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Level 1

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

 
4 Comments
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QuickBooks Team

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. For first times, you'll be asked to if you want to use your Google email or Microsoft email. These are the supported providers at the moment.

 

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.

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Level 1

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

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

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Level 1

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

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? 

Highlighted
QuickBooks Team

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

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.

 

OutlookQBO1.PNG


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. 

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