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

Method One -  Send when importing


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.  If you are emailing to multiple email addresses then you may find Method One might not work we are not sure why by it seems that Intuit may have a bug so you might need to use method two outlined below]

Method Two - Send in batch once imported


To enable the transactions to be sent in batch after the import then ensure the fields are mappng

  1. Email Status is mapped and the value is set to NeedToSend
  2. Bill Email field is mapped and has a valid email address
  3. Once import then In QuickBooks go to Sales > All Sales list then select the filter for Send later  then click the Batch Actions button and then the option to Send


Note: If you want to include multiple email addresses in the Bill Email address field then separate the email addresses with a comma ( , ) like myname@testmail.com, nextname@testmail.com 


Article ID: 346, , Modified: 8/25/2023 at 7:14 AM

Was this article helpful?

Share this article