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QB Desktop Pro 21. I keep trying to set-up customer reminders. I have the list that shows who's selected, I can see the schedule (which matches company settings under preferences). When I go to Customer: Reminders: Review & Send .... it always produces an empty email list. Someone please help! I have reset this numberous times to see if I made an error. I've even tried creating a statement (w/ wording to be reminders), set defaults on Inv, Reminders, Statements, and still get no result when sending reminder steps.
I can help you resolve the error you're having with your invoice reminder, @Copes1.
There may be some minor data issues with your company file that's why you're having trouble with your invoice reminders. Try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.
Please follow the steps below:
If you still get the same issue, let's try running the QuickBooks File Doctor to fix common issues.
I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.
Here's more information about automated payment reminders for invoices and statements: Create automated payment reminders for invoices and statements.
Check out this article for more information about recording customer payments for invoices and in-person sales: Receive and process payments in QuickBooks Desktop.
I'm always here if you need further help with your invoices or anything else. Just let me know by leaving a reply below. Take care and have a wonderful day!
Thank you so much for the response. I ran through ALL your suggestions and still have nothing populating. I even deleted my groups and schedules just to start over...again. I don't get any issues now with Rebuild or Verify.
When I look at the customer email list after parameters, it shows 30. I set everything to do reminder at 1 day after due date (just for ease in finding the issue here). My company preferences is also set to one day. We are currently 5 days late so it should pull up the 30 to email reminders. Once I go to Customers:Reminders: Review & Send reminders...the screen comes back empty.
At one point I played with the Statement options too and edited as above. Customer list still pulled the 30, but the email screen only listed 5 customers.
I don't understand what is holding this back or what is off? I've been working on this off and on for months now. Each time I start over when it fails and reread all steps to begin again. I can't possibly be getting it wrong every time?!?!?!
Thanks for going through the troubleshooting steps above and for sharing an update with us, @Copes1.
Allow me to provide additional insights on how to get around this issue. Please ensure your QuickBooks Desktop (QBDT) is updated to the latest release. This way, the program is equipped with the newest patches and fixes. Let me show you how.
If the issue persists, I recommend performing a clean install to isolate and fix this issue. This process swiftly fixes company file errors in QBDT. Rest assured this doesn't affect your data.
When everything is in place, you might want to check out these articles for reference. These contain details on how to modify your invoices in QBDT:
I'm all ears if you need more help with your invoices and customer list in QBDT. Keep me in the loop by tagging me in your reply/ Have a good one and more success in your business!
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