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H
hrlamke
October 4, 2023
Question

Customer statements sent

  • October 4, 2023
  • 1 reply
  • 6 views

Can generate statement that QuickBooks Online says were sent. Audit log show they were sent. None of my customers are receiving said statements??? Status of customers does not show "view error". Is this another feature that does not work with Simple Start?

1 reply

J
JanbonNQuickBooks Team
QuickBooks Team
October 4, 2023

Welcome to the Community, @hrlamke.

 

In terms of compatibility with Simple Start, this feature should work seamlessly regardless of your subscription plan. Additionally, to further assist you with your problem, we would like to ask for more info about these:

 

  • Are there any errors you've encountered while creating the customer statement?
  • What specific steps have you taken in making a customer statement?
  • It will be appreciated if you can provide a screenshot.

 

We'll wait for your response. Have a good one.

H
hrlamkeAuthor
October 5, 2023

As Stated everything works fine including "Statement sent successfully" message. They even appear in the audit and activity reports as sent, but none are coming thru to the customers including even me. Status does not show any error report either. 

K
Kurt_MQuickBooks Team
QuickBooks Team
October 5, 2023

Thanks for getting back here in the thread, @hrlamke.

 

We recognize the importance of this matter and want to address it as soon as possible. You'll want to ensure you've added the correct email address when sending statements to your customers in QuickBooks Online (QBO). Also, your customers can check their Spam or Junk folder to see if their statements are there. Feel free to visit this page for other available solutions: Troubleshoot if customers aren't receiving emails from QuickBooks Online.

 

If the issue persists, we recommend contacting our Customer Care Team so they can check your account in a secure environment and conduct further investigation to determine the root cause of the problem. We'll input the steps below to get you going:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

Feel free to visit this article for more information: QuickBooks Online Support.

 

In addition, we've added these articles to help you manage customers payments, keep track of your customer transactions, and add more details to your reports inside QBO:

 

 

@hrlamke, feel free to comment below if you need further assistance managing customer statements inside QuickBooks. You can also visit and post here in the Community space if you have any additional concerns or a task you'd like to perform inside the program. Stay safe!

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