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BRV1
July 4, 2024
Question

Is there a way to email all my clients through QB desktop?

  • July 4, 2024
  • 1 reply
  • 0 views

Is there a way to email all my clients through QB desktop? I would like to send out notices about holiday office hours, or upcoming maintenance etc. Is there a way to do that in the desktop version without exporting your client list into an excel spreadsheet. It's too time consuming to copy and paste email addresses in excel. I would like to be able to choose certain clients for different notices. 

1 reply

M
MJ_R
July 4, 2024

Hi BRV1,

 

Welcome to the Intuit Community! I've got some information to share regarding sending an email to all of your clients in QuickBooks Desktop.

 

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 of QuickBooks and enter all your customer's email addresses as the recipients.

 

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, BRV1. Have a good one!

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