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abennett11860
September 10, 2021
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Does anyone know why we randomly get errors on trying to produce a statement on a customer with an open balance within the dates?

  • September 10, 2021
  • 1 reply
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We are within the dates yet QB's says no statements for this customer. I have tried extending the date periods and opening and closing Quickbooks and it continues to tell me they have a zero balance, yet they owe over $900.00
    Best answer by MaryLandT

    YES! this is the issue.  Maybe this is what the error code should say.....  BTW, it will not let me change it to "Bill this customer" as this also produces an error.  Here too this seems like a simple solution that should be a choice to "send statements to this customer only".


    There could be an issue with your customer's statement and that's why you're getting an error, abennett11860.

     

    If you've already tried the statement on a private window or other supported browsers, you can consider contacting our Live Support Team. They can create a case to fix the issue.

     

    For now, you need to pull up the Accounts Receivable Aging report. It still shows outstanding balances of your customers. Here are the steps you can follow:

     

    1. Select Reports from the left menu.
    2. In the Who owes you section, select Accounts receivable aging detail.
    3. Customize the report as needed.
    4. Click Run report.
       

    Once done, click Email to send the data to your customer. Or select the Export icon to get a copy through an Excel file.

     

    Learn more about report features and specific reports to get the info you need:

     

    Keep me posted if you have additional concerns about creating statements for your customers. Just leave a comment below and I'll get back to you.

    1 reply

    Adrian_A
    Adrian_A
    September 10, 2021

    Hello, abennett11860.

     

    You can run some troubleshooting steps to identify what causes the error message when trying to send out a statement.

     

    To start with, try opening QuickBooks on a private window. There are instances that issues like this occurs when the system encounter cache traffic. You may use these keyboard shortcuts to open one:

     

    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + P
    • Safari: Command + Shift + N

     

    If it works, you can go back to a regular browser and clear its cache. Once a cache is piled up, it can cause some unexpected happenings on the opened pages like QuickBooks.

     

    You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

     

    Also, in case you want to customize how the statement looks like, you can modify it. Here's an article as your guide: Customize your statements.

     

    Keep me posted as to how things work on your end. I'll be around to help you out!

    A
    abennett11860Author
    September 10, 2021

    This does not solve the issue.

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