Sending customer statements

Hello Philip Coatzee, 

Welcome to the Community page, 

In order to help you we need someone information off you. 

Is this the first time you are sending statements?

Are you trying to do them in bulk? 

If not the first time sending statements is this the first time you have ad this issue? 

When you try and send the statements do you get any error messages showing up to say why it is not sending for if so can you send us a screenshot of it please so we can look into it more for you. 

Good day Ashleigh and thank you so much for your response.

I have been working with Quick Books for years and never had this problem.

Sending invoices is fine, but I cannot send Statements.

On the desktop I select "Statements", then opt for the period of the Statement.

Next I click "E-mail" and move to the "send" selection. However when I click on "send" there

is just no response.

It started doing this 6 months ago and it is very frustrating.

I really hope you can assist in this regard and thank you in anticipation.

Hi there, @Philip Coetzee.

Thanks for getting back to us and for sharing the steps you've done.

In QuickBooks Desktop (QBDT), when there is no response after clicking the Email button to send statements, there are a few things to need to check to fix this. Let me show you how.

To start, let's make sure all preferences are selected to generate a statement. Among these are:

• The appropriate customer should be selected.
• The customer should have an invoice or sales receipts within the statement period or before the statement date.
• If the desired customer has a zero balance, under the Do not create statements: the box for with a zero balance should be unchecked.

If all of the information above were verified and the issue persists, check out this article and proceed to steps 2-5 at the bottom for further guidance: Create a statement.

Please let me know how it goes or if you have any other concerns. I'll be around to help. Have a great day!

We upgraded to Desktop Pro 2020 and have the same problem.

checked email settings

checked statement settings

it creates the mail but the send button does not respond when you click it.

Error comes up about an ND file.

then the whole program closes.

Tried to send 1 statement and multiple statements via email.

no success.

Can send invoices with no problem.

Hello there, Foto First Standerton.

I appreciate you sharing the result after performing some troubleshooting steps to fix the issue when sending statements.

It's possible that .ND file is damaged, incorrect, or if the .QBW file was moved during an upgrade without moving the corresponding.ND file. That's the reason why you've encountered .ND file error.

To resolve issues with .ND files, here's what you'll need to do:

1. Search for *.ND in the computer containing the company files.
2. If .ND files don't exist, open a QuickBooks company file on the computer where the file resides to create it.
3. Delete or rename the files (.NDOLD).
4. Use the Database Server Manager to rescan the folders.

To know more about .ND files, check this article: .ND files in QuickBooks Desktop.

In case you want to personalize your emails to customers and vendors, you can create email templates with customized subject lines and email bodies. See this link for more information: Create custom email templates in QuickBooks Desktop.

Keep me posted on how this goes on your end. I'll get back to you. Have a great day.

Good evening MirriamM - we trust that you are well.

Unfortunately that does not solve my problem at all. If I look at all the people on Quick Books Community that have the same problem (the latest being Foto First Standerton) it does not make sense that the .ND files can be damaged, incorrect or moved during an upgrade in so many places. However I am not a technician so I might be ignorant in that regard.

The main issue is that clients are questioning service delivery at this time due to this problem and I cannot blame Quick Books all the time and not do anything about it. I have to resolve the problem for the sake of my business which means that if I cannot find the solution I must get another Accounting program. IT technicians also refer me back to Quick Books. I have no objection to pay someone to fix this, but it seems nobody can.

Kind regards,

Philip

Hello again, @Philip Coetzee. Thanks for keeping us updated.

I have additional troubleshooting steps that you can try to fix issues when unable to email statements in QuickBooks Desktop (QBDT).

To start, let's make sure to update your QuickBooks Desktop to the latest release. After that, download the QuickBooks Tool Hub and run the Print & PDF Repair Tool. It resolves common errors when you email forms through the software.  

To do this, here's how:

1. Download the QuickBooks Print and PDF Repair Tool.
2. Save the file, then open it (QuickBooksToolHub.exe).
3. Follow the on-screen steps to install and agree to the terms and conditions.
4. Once done, double-click the icon to open the tool hub.
5. Go to the Program Problems bar. 
6. Click on the QuickBooks Print & PDF Repair Tool button in green.

Once done, attempt to print, email, or save as a PDF from QuickBooks Desktop again.

If the issue persists, you can continue following Solution 2 on this article: Troubleshoot PDF and Print problems with QuickBooks Desktop.

I'm here anytime you have other concerns. Keep safe always, @Philip Coetzee.

Good day,

I have the exact problem as Philip Coetzee and Standerton Photo First. I downloaded the tool hub and followed your advice, but the problem persists. Can you please help.

Regards

Inanda Leeb

Hi @Inanda Leeb,

I appreciate you for dropping by here in the Community. I can help you get the support you need to get back on track with sending customer statements.

Since the problem persists after following the recommended troubleshooting steps, I recommend contacting our QuickBooks Support Team. They'll be able to check the issue further and provide additional troubleshooting for emailing statements.

Here's how you can reach them:

1. Open QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Select QuickBooks Desktop Help. 
4. Enter your concern, then hit Continue.
5. Choose Get a callback. 

Additionally, I recommend visiting the following article to know more about how to set up Outlook or secure webmail in QuickBooks: Connect your email to QuickBooks Desktop.

Please know that you can reach out to me anytime you need assistance with emailing transactions in QuickBooks. Take care.

Good day,

Thank you for your reply. This is a massive frustration. I have not been able to email statements to customers. The invoices send with no problem. I have tried tool repair kit, installing updates, clear caches, re setup emails. Nothing works. I have requested call backs, no one phones back. I have tried live community, then I get an error code ‘script error’. Can someone please email me with a solution. As I read on previous customers this is not an isolated problem?

Regards

Inanda

hI THERE

I have goone through all the messages and advice and can still not send statements.  other documents is fine to send.  i have even uninstalled and re-installed quickbooks desktop 2019.

Please help.  My Investors and Customers are getting frantically annoyed with  me for not being able to provide statements.