Archive for July, 2011

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.
  1. Go to Reports/Customers & Receivables/Customer Contact List
  2. 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).
  3. Still in Modify Report, click on the Filters tab.
  4. Under the filter dropdown, choose Customer.
  5. Under the customers dropdown, choose Multiple Customers & Jobs. Then pick the customers you want.
  6. Click OK to get out of Choose Customer/Job and then OK to get out of Modify Report.
  7. The report should now be displayed on your screen. Click on the Export button and select A New Excel Workbook. Click Export.
  8. This should open Excel with your report displayed. Just select everything in the email column except the heading and copy it to your clipboard.
  9. 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!

Posted by susb8383 under Misc. | No Comments »