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Kinsm
Level 2

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Thank you for the quick response.  This is certainly a workaround; however, it is anything BUT seamless. It is unnecessarily cumbersome, time-consuming, and not user-friendly at all.  Our company needs to send statements in batches, directly from Quickbooks, using PDFs that are customized to be readable and understandable for any customer. The body of the email should be easy to understand on a mobile device as well.

 

I will definitely be reaching out via the link you sent to ask for a new feature. It is disappointing to see that only a "workaround" is available in place of what should be a basic feature that's included in all Quickbooks packages. It makes no sense to manually download multiple statements every single month and then send them out one by one to each customer.

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