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Oct 25, 2023 8:12 PM UTC
Question

I use Quickbooks online and I'm having an issue with email addresses not being saved properly.

When I send out statements monthly QuickBooks indicates that a portion of the clients I have statements for do not have email addresses associated with them. No problem, I add the email address to the client record directly. (Not to the email address field in "Create Statements"). Then I go back to the statements screen to see that all the email addresses I have added to the client record now show up in the statement screen and I am able send out all my statements.

 

But when I go send statements the next month many of the previous email address I have entered are no longer in the system. Some have saved and some have not. Last month I entered 34 email addresses in the client record and today 14 of those email addresses are no longer saved.

 

Please help! Entering email address over and over again every month is very time consuming. 

5 replies

Oct 25, 2023 10:55 PM UTC

Hello Jesica124,

 

Welcome back to the Community. It's important you're able to add and save your client's emails without running into issues. Rest assured, I'll be happy to assist you so you can get back to doing what you enjoy. 

 

Based on the details you've provided above, I suspect this may be a browser-related issue that's causing the discrepancy you're experiencing. Clearing cache and cookies helps with fixing most browser issues. You can do this by following the steps in this article: Clear Cache and Cookies. 

 

Give this a try and let me know if the emails are saving correctly. I'll be here in case you have other questions. 


 

Oct 27, 2023 5:29 PM UTC

Thanks for the reply. I will give that a try and let you know if it fixes the problem.

 

Jessica

Oct 27, 2023 5:38 PM UTC

Perfect.  Let us know the outcome.  We are here for you!