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VALLEYWINDOW
Level 1

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

 
8 Comments 8
Rejeil_O
QuickBooks Team

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

Thank you for posting in Community @VALLEYWINDOW,

 

For sending email to your customers, you can follow these steps:

  1. Go to the File menu.
  2. Choose Send Forms.
  3. Using the checkbox, select all the forms you want to send.
  4. Click Send Now.

For more details, you can visit this article link: Email sales forms in QuickBooks Desktop.

 

In case you need help customizing your template, refer to this link: Create custom email templates in QuickBooks Desktop.

 

If you have additional questions, feel free to leave a comment below. I'd be happier to help.

 

VALLEYWINDOW
Level 1

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

Thank you.  Bit i was looking to send an email boat straight from quick books....not a specific form.  But thanks. 

VALLEYWINDOW
Level 1

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

I was looking to send a general email to my customers,,,,not a specific form.  Thank you 

JoesemM
Moderator

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

Thank you for the clarification, @VALLEYWINDOW.

 

Let me walk you through the steps on where to send a general email to your customer. then it will be sent out to your customer's email

 

  1. Click the Edit menu in the upper left corner.
  2. Click Preferences.
  3. Select General then My Preferences.
  4. Put a checkmark in the box you're referred to.
  5. Then hit OK.

 

Also you can send a message manually and gather email addresses of your customers by exporting the report. 

 

  1. Go to the Reports tab.
  2. Select Customers and Receivables.
  3. Choose Customer Contact List.
  4. Click Customize Report to modify the report you need.
  5. Hit OK.

 

You'll also want to check this article if you have not set up email service. Once done, try to send an email again. 

 

If you have any other QuickBooks concerns in the future, you can also read our help articles: Help articles for QuickBooks Desktop.

 

We are always here to help you if you have other concerns. Take care always and be safe.

VALLEYWINDOW
Level 1

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

That is just to send forms, but i am looking to send a mass general email 


@Rejeil_O wrote:

Thank you for posting in Community @VALLEYWINDOW,

 

For sending email to your customers, you can follow these steps:

  1. Go to the File menu.
  2. Choose Send Forms.
  3. Using the checkbox, select all the forms you want to send.
  4. Click Send Now.

For more details, you can visit this article link: Email sales forms in QuickBooks Desktop.

 

In case you need help customizing your template, refer to this link: Create custom email templates in QuickBooks Desktop.

 

If you have additional questions, feel free to leave a comment below. I'd be happier to help.

 


 

BettyJaneB
QuickBooks Team

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

Hello there, @VALLEYWINDOW.

 

I've got some information to share regarding sending mass email to customers in QuickBooks Desktop.

 

If you're referring to sending customers transactions in batch, selecting all the forms that you want to send from the Send Forms window will do the trick.

 

However, if you mean to send a personal announcement to all your customers in QuickBooks Desktop, this option is currently unavailable. The system only allow you to send customer-related entries (invoice, sales receipt, statements).

 

To accomplish this goal, you'll need send the email outside QuickBooks and enter all your customer's email addresses as the recipients. You may follow the instructions given by my peer, Joesem M above on how to gather their email addresses from QBDT.

 

I can see how convenient it would be to send personal email to your customers straight from QuickBooks Desktop. I'll do my part and personally submit this preference to our developers, so this will be assessed and taken into consideration.

 

For now, I encourage you to visit our Firm of the Future site, to stay current with the latest product news and improvements. Lastly, I'm adding here some links about sending emails and fixing its issues for reference:

I'm always up to help if there's anything else you need, ValleyWindow. Just visit me here, and well take it from there. Have a good one! (edited) 

susiejo2
Level 1

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

QuickBooks' stance on this is plainly pathetic.  You have our entire client database and vendor database.  Writing code to enable your customers to send simple mass emails is not difficult AT ALL and your failure to recognize the basic needs of your customers is a HUGE customer service flaw.  My company needs to communicate an address change.  We do not wish to passively address this with an address change on our forms.  We want to send out a simple email to the primary contacts on our customer and vendor profiles already in QuickBooks.

You could have been a hero.

JoesemM
Moderator

Is there a way to email all customers at once on QB Destktop? Thank you. Stay healthy!

Thanks for taking the time to reach out, @susiejo2

 

I can see how having this feature could be very beneficial to you and your business. I'd recommend sending feedback to our Product Development Team. They will be able to look through the information and are the ones who consider adding the feature for future updates.  

 

To send feedback, here's how:

 

  1. Choose the Help menu.
  2. Click Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your feature request.
  5. Click Send Feedback.

 

You can also check out the Firm of the Future site to learn more about product enhancements and tips to efficiently manage your business.

 

For additional tips about fixing errors when sending emails from QuickBooks Desktop, you can open these links:

 

 

In the meantime, I'm also adding this article to further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

 

Keep me posted if there's anything else you need by commenting below. I'm always right here to provide the information you need. Take care, @susiejo2.

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