Sending the file, document, or payroll data via email to each customer or employee is painful. You must be wondering if QuickBooks has such a feature that you can send many emails together. So yes, QuickBooks offers a feature that allows you to send multiple emails together. Now, rather than thinking about how to send a mass email from QuickBooks, use this guide and set up QB for this feature.
But before you move further, you must set up email services in QuickBooks. To do so, follow the given steps to set up email with Outlook and Gmail, and then move further with this guide.
If you require any professional assistance, you can call us on +1(855)-738-0359. You’ll also be connected to fully-trained QB experts on a direct call
Instructions for Configuring the ‘QuickBooks Email Service on QuickBooks Desktop’
Two ways of connecting email with QuickBooks are via Outlook or WebMail. Below, we are mentioning both methods; follow the one that suits you the best:
Configure Outlook to Send Invoices via Email from QuickBooks
Step 1: Get the Required Information from the Internet Provider
Username and password, or your Email
Incoming Email Server Type
Incoming Email Server Address
Outgoing Email Server Address
Step 2: Set up Email in QB with Outlook
Click in the ‘Edit’ menu after launching QuickBooks.
Click ‘Preferences’ from the further menu and then ‘Send Forms.’
Select ‘Outlook’ and hit ‘OK.’
Configure QuickBooks Email Invoices for Webmail
Click on the Edit menu in QuickBooks.
Select ‘Preferences’ and then ‘Send Forms.’
Select the ‘Web Email’ option and choose Add.
Further, move to the provider option, where you have to enter your email address.
Tick the ‘Use Enhanced Security’ checkbox and click OK.
You’ll be prompted to go to Intuit’s official website and sign in.
The login screen for your webmail service will appear. Log in and decide whether to give Intuit access.
Now, move on to the next step: sending a bunch of emails together.
Recommended to Read: How To Fix QuickBooks Error H303?
Here’s How to Send Mass Emails in One Go in QB
After setting up Email with QuickBooks, you must learn to send mass emails to your customers/employees. Get help from the given steps below for the same:
Start QB and access the company file.
Go to the Reports menu and navigate to the ‘Reports Centre’ tab.
Move to the upper left corner of the open window and select the Customer tab.
It will open up a list of customers.
Now, from the left corner of the window, there will be an option to select a customer or all customers. Select All and move further.
Click batch Actions and select Email.
Attach a Report, PDF, or the message you want to share with your customers/employees.
Finally, send the Email to all of your customers in one go.
After following this, you must get the answer to your question, ‘How to send a mass email from QuickBooks.’ If you face any trouble while following this guide, connect with us at +18557380359 to get direct assistance from our ProAdvisors, who are available to assist you in every situation.
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