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A
affordablervstor
February 9, 2020
Question

How can I email all of my customers with a custom message?

  • February 9, 2020
  • 3 replies
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3 replies

AddieC
AddieC
February 10, 2020

Hi there, 

 

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. 

Cheers. 

A
affordablervstorAuthor
February 10, 2020

Hi Addie,

 

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.

    AddieC
    AddieC
    February 10, 2020

    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. 

     

     

    LeithG
    LeithG
    July 10, 2020

    Hi affordablevstor:

     

    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.

    A
    affordablervstorAuthor
    July 13, 2020

    Thanks lashedlifter. It's not exactly the solution I was looking for - Freshbooks' solution is much simpler - but it at least gives me something to work with! 

    LeithG
    LeithG
    July 15, 2020

    Workarounds are okay too until the guys catchup glad to help!

    M
    MelissaComputerTutor
    August 25, 2020

    You can open the Customer Contact List report and export the list to Excel. From there you can do a mail merge for either a paper mailing or a mass email. 

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