How to send transactions in batch from QuickBooks Online to customers via email

Axis

Overview of how to send transactions in batch from QuickBooks Online

When importing transactions into QuickBooks Online and you need to send the imported transactions in batch to customers then you can now do that in Zed Axis V15 and above


Transactions supported

The feature is supported in the following transactions types
  • Estimate
  • Sales Receipt
  • Invoice
  • Credit Memo
  • Refund Receipt
  • Payment
  • Purchase Order


To enable the emails to be sent please make sure the following are mapped
  1. Email Status is mapped and the value is set to SendNow
  2. Bill Email field is mapped and has a valid email address
Import the transactions and once the imported is completed then the emails will automatically be sent from QuickBooks and will attach a PDF file of the transaction


Article ID: 346, , Modified: 2/16/2021 at 6:52 AM

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