Friday, March 27, 2009

Send emails to customers in QuickBooks

Here is how to send emails to all your customers stored in QuickBooks.

Download/Install QEmail4 from http://www.addqin.com/ and open it.

Enter you email credentials in the settings dialog.


Create the email message and save it.



Open the participants dialog, select customer and press the Scan button.
Adjust the selections in the customer list. Press finish.



From the QEmail4 dashboard send the emails.




That's it. Eays isn't it ?

Wednesday, March 25, 2009

Systematically modify QuickBooks customer information with QImport4

Assume that you have a file with new or changed customer information like email address, billing address etc.
With QImport4 you can modify this information in QuickBooks as follows:
  1. Choose a new QImport4 template.
  2. Select modify a action and scroll down to customer.
  3. Load the above mentioned file as import file.
  4. Drag & Drop your customer name from the import to CustomerMod/ListID.

  5. Drag & Drop the remaining fields like email address, title etc.
  6. Generate the template and close the dialog.
  7. From the dashboard process the template.
  8. View the log file for possible conflicts.

Easy isn't it ? Checkout QImport4 at http://www.addqin.com/


Tuesday, March 24, 2009

Welcome

addQin, former QBAutomation is a provider of usefule productivity tool for the QuickBooks community. This quarter we shipped the new generation of all our three applications.
  • QImport4 imports, exports and modifies systematically QuickBooks content.
  • QEmail4 sends financial statements to your clients and creates email marketings campaigns.
  • QMerchant3 is the alternative merchant solution for QuickBooks and POS users. Charge credit cards directly from QuickBooks.

At his place we will publish tips how to make most of our tools.