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Established Member

Unable to Email Customer Statements

I am unable to email customer statements, however invoices, estimates and receipts are able to be sent.

10 Comments
Community Manager

Re: Unable to Email Customer Statements

Hello MindyP21,

 

I can help you get your customer statements emailed. Before that, here are some troubleshooting steps that we need to go through. 

 

Let's make sure that your QuickBooks is in its latest release. Updating the release version will help to fix issues like unable to send emails. 

 

Then, let's check the email preferences if it was set up correctly.

  1. At the top menu bar, click Edit.
  2. Choose Preferences.
  3. Click Send Forms on the left panel.
  4. Under My Preferences tab, select the email account you're using.
  5. Click Edit.
  6. Mark the SSL box, or just select Default.
  7. In the Server Name field, make sure the server name matches your email provider's settings. (If you see smtp.mail.yahoo.com for example, change the name intuit.smtp.mail.yahoo.com and click OK.)

If you're getting an incorrect password error message when updating the email preference, please follow steps in this article to resolve it: QuickBooks Will Not Accept my WebMail Password.

 

Go ahead and email the statement again. 


Please let us know if you have any questions. Thanks! 
 

Established Member

Re: Unable to Email Customer Statements

This did not help as the server settings are correct since I am able to send invoices, estimates, etc.  The only thing I can not email is Customer Statements.

QuickBooks Team

Re: Unable to Email Customer Statements

Hello there, MindyP21.

 

I can see that my colleague has already provided the steps to resolve this. However, we wont stop there, and I want to make sure you get more support to resolve this. I'd encourage you to contact our phone agents to check this further.

 

Here's how:

  1. Open this link: https://help.quickbooks.intuit.com/contact.
  2. Choose QuickBooks Desktop, then choose the version.
  3. On the Contact Us page, click Running Your Business in QuickBooks, then choose Manage Income & Customers.
  4. Click either Get Phone Number or Start a Message

Feel free to post anytime in the Community if you have other concerns. We'll be right here to help you out.

Established Member

Re: Unable to Email Customer Statements

I am having the same issue. Tech Support has no clue. All they have me do is reconnect my email account. Was the issue ever resolved if so, what did you do to fix?

QuickBooks Team

Re: Unable to Email Customer Statements

Thanks for joining us in this thread, Patla.

 

Were you able to send your statements after reconnecting? There might have been a connection issue when you were sending them out. This is why you were asked to reconnect your email account in QuickBooks.

 

if you can't still send your statements, please follow the troubleshooting steps shared in the previous replies. 

 

Visit us again in the Community if you have other questions. 

Established Member

Re: Unable to Email Customer Statements

No I did all the troubleshooting, upgraded my Quickbooks and as before I can email invoices and estimates but am unable to email statements.

QuickBooks Team

Re: Unable to Email Customer Statements

Hello there,

 

Aside from some troubleshooting provided by my colleague, we can perform another way to resolve this.

 

Here's how:

  1. On your Home tab, click the Statements icon.
  2. Under the Template section, click Customize.
  3. Select Customize Data Layout.
  4. Modify the template, then OK.
  5. Go back again to the Template section, this time click the copy of the standard statement.
  6. Then, click Email.
  7. Review the statement, then click Send.

 

 

 

I'll be around if you need more help. Have a good day!

Established Member

Re: Unable to Email Customer Statements

I went through all you steps and it still will not send my emails.  I even made all my other templates inactive and re-customized a template saved it and it still will not send.  

Established Member

Re: Unable to Email Customer Statements

I have done all the steps again and have made all my other templates inactive and re-customized the statement to send went through all the steps again and checked my emails, send form preferences etc.  and customer statements will still not send.  I am still able to send invoices and estimates.  

QuickBooks Team

Re: Unable to Email Customer Statements

Thanks for reaching out to us, @MindyP21.

 

I appreciate you taking the time to follow all the troubleshooting steps so you can send statements to your customer.

 

Let's try to turn on the security app feature of your email provider.. This might be the new security process of your email service.

 

If the same issue persists, I recommend contacting our QuickBooks Desktop Support Team. By doing so, they'll be able to investigate the cause of the issue.

 

Let me know how the call goes by leaving a comment below. I'm always glad to help whenever you have follow-up questions.