cancel
Showing results for 
Search instead for 
Did you mean: 
Hi12345
Level 1

Email Addresses not transferring from customer profiles to the Review and Send payment reminders screen in QuickBooks Enterprise Desktop.

We operate on Quickbooks desktop enterprise. I set up automatic payment reminders to customers for overdue invoices. I have set up my customer group but when I go to send the emails, their email addresses are not automatically populating in the send reminders screen. Can someone tell me why this is happening? 

 

Thank you

1 Comment 1
JaeAnnC
QuickBooks Team

Email Addresses not transferring from customer profiles to the Review and Send payment reminders screen in QuickBooks Enterprise Desktop.

I appreciate you reaching out to us, @Hi12345. Let me assist you in performing some troubleshooting steps to ensure your customers' email addresses are populating in the Screen Reminders screen in QuickBooks Desktop (QBDT).

 

If you wish to populate them in the Body of the Send Reminders pagethis option is currently unavailable in the program. Upon checking, the predefined fields are limited to specific company information only.

 

However, if the email addresses aren't auto-populating in the TO field when sending the reminders, it could be a temporary data issue in QBDT. Let's isolate this by opening a sample file and checking if you've encountered the same problem. If it works perfectly, return to your company file and utilize the Verify and Rebuild tool to resolve common data issues. 

 

To verify your company data:

  1. Go to Window and select Close All.
  2. Select File, then Utilities.
  3. Click Verify Data.

 

Here's how to rebuild:

  1. Go to File, select Utilities, and then select Rebuild Data.
  2. Press OK when QBDT asks to make a backup. Choose where to save it and click OK.
  3. Select OK if you get the message Rebuild has completed.

 

Once done, make sure to run the Verify Data tool once again to ensure that there is no further damage.

 

When a customer pays an invoice, it's important to record that payment in QBDT to mark it as closed. Otherwise, it will show as open and unpaid in your reports.

 

Let me know whenever you have any follow-up questions about invoice payment reminders. I'll get back to you as soon as possible to assist you further. Keep safe, and have a great day!

Need to get in touch?

Contact us