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?!

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…

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!

How can I do this in Quickbooks Desktop pro?

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!

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

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.

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

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.

I've have done as you suggest, but its a rubbish system. I've gone through page after page of customers, continually ticking boxes, not knowing that each time i move from page 3 to 4 to 5 etc, that it unclicks all the previous page!!! So I've gone to 300 customers per page and thought I'd do one page at a time, then bulk email, but no, that wont work as it seems to be too many customers and it wont launch  outlook?!?!?

So how many customers can I email from QB's at one time?

You can email up to 50 customers at a time from QuickBooks Online (QBO), Richard. This helps prevent overload and ensures that Outlook launches successfully.

If you're using QuickBooks Desktop (QBDT), the option to send customer emails is currently not available. However, you can use a third-party app that integrates with QBDT. You can visit the QuickBooks Apps site to find an app that meets your needs.

If it happens that you're a United Kingdom (UK) user of QBO, you can also send up to 50 emails at a time to your customers, just like in the US.

Regarding your second concern, please ensure that your QBO and Outlook are updated to the latest versions. Compatibility issues can cause problems with launching and functioning properly.

Moreover, you can open an incognito window in your browser to access the product with a clean slate. Depending on your browser, you can use the following shortcuts:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

If Outlook launches successfully, please return to your regular browser and clear the cache for a fresh start. Additionally, switching to other supported browsers could also be worth a shot. 

Furthermore, you can create custom templates for forms, such as invoices, to modify how they look and what information to include.

Keep in touch if you require further guidance about emailing customer transactions or statements in QuickBooks. The Community team is here to help whenever you need it. Stay safe.