Statements sent to wrong customers.

Let's perform some troubleshooting steps to resolve this emailing issue, aleeper52.

Here are some possible reasons why you've encountered this issue:

• A damaged QuickBooks installation.
• The email preference is set up incorrectly.
• Domain admin was blocked.

To resolve this, let's make sure QuickBooks is updated. This ensures the software has the latest features and fixes. Then, verify the email preferences if set up accurately. I'll show you how.

1. Go to Edit and select Preferences.
2. Click Send Forms on the Preference page.
3. Select the My Preferences tab.
4. On the Send E-mail Using area, you get an option to see the email you set up.
5. Choose Web Mail.
6. Verify if the Email Id and Email Provider and SMTP Server Details are correct.
7. You can select Add to enter new details.
8. Once you're done, click on OK.

I'd also suggest running and customizing the Customer Contact List report. This helps you check if the emails are correct. For your visual reference, I've attached some screenshots below.

You might also want to check this article for future reference: Create Custom Email Templates in QuickBooks Desktop. This provides detailed information in personalizing your templates.

Please come back and keep me posted on your progress in emailing the statements. I'm determined to get this resolved. 

My email preference is currently set up to send from my Outlook account. Is there a benefit to switching to Web Email and would the emails still send from the Outlook email I want them sent from?

The customer emails are definitely correct and I have been sending these statements for a year from this QB file.

Thank you for your help.

Thanks for getting back to us and providing additional information, aleeper52.

There are some factors why you're encountering this issue when emailing customer statements via Outlook. These are due to the following:

• You're using a QuickBooks version that doesn't support Outlook.
• There's an issue with Outlook installation.
• Your profile is not set up in Microsoft Outlook.
• Outlook is not the default email program.
• Your QuickBooks is hosted on the Cloud and your service provider doesn't have Office installed as a hosted application.

To help resolve this issue, let's start by making sure that QuickBooks is updated to the latest release to get the latest available features and fixes. After that, verify if QuickBooks supports your Outlook. To do this, see this article for the detailed guide: Fix Outlook is missing in send forms preferences.

If you have any follow up questions, please let me know. I'm here for you. Have a great day!

I have checked all the settings and this occurs for us occasionally and is super embarrassing. how can we ensure it won't continue without manually emailing each individual customer one by one?

Quickbooks Enterprise Solutions 22.0, multi user, admin user sent on Friday 1/20/23 and there was an error with a few of them so they went to 'send later' however now when I review send forms...all of the ones I sent Friday show up as unsent again...

thanks, Michelle

Hello @MLP217,

Thank you for providing detailed information about your issue. I can help you correct this unusual behavior when sending forms in QuickBooks Desktop.

I recommend you perform some troubleshooting steps to isolate and fix the problem. It would be best to start by updating your QuickBooks to the latest release.

Aside from improving the performance of the software, this process also fixes common and unusual behaviors in the program. Here's how:

1. Click the Help tab in the upper-right corner, then select Update QuickBooks Desktop.
2. Go to the Update Now tab.
3. Select the updates you want to include.
4. Put a checkmark on the box beside Reset Update.
5. Hit Get Updates.

Once updated, let's run the Verify Data and Verify Rebuild tools. These options in QuickBooks will help self-identify data issues within a company file and self-resolve them using Rebuild Data.

To run Verify Data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Data.

Next, please run the Rebuild Data option through these steps:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Rebuild.

After performing the recommendations above, please restart the program. Your QuickBooks should now email forms correctly without any issues.

Also, you can get different QuickBooks Desktop tools to help fix problems and errors in one app. I've attached the article you can use to download the application, which contains steps for the Desktop version: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Drop me a comment below if you continue to experience unusual behavior or if you need assistance sending forms to customers. I'll be happy to help you some more.