I am unable to email customer statements, however invoices, estimates and receipts are able to be sent.
I can help you get your customer statements emailed. Before that, here are some troubleshooting steps that we need to go through.
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.
If you're getting an incorrect password 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!
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.
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.
Aside from some troubleshooting provided by my colleague, we can perform another way to resolve this.
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.