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Active Member

Unable to Email Customer Statements

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

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 for example, change the name 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! 

Active 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:
  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.