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MBSinLA
Level 1

Emailing Statements Problems QB Mac 2020

Three new glitches have just developed with respect to emailing statements.  

 

I select File > Print Statements > Email.  "From" is my business email.  The boxes to "save emails as drafts in email program" and "include text in emails" are both checked

 

Problem 1:  Quickbooks delivers the drafts to my personal email, not my business email.

Problem 2:  Quickbooks delivers two emails for each client, one with the statement attached and one with just the text.  

Problem 3: After changing the email from personal to business and sending it, two copies of the sent email pop up in my drafts folder.

 

By turning off the other mailboxes in Internet Preferences, I was able to direct the statements to the correct Drafts folder... not optimal.  And Quickbooks continued to deliver two emails per client.  And why are two new draft copies replicated after sending?  

 

These are new problems not in evidence last month.  Any help?

5 Comments
Anna S
QuickBooks Team

Emailing Statements Problems QB Mac 2020

Good evening, @MBSinLA.

 

After researching this issue, I can inform you that no one has reported this as an ongoing issue in QuickBooks Desktop for Mac. I recommend running a verify and rebuild to make sure your data isn't corrupted, or your file's not damaged. The steps below will show you how:

 

  1. Click the File menu, hover over Utilities, and choose Verify Data.
  2. If you receive an error message, you can search our support site for instructions on how to fix it.
  3. Then, you'll need to run the rebuild tool by going to file, cruising over Utilities, and selecting Rebuild Data.
  4. Save a back up of your file and press OK.
  5. After the rebuild is complete, push OK.

 

Now you'll want to send the emails again to make sure they're not duplicating. You may find this article helpful in the process: Verify and rebuild data in QuickBooks Desktop for Mac.

 

Just hit the reply button if you need any additional help. Enjoy the rest of your evening.

MBSinLA
Level 1

Emailing Statements Problems QB Mac 2020

Thanks, Anna.  I verified as you suggested and QB found no errors in the data.  

 

I think some of the issues may have to do with Apple Mail.  I changed my GoDaddy business email last month from a POP account to an IMAP account.  I think that now when QB deposits the emails with the statements attached into my Drafts folder, Apple Mail gets confused and duplicates them as they go back and forth to the server.  The duplication doesn't happen with every email -- maybe 90% of them -- so maybe it's a timing issue.  I tried moving the Drafts folder to "On My Mac", but then QB couldn't find the folder and the generated emails never showed up anywhere. 

 

As for the wrong email address showing up in the "From" field, I think that is a legit QB problem, and I have not been able to fix it.

 

Again, thanks for the response.

 

Joesem M
QuickBooks Team

Emailing Statements Problems QB Mac 2020

Thanks for getting back to us, @MBSinLA.

 

Let's set up another email address and make it a default mail to isolate this unexpected behavior. 

 

Here's how;

 

  1. Select QuickBooks, then click Preferences.
  2. Tap the Email icon.
  3. From Send Emails Using, select Custom.
  4. A list of Email Accounts will appear.
  5. Click the + button to add a new account.
  6. Add an account a name, then add the settings from your email provider.
  7. Repeat for any other accounts you’d like to add.

 

Once done, you’ll find the email address listed in the From field then try to send an email again. 

 

However, if the issue persists, I'd suggest contacting our Customer Support Team. They have additional tools to help you further with your concern so you can email your statements.

 

here's how;

 

  1. Go to Help.
  2. Choose QuickBooks Desktop Help.
  3. Click on the Contact us link.
  4. Choose Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Submit.
  7. Click on the Start a Message button.

 

In addition, to make sure somebody from our support team will respond to your request, kindly refer to this article for the different types of support we offer at Intuit and it's availability: Support hours and types

 

For tips on how to set up the system, feel free to read through the user guide to get started.

 

We are always here to help you if you have other concerns. Keep safe always.

MBSinLA
Level 1

Emailing Statements Problems QB Mac 2020

Thanks, Joesem,

 

So, I've plugged in to Other email and tested the sending of the statement and text.  It arrived fine and displaying the correct email address with no duplications.  

 

One of the nice things about using the Apple Mail was that I could review the review the email and statement in Drafts before I send it.  Is there a facility to do that with QB's?  Is there a place to see all emails, or is it client by client from the Client Center?

Maybelle_S
QuickBooks Team

Emailing Statements Problems QB Mac 2020

Thanks for coming back to the Community, @MBSinLA.

 

I appreciate you for sharing your QuickBooks Desktop for Mac emailing statements. The sent email in the customer center isn't available. With that said, I'll personally share this option with our developers. They'll verify this idea and may be added to our future updates.

 

Right now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.

 

Please keep in touch with me here should you need any further assistance regarding the emails. The Community always has your back.

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