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C
chaveman
July 22, 2020
Question

We need to send a collections email to our customer. How do we have this email sent all the addresses in the customer file? Currently it will only send to "Main" email. How to send to CC email as well, at same time?

  • July 22, 2020
  • 1 reply
  • 6 views
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1 reply

N
Nick K
July 22, 2020

Hi chaveman,

 

Being able to send emails to all your email addresses on file through QuickBooks Desktop is a great way to save time and effort. I can help explain how this works and what to do.

 

Having your email linked to your QuickBooks Desktop is a very quick process and once its linked you can send invoices, pay stubs, statements and a lot more anytime you wish. For the steps to add your email to your QuickBooks Company file you can follow the steps in this article.  To CC more people, you simply need to click the email button on the top of the screen. This will bring up an email box that allows you edit what you want the email to say as well as a preview of what you are sending. Once you see this screen you just need to click the CC button that's right beside the email you are sending to. This allows you to add more addresses you wish to send this email to. Once everyone is added you just need to click send and it will be sent to all the emails you have added to it.

 

Hope this helped.

 

 

C
chavemanAuthor
July 23, 2020

Thank you for the reply, but I don't think that directly address what we are trying to achieve. We are trying to use QB to email when possible, so it can be tracked easily. QB emails correctly through our Outlook, but the issue is QB is only choosing the customers "Main" email address in the customer file when emailing a collections letter. See red circled area on attached screen shot. 

 

How do we get QB to also email this letter to the customers "CC email" in customer file? 

AddieC
AddieC
Level 5
July 23, 2020

Hi chaveman. Thanks for following up. I'm understanding you now, and I can see how having this option would be helpful. Quickbooks doesn't act the same as an email platform, it simply has email functionality. If you'd like for the email to be sent to an additional address, you'd have to manually add it to the email. 

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