Customer Group Reporting and Emails
In QuickBooks Desktop Mac Plus 2023, you can create Customer Groups to run reports or send emails to multiple related customers.
Customer Groups
You can set up Customer Groups based on a wide variety of criteria. For example, you could set up a customer group with high open balances (like more than $5,000) and use that group for either reporting or emailing.
Filter Reports by Customer Groups
You can filter a report by any Group Name you create. First, select the Filters tab in the Reporting Window. Check the Show All box. Search for the Name filter. Place a checkmark next to it and then use the drop-down to locate the Customer Group name you wish to filter by.
In this example, we select the high open balances customer group we created above.
Customer Group Batch Emails
You can easily send emails to customer batches. From the Customer Center, locate the Customers Group you would like to email and select it. Then, click Email Group. From there, you can remove specific customers from the email group, add attachments or modify the email subject and body before you Send.
You will find an official Intuit video of these features HERE.
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