Need to email a letter to all my clients, how can i do that without emailing it individually

I got a good news for you, cesarociel!

QuickBooks has an option to send email to customers in batch. I'll be glad to show you how.

1. Go to Sales and select the Customers tab.
2. Select the customers that you want to send email to.
3. Click Batch Actions,
4. Select Email, and you'll be asked to choose an email service.

Please note that any replies from your customer will directly go to your email.

If there's anything that I can help, feel free to go back to this thread.

How do I change the email provider so it defaults to my Outlook and not the mail app?

When I click on Email in Batch Actions, how do i change the email provider to my Outlook instead of defaulting to the Mail app? 

Hello, Tina. 

I have a couple of solutions we can do to help you change the email provider to Outlook. 

When you hit the Email button, there will be an "open with" window that will pop-up where you can select an email provider. Did that appear in your end? If not, you'll want to enable the pop-ups in your browser. 

This article has the steps for each browser: Enable pop-up windows.

You can also try sending an email through a private or incognito browser. This might have something to do with the cache or the cookies (website user preferences). Here are the shortcut keys: 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Internet Explorer: Ctrl + Shift + P
• Safari: Command + Shift + N

When you've successfully set Outlook as the default mail provider, go back to your regular browser and clear its cache and cookies. Close your browser afterwards to complete the process.

Alternatively, try using another supported browser to set up Outlook and email your letters. 

When you're done, you can check out these topics to help you manage your sales and customers in QuickBooks Online: Sales and customers. 

I'm more than happy to help you if you have follow-up questions within the Customers section. I also welcome any other future questions you might have for QuickBooks Online. 

How do I change the default email from Outlook to Gmail?

Hi @estimate expiration reminder,

Changing the default email provider in QuickBooks from Outlook to Gmail is unavailable. For now, we may need to manually open and send emails using the email platform you wanted to use.

Saying you wanted to maximize the use of this feature, I recommend letting your voice be heard throughout the entire platform by sending your experience via feedback. I'll walk you through the steps to accomplish this.

1. Go to the Gear icon.
2. Under PROFILE, select Feedback.
3. Describe how you wish to change the email provider preference and how it is helping you work efficiently in QuickBooks.
4. Select Next.
5. Click Skip and send message.

I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

It'll always be my pleasure to help if you've got other questions aside from working with your company settings in QuickBooks. I'll be here to help.

Following the advice but when click on email screen refreshers.carnt write the email

Hello, Stevesmith. 

Have you tried opening your QuickBooks using a private window (Incognito)? If not, let's go ahead and open your QuickBooks using incognito. It is possibly a browser-related issue. Also, this session disables the corrupted cache in your browser and prevents unexpected QuickBooks Online behavior. 

Here's how:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P. 

If it works, you may want to clear the browsing history of your regular web browser. This will remove previously stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough. Another option is to use the browser health checkup tool to see if your browser is compatible.  

If the same thing happens, I suggest contacting our support team directly. They have the tools to further investigate and check your account in a safe environment, and they can help find the root cause of your issue and find a fix. 

Check out the Send multiple invoices in case you need this process. Also, you can send reminders to customers when their invoices are to be overdue. 

I hope this helps and resolves your issue. Keep me updated on if it works for you or if we need to do some additional digging. Have a fantastic day!

I want to know the same thing!

Thanks for joining in, @Denisewins.

The steps suggested by my peers in this thread are relevant to your email customer concern.

If you're trying to send emails to customer in bulk, you'll want to follow the steps shared by @JessT on sending emails to customers in batches. 

Here's how:

1. From your Sales menu, go to the Customers tab.
2. Choose the customers to whom you want to send emails, then click Batch Actions.
3. Click Email. 

If you have trouble with sending them like other users here, the steps to clear your cache shared by AileneA should resolve this issue. 

Otherwise, I'd recommend contacting our Customer Care team so we can take a closer look at the issue and help you fix it.

Feel free to message here again if you want to add more details of your concerns. We're always here to guide you all. 

How can I do this in Quickbooks desktop pro?

Hello Joelo,

Thank you for chiming in on the thread! If you want to send a single message to multiple recipients, this is only capable for Plus and Enterprise Subscriptions. However, if you are trying to send sales forms as a batch option, follow the steps below:

1. After you create a sales form, select Email later before you save it.
2. When you're ready to email the forms, select File, then Send Forms.
3. Review the list of forms to email. Remove the checkmark from any you don't want to send now.
4. A preview of the email shows within the send forms window. Feel free to select another template or edit the email text to your liking.
5. When you're ready, select Send Now. 
    

This article is an excellent resource for more information about emailing sale forms, invoices, and statements in QuickBooks Desktop. 

• Email sales forms, invoices, and statements in QuickBooks Desktop

If you have any other questions, please let me know! My team and I are here to help. Bye for now.