Can u set up groups for mailing with quickbooks

Yes, QuickBooks allows you to set up groups for mailing purposes. Here's how:

Step 1: Create a new customer group

  1. Go to the "Customers" menu and select "Customer Groups" from the drop-down list.
  2. Click on "New" to create a new customer group.
  3. Enter a name for the group, such as "Mailing List" or "Newsletter Subscribers".
  4. Click "Save" to create the group.

Step 2: Add customers to the group

  1. Go to the "Customers" menu and select "Customer List" from the drop-down list.
  2. Select the customers you want to add to the group by checking the boxes next to their names.
  3. Click on "Actions" and select "Add to Group" from the drop-down list.
  4. Select the customer group you created in Step 1 from the list of available groups.
  5. Click "OK" to add the customers to the group.

Step 3: Set up a mailing list

  1. Go to the "Reports" menu and select "Mailing List" from the drop-down list.
  2. Click on "New" to create a new mailing list.
  3. Enter a name for the mailing list, such as "Monthly Newsletter".
  4. Select the customer group you created in Step 1 as the recipient of the mailing list.
  5. Choose the type of mailing list you want to create (e.g. email, postal mail, or both).
  6. Click "Save" to create the mailing list.

Step 4: Send a mailing

  1. Go to the "Reports" menu and select "Mailing List" from the drop-down list.
  2. Select the mailing list you created in Step 3.
  3. Click on "Send" to send the mailing to the customers in the group.
  4. Enter the details of the mailing, such as the subject line, message, and attachment (if applicable).
  5. Click "Send" to send the mailing.

By following these steps, you can set up groups for mailing purposes in QuickBooks and send targeted mailings to specific customers or groups of customers.