QuickBooks Send Multiple Invoices in One Email

How to QuickBooks Send Multiple Invoices in One Email

1. Login to your account within QuickBooks.
2. Now click on the transactions tab and look for the (+) sign.
3. Click on that to select the invoices you want to send.
4. Fill out the necessary details required like email ID is filled out correctly.
5. When all is done, you will most likely want to preview the invoice. You will be able to do that in the email address section. Under the email ID you can find sections like:
6. When all is right then Save and then Save and send. All your invoices will be sent by now.

QuickBooks Desktop 2023: Select Multiple Emails

QuickBooks 2023 Desktop was recently released by Intuit. For over a year, the Author evaluated various pre-release versions of these products and communicated with Intuit personnel, including product managers and developers, to provide you with information about them. There will be a series of individual product features in this article, which will provide additional content to our QuickBooks Desktop 2023 Product Summary.

About the Select Multiple Emails feature

Select Multiple Email Contacts (which may also be called Choose multiple email customer contacts at the time of release) allows users to select from multiple email addresses of a Customer, Vendor, or Employee. The ability to choose various emails prevents you from changing the primary Email if you're contacting different people. In addition, QuickBooks allows you to select emails from a drop-down of all the emails associated with the recipients every time you email them. You can also add, edit, or delete email addresses from their email forms with ease.

All QuickBooks Desktop 2023 users in the United States will have access to this new functionality, including Pro Plus, Premier Plus, QuickBooks Desktop Accountant, and QuickBooks Desktop Enterprise Solutions (v23.0).

Using Multiple Emails to Select Customer Emails

To use this feature, you need to set up email fields in customer, vendor, and employee records, such as Main, CC, and Alternate. If you have configured these Emails in advance (as shown in the example below), they will appear in a drop-down box to make selecting multiple Email addresses more convenient.

• Here is an example of an invoice you might send to a customer.
• The Main Email will be prepopulated in the To field when you select the option to email the invoice. (Multiple emails will be prepopulated comma-separated).
• In the To field, you will see the email addresses from the CC and Alt fields in the drop-down menu. You can include as many of these email addresses as you need in your outgoing Email transmission (shown below).
• From the drop-down menu, you can also add an additional email address not already in the list.
• The send Email process is now identical to the procedure previously used within QuickBooks Desktop versions.

Multiple invoices (or forms) with multiple emails

The new select multiple Email feature also allows you to send multiple emails to multiple recipients at the same time, as many people send out multiple emails simultaneously.

• By clicking on the Drop-down next to the existing Email address, you can add more Email addresses to the Invoice emails sent to customers from the Send Forms menu.
• Simply use the close/cross icon next to any email address to remove it.
• The drop-down menu also allows you to add additional Email addresses not already included in the list by typing in the field.
• For each of the invoices shown, you can do this.
• You can now send the invoices by email to your customers once you have selected their email addresses.