Exporting Customer Emails from Quickbooks
July 13th 2011
We have Quickbooks for our business and I wanted to export emails for certain customers. That way I could send them all an email telling them about our upcoming vacation dates. But easy as this may sound, I couldn’t find any help online. So I’m posting this.
- Go to Reports/Customers & Receivables/Customer Contact List
- Click on Modify Report, click on the Display tab, and select the Email field (it’s hard to find but is right after Ship To Country).
- Still in Modify Report, click on the Filters tab.
- Under the filter dropdown, choose Customer.
- Under the customers dropdown, choose Multiple Customers & Jobs. Then pick the customers you want.
- Click OK to get out of Choose Customer/Job and then OK to get out of Modify Report.
- The report should now be displayed on your screen. Click on the Export button and select A New Excel Workbook. Click Export.
- This should open Excel with your report displayed. Just select everything in the email column except the heading and copy it to your clipboard.
- Then in your email program, create a new message and paste into the To or BCC field. This will paste the selected customers. Write your email and send!