Easy Tech TutsHow to Send Emails to Customers in QuickBooks Online Easily 2026
By Impran M N
Reaching out to clients about open balances doesn't have to mean switching to a separate email client and losing track of the conversation. This guide covers sending customer statements and direct messages right from a client's profile in QuickBooks Online, plus how to verify delivery. It's for business owners who want their client communication tied to their accounting records.
01Open the customer's profile
Go to Sales, then Customers, and click on the specific client you want to reach out to.
02Start a new statement or message
In the customer's transaction hub, click the New Transaction or Statement dropdown to begin drafting your communication.
03Choose Statement for a balance summary
Select Statement to compile a clear breakdown of the client's open ledger history into one document.
04Customize the message and confirm the email
Edit the greeting and body text, and double-check the client's email address is populated correctly.
05Send and verify delivery
Click Save and Send, then check the customer's activity timeline to confirm the email was successfully dispatched.
Frequently asked questions
Can I automate reminders for overdue invoices?
Yes, QuickBooks lets you turn on auto-reminders for clients with overdue balances directly from the customer's action panel.
Where do I edit the default email templates?
Global email subjects, bodies, and signatures can be customized in your company settings.
How do I know if a client actually received the email?
Check the customer's activity history feed, which logs exactly when an email was sent from their profile.
Can I send a message without attaching a statement?
Yes, you can send a general email directly from the customer's transaction hub without generating a formal statement document.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
