Skip to main content
P
Philip Coetzee
August 11, 2021
Solved

Sending customer statements

  • August 11, 2021
  • 1 reply
  • 0 views

Good day,

I need serious assistance with sending my statements.I have no problem sending invoices, but I cannot send Statements.

Best answer by Rubielyn_J

It's my priority to help send your statement successfully, @Gloudine.

 

To begin, make sure to keep your QuickBooks up-to-date so you have the latest features and product improvements.

 

A damaged data file may be the one that causes the error. We can confirm this by performing the verify and rebuild steps. Let me show you how:

 

  1. Go to the File menu.
  2. Choose Utilities, and then select Verify Data.
  3. If you receive an error message, let's try searching it on our support site for specific instructions to resolve it.
  4. If you'll be prompted that your data has lost integrity, it indicates that you have a damaged file. We'll have to rebuild the file.

 

We proceed, here's how:

 

  1. Select the File menu and choose Utilities.
  2. Click Rebuild Data.
  3. Next, select OK to create a backup copy of the file.
  4. Select where you want to save the backup. Then, when the rebuild has complete, click OK.

 

Then, let's set up your email preference again. Once done, try sending a statement again.

 

If issue persists, I suggest contacting our support directly. They have the tools to check your account and find the root cause of your concern: Contact the QuickBooks Desktop Customer Support Team.

 

Feel free to get back in here if you have other questions about sending statements in QuickBooks. I'm always around to help. Keep safe!

1 reply

A
Ashleigh1
August 11, 2021

Hello Philip Coatzee, 

 

Welcome to the Community page, 

 

In order to help you we need someone information off you. 

 

Is this the first time you are sending statements?

Are you trying to do them in bulk? 

If not the first time sending statements is this the first time you have ad this issue? 

 

When you try and send the statements do you get any error messages showing up to say why it is not sending for if so can you send us a screenshot of it please so we can look into it more for you. 

P
Philip CoetzeeAuthor
August 11, 2021

Good day Ashleigh and thank you so much for your response.

I have been working with Quick Books for years and never had this problem.

Sending invoices is fine, but I cannot send Statements.

On the desktop I select "Statements", then opt for the period of the Statement.

Next I click "E-mail" and move to the "send" selection. However when I click on "send" there

is just no response.

It started doing this 6 months ago and it is very frustrating.

I really hope you can assist in this regard and thank you in anticipation.

AlcaeusF
AlcaeusF
August 11, 2021

Hi there, @Philip Coetzee.

 

Thanks for getting back to us and for sharing the steps you've done.

 

In QuickBooks Desktop (QBDT), when there is no response after clicking the Email button to send statements, there are a few things to need to check to fix this. Let me show you how.

 

To start, let's make sure all preferences are selected to generate a statement. Among these are:

 

  • The appropriate customer should be selected.
  • The customer should have an invoice or sales receipts within the statement period or before the statement date.
  • If the desired customer has a zero balance, under the Do not create statements: the box for with a zero balance should be unchecked.

 

If all of the information above were verified and the issue persists, check out this article and proceed to steps 2-5 at the bottom for further guidance: Create a statement.

 

Please let me know how it goes or if you have any other concerns. I'll be around to help. Have a great day!

Terms & ConditionsAccessibility statement