Unable to Email Customer Statements

This did not help as the server settings are correct since I am able to send invoices, estimates, etc.  The only thing I can not email is Customer Statements.

Hello there, MindyP21.

I can see that my colleague has already provided the steps to resolve this. However, we wont stop there, and I want to make sure you get more support to resolve this. I'd encourage you to contact our phone agents to check this further.

Here's how:

1. Open this link: https://help.quickbooks.intuit.com/contact.
2. Choose QuickBooks Desktop, then choose the version.
3. On the Contact Us page, click Running Your Business in QuickBooks, then choose Manage Income & Customers.
4. Click either Get Phone Number or Start a Message. 

Feel free to post anytime in the Community if you have other concerns. We'll be right here to help you out.

I am having the same issue. Tech Support has no clue. All they have me do is reconnect my email account. Was the issue ever resolved if so, what did you do to fix?

Thanks for joining us in this thread, Patla.

Were you able to send your statements after reconnecting? There might have been a connection issue when you were sending them out. This is why you were asked to reconnect your email account in QuickBooks.

if you can't still send your statements, please follow the troubleshooting steps shared in the previous replies. 

Visit us again in the Community if you have other questions. 

No I did all the troubleshooting, upgraded my Quickbooks and as before I can email invoices and estimates but am unable to email statements.

Hello there,

Aside from some troubleshooting provided by my colleague, we can perform another way to resolve this.

Here's how:

1. On your Home tab, click the Statements icon.
2. Under the Template section, click Customize.
3. Select Customize Data Layout.
4. Modify the template, then OK.
5. Go back again to the Template section, this time click the copy of the standard statement.
6. Then, click Email.
7. Review the statement, then click Send.

I'll be around if you need more help. Have a good day!

I went through all you steps and it still will not send my emails.  I even made all my other templates inactive and re-customized a template saved it and it still will not send.  

I have done all the steps again and have made all my other templates inactive and re-customized the statement to send went through all the steps again and checked my emails, send form preferences etc.  and customer statements will still not send.  I am still able to send invoices and estimates.  

Thanks for reaching out to us, @MindyP21.

I appreciate you taking the time to follow all the troubleshooting steps so you can send statements to your customer.

Let's try to turn on the security app feature of your email provider.. This might be the new security process of your email service.

If the same issue persists, I recommend contacting our QuickBooks Desktop Support Team. By doing so, they'll be able to investigate the cause of the issue.

Let me know how the call goes by leaving a comment below. I'm always glad to help whenever you have follow-up questions.

So, still no answers?

I'm stuck as well with this problem, everything can be emailed just fine, except statements. The Send button in the statements' Send Forms window doesn't do anything....

Pretty annoying to do all of that work in gmail, not my vision of streamline....

Let me help you sort this out, @Nicolas Rido.

Here are some of the possible reasons as to why you encounter errors when printing, emailing or saving sales forms in QuickBooks Desktop.

• The email preference is set up incorrectly.
• A damaged QuickBooks installation.
• The email address domain of the admin was blocked.
• Account security settings from your email provider.

To resolve the issue, let’s first download and run the Print & PDF Repair Tool. Here’s how:

1. Download and run the QuickBooks Print and PDF Repair Tool.
2. Once the tool completes, try the .pdf file-related task that originally generated the error.

If the error still persists, let's proceed with resetting your temporary folder's permission.

Here's how:

1. Press the Windows key + R to open the RUN command.
2. Type %TEMP% and press Enter.
3. Right-click an empty area of the temp folder, and choose Properties.
4. Click the Security tab.
5. Ensure all usernames and groups are showing on the Security tab have Full Control.
6. Try saving as PDF again within QuickBooks once permissions have been set to Full Control.

Once completed, try sending statements to your personal email. In the Send Forms window, you can review the statements you want to send and change your email template or message. Once you’re ready, you can click the Send Now button.

If there is any missing information, like an email address, a dialog box will pop up. You’ll need to supply the correct information before you can proceed.

If you continue to get the same result, please check out this article for additional troubleshooting steps: Troubleshoot PDF and Print problems with QuickBooks Desktop.

Also, you use the following reference in resolving unexpected behaviors while navigating in QuickBooks:

• Fix common problems and errors with the QuickBooks Desktop Tool Hub
• Troubleshoot Issues with Printing and .PDF Files

You can always get back to us if you need more help in printing a sales forms in QuickBooks. I'm just a few posts away.

Thanks, but neither the tool nor the security settings (they were already at "Full Control") helped. The "Send" button "clicks" but doesn't process anything...

We don't want you to encounter this inconvenience, @Nicolas Rido.

Since you're still unable to send your customer statements, I'd recommend contacting our Customer Care Support.

From there, someone can create a ticket ID associated with your account to be submitted to our engineers for further investigation about this sudden behavior.

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.

I've got you our Income and Expense articles in case you need some ideas about how you can manage your customer's transaction.

Fill me in if you have further questions. I'm always around if you need any help.

Have always been able to email statements. This message is what appears when I try to email statements.

Invoices can be sent but not statements. Double checked date range, setting and cannot email.

Warning!

"Nothing to print. No statemens were created. There are no outstanding invoices, credit memos, finance charges for the date range or additional options selected."

Hello, @krod2020.

When creating a statement in QuickBooks, let's make sure that your QuickBooks is in its latest release. Updating the release version will help to fix issues like unable to send emails. 

Then, let's check the email preferences if it was set up correctly.

1. At the top menu bar, click Edit.
2. Choose Preferences.
3. Click Send Forms on the left panel.
4. Under My Preferences tab, select the email account you're using.
5. Click Edit.
6. Mark the SSL box, or just select Default.
7. In the Server Name field, make sure the server name matches your email provider's settings. (If you see smtp.mail.yahoo.com for example, change the name intuit.smtp.mail.yahoo.com and click OK.)

If you're still getting the same error message when updating the email preference, please follow steps in this article to resolve it: QuickBooks Will Not Accept my WebMail Password.

Go ahead and email the statement again. 

Please let us know if you have any questions. Thanks! 

Hi,  

Thank you for all of the fantastic support that you have offered to date.

I have investigated these options, but unfortunately the problem still persists on my end.

Would you be prepared to connect to my machine to perform further trouble shooting at all?  I would be most grateful if you would.

My sincere thanks.

Etien [removed].

Thanks for joining the Community space, @NerdOnSite.

Since the issue persists after performing the steps shared by my colleagues above, I recommend contacting our Customer Support Team. This way, one of our live agents can look into your account in a secure space and investigate why you're unable to email customer statements. Ensure to check their support hours to know when agents are available.

Here's how you can reach them:

1. Open QuickBooks Desktop.
2. Go to the Help tab at the top menu bar.
3. Select QuickBooks Desktop Help. 
4. Enter your concern, then hit Continue.
5. Select to chat with us or Have us call you.

Also, you'll want to update your QuickBooks to get the latest release, which may include minor fixes. For more details, see this article: Update QuickBooks Desktop to the latest release.

Additionally, you can customize your email templates to make them more personalized when sending forms to your customers. For complete steps, check out this article: Create custom email templates in QuickBooks Desktop.

Keep me posted on this. I'll be here to provide further help. Keep safe.

WINDOWS 11 DOES NOT AUTOMATICALLY ENABLE MICROSOFT XPS DOCUMENT WRITER... GO TO CONTROL PANEL - PROGRAMS AND FEATURES - ON THE LEFT IT SAYS TURN WINDOWS FEATURES ON AND OFF... CLICK THIS CHECK THE BOX NEXT TO MICROSOFT XPS DOCUMENT WRITER