Sending your customers emails through QuickBooks Online is a great way to issue them their sales forms quickly and easily. You can create customized Invoices, Estimates, and Sales Receipts in QBO, alongside a custom message in the email. I'll explain how to edit your email before sending one of these forms to your customers.
When you're creating an Invoice, Estimate, or Sales Receipt, click the button at the bottom of the page that says Customize. If the same email information will be sent multiple times, click New Style to reuse these customizations in future transactions. If each form will be different, click Edit Current.
Next, toggle over to the Emails tab. Edit your message subject and email body from there. Then, click Done.
That's all there is to it. Here's more information about the process you may find useful: Customize your invoice emails.
If you have any other questions, please reach out to our tech support team.
That really isn't what I was asking. I'm already using the email to send invoices. What I need is to be able to reach out to all of my customers via email with a custom message, not an invoice, sales receipt or other form. It's not often that I need to do this, but when I do it is imperative that I be able to reach all of my customers quickly with the same message.
I see what you're saying now.
This will have to be done outside the QuickBooks program entirely. If you're using Gmail, for instance, you'll have to compose a group email there, and send it outside QBO through your email provider. The only way to send emails from QBO is to send them alongside sales forms.
I hope this helps to clear things up.
That's unfortunate - when I was talking to the sales staff, they assured me that it would be possible to do. I've the feedback button to submit this concern, and hopefully the QB development team will consider adding this feature.
Addie, that's not true.
I am also trying to send an email to a large group of customers using quickbooks online. I choose the customers from the list, select batch actions, select email. This pulls up a window in my email client but only about 9 populate the address box. I need to make sure ALL the emails I select are included.
Thank you for following up. Email fields in QuickBooks Online allow up to 100 characters, with different addresses being separated by a comma. The easiest way to send an email to a larger amount of addresses is by printing them as PDFs and sending the email outside of QuickBooks Online. Don't hesitate to submit feedback about this directly to our engineers. Customer comments serve as the foundation to continue building a great QuickBooks experience.
Hope this helps!
I have three different customer types. When sending their sales receipt, I want to send a different email message, i.e., three different email messages. I have set up three different sales receipt templates, but when I try to change the email messaging on one, it changes it on all three. Help!!
If you're looking to email all your customers - not an invoice but just a message - you can go to the Customers screen (Invoicing > Customers). From there, click on the gear icon for settings and include the email in the listing. Finally, then you can use the icon that looks like a piece of paper with an arrow pointing up next to the gear to export to excel (see the screenshot attached).
That will give you the full list of emails which you can then use to do a mail merge in outlook.
While you can customize the invoice pdf document that generates, the email template is universal for everyone. It's a bit confusing on the user interface since you modify the email from each one, but it's linked to a single format for the email output.
As a result, I usually just print the invoice to PDF, then send the email separately via outlook to attach the different PDF formats.
Thanks for the prompt reply. So...to ensure I understand, if I want to send out sales receipts, even though I have 3 differently formatted templates, they all will default to the same email?
Yup; the differently formatted invoices only impact the PDF document when you print the invoice; the email is all for one and one for all. I used the Gear> Feedback button in QBO to request a change to this functionality; you should do the same ;)
hi i want to send a mass email or message to all of my 800 customers all at the same time, or at once a message or email asking them how have they enjoyed there purchase and would they give us a review. i am using quick books online for 4 or 5 years tim [phone number removed][email address removed]
Hi Everyoung123. While QBO allows you to send emails directly from the program for things such as sales forms, any mass emails such as the one you're describing will have to be sent outside the program. I know this would be something that would be really helpful for you in this instance, and I'd recommend submitting your thoughts about this to our product development team. You can do that by clicking the Gear icon > Feedback. We're always looking for new ways to improve the program.