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March 13, 2026
Question

Emailing a customer group using quickbooks desktop

  • March 13, 2026
  • 1 reply
  • 3 views

Hello: I set up a customer group and want to send a standard group message to them all via email. When getting to the "send email" window I am not able to create a message in the body (and attachment a file) to the entire group. This seems to only be possible 1 customer at time which seems to defeat the purpose of having a "group".

What am I missing? 

 

Thank you in advance

1 reply

QuickBooks Team
March 13, 2026

Hi cjbtrio, the unexpected behavior you encountered requires a closer look to determine the cause of this issue. To review this thoroughly, I recommend reaching out to our Desktop live expert.

 

To determine the best time to call, please check our support hours.

 

In the meantime, you can keep a single customer selected and manually input the rest of the group's email addresses in the TO field.

 

Please let us know if you require further assistance.