learn more about personalizing your emails to customers or vendors: Create custom email templates. 

 

I've also included a detailed resource about emailing sales forms which may come in handy moving forward: Email sales forms

 

Let me know if you have other follow-up questions besides customizing email in QuickBooks. I'm more than happy to help. Have a great day!

angel511
Level 1

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

I am really getting disappointed quickly in quickbooks desktop. It doesnt have all the bells and whistles it was supposed to have. We have premium plantium edition. I am having trouble getting the due date off my email when sending paid invoices from QB

MariaSoledadG
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hello there, Angel. 

 

Generally, you can set up the terms of your invoice in QuickBooks Desktop. May I know what specific issue you encountered when you said you were having trouble getting the due date of your email when sending invoices? This way, we'll be able to properly assist with your concern. 

 

A screenshot would also be very much appreciated so we'll be able to determine what causes the issue. Anyway, if you have any questions concerning invoices, or when emailing your customers paid invoice, let us know so we can get back to you as soon as possible.

angel511
Level 1

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

I have highlighted what I am talking about. For some reason I can find where to edit this part.

ArielI
QuickBooks Team

I would like to send an e-mail to all my customers letting them know of a rate change. Can I send a customized e-mail to every customer on my list at the same time?

Hello, @angel511.

 

I'd be glad to help you remove the due date of your invoice in QuickBooks Desktop (QBDT).

 

You'll want to uncheck the Print Status Stamp box to remove the due date on the emailed invoice.

 

Here's how:

  1. Open the invoice that you want to send.
  2. Click Formatting on the upper menu.
  3. Click Manage Template.
  4. Select the template.
  5. Click OK.
  6. Uncheck the Print Status Stamp box.

 

If in case you'll want to reset your email later settings, please check this article for the complete guide: Fix Email Templates Issue in QuickBooks.

 

If you have further questions about removing due date in your email, you can comment below, and we'll respond to you as soon as possible.

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