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New Member
March 6, 2026
Question

Can I send a rate change letter to all my active clients within Quickbooks?

  • March 6, 2026
  • 1 reply
  • 8 views
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1 reply

QuickBooks Team
March 7, 2026

Welcome to the Community, Lisa. Currently, QuickBooks Online (QBO) doesn't support sending rate change letters.

 

As a workaround, please manage these communications externally via email or mail.

 

For special pricing, you can use price rules to automate rate adjustments based on specific customers or dates. Visit this article for details: Set price rules in QBO.

 

Leave a comment below if you have any other questions.