I recognize how convenient to create and send statements in bulk in QuickBooks Desktop, @Horizonpool. Let me clarify things out on how the feature works.

The warning or error message you received is designed and normally appears when users meet the 4500 thresholds. You may consider generating the statements in smaller chunks or selecting your customers manually to prevent issues.

You can read this article for more insights about handling billing transactions: Create and send customer statements in QuickBooks Desktop.

In case you need articles and tips in the future about managing your company’s data, you can visit our Support page anytime. You can also bookmark our Resource Center. It has free tools and bookkeeping basics to organize your records and ensure they’re accurate.

If there’s anything you need help with besides these statements, you can always get back to this page and add comments. I’ll be here anytime to assist you. Take care!

This is not feasible at all.  I am trying to just go in and and "Create" statements for our customer that have a balance and have email and there preferred send method.  It is not more than 2000 invoices, well below the threshold.  If I were to select "smaller chunks" It would take forever and if you go to select multiple customers which does not show me who has a balance or what their preferred send method.  Also, when I create statements they are all saved in to be sent and can be combined with the invoices that a for each account and sent as one email to the customer.

I have being doing this the same way every month for over 15 years and it has worked perfectly until this past month.  Obviously something was changed by Quickbooks.  It needs to be changed back!!

Still no update on this.  Very frustrating.  It took me most of the day to send my statements, where it should have taken a few minutes.

I have a client having this same problem.

First time they have run statements since upgrading to QB 2023. affects all workstations. 

Small company, generating maybe 100 statements, still get the error. 

Found this thread, and have a client with the same issue.

How were you eventually able to send them? we are getting this error even if we try for a single client. 

This isn't the kind of experience I want you to have when sending statements in QuickBooks Desktop (QBDT), Rlent.

I've conducted research and checked with our engineering team and found out that the investigation has been resolved. 

If may I ask, have you manually selected the 100 customers when printing statements? 

If so, and the issue persists, I suggest running the Verify and Rebuild data tools to fix it. This way, we can verify and resolve your company file's most commonly known data issues. 

Here's how to verify data:

1. Navigate to the File menu.
2. Choose Utilities, then select Verify Data.
3. Click OK when you see the message. QuickBooks detected no problem with your data.
4. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
5. Click Close or View Errors and take note of the specific error message.

Next, here's how to rebuild the data:

1. Go to the File menu.
2. Choose Utilities, then select Rebuild Data.
3. Click OK if you receive a prompt to back up your company file.
4. Click OK when you get the message, Rebuild has completed,  and proceed to the next step.
5. Rerun Rebuild Data to make sure there are no errors.

Additionally, it's possible that it's a temporary issue with QBDT. To resolve this, utilize the QuickBooks Tool Hub. It is a launchpad with a collection of tools to assist with various concerns, such as company file issues.

Here's how to install it:

1. Close QBDT.
2. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub and save the file somewhere you can locate it easily.
3. Open the file (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. Then, double-click on your Windows desktop to open the tool hub.

To learn more, please refer to this link: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

I've added this article to learn more about how to send statements to your customers: Create & send customer statements in QuickBooks Desktop.

If there's anything else I can do to help you with your statements, just let me know and I'd be happy to assist you. 

I only have 27 emails to send and it will not create those, nor will it show a batch to send in the send forms link.  nothing works!  I even tried one customer and Quickbooks Desktop will not create a statement.

I have run all the rebuild and help and try this from the File menu, the help menu and the online support site menu.  My create a statement will not work.  I can send a single invoice and an attachment, but the create invoice will not work, not even one at a time.

Please repair the issue.

Hi there, @dcgreen1.

I appreciate you for joining the thread and providing updates on the results of the troubleshooting steps you've done to resolve the issue when creating a statement. Since the problem persists, I'd suggest contacting our QuickBooks Desktop Support. They have the tools to pull up your account to investigate the root of the problem and why the issue keeps appearing.

To reach them, here's how:

1. Open QuickBooks. 
2. Go to the Help menu at the top.
3. Select QuickBooks Desktop Help. 
4. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
5. Select the way you wish to connect with support.

You can also check out this link for more information on contacting them: Contact QuickBooks Desktop support. And ensure to review their support hours, so you'll know when agents are available.

For future reference, you can read through these articles to learn more about the workflows for tracking your income and expense transactions:

• Get started with customer transaction workflows in QuickBooks Desktop
• Accounts Payable workflows in QuickBooks Desktop

Don't hesitate to comment down below if you have other QuickBooks concerns. I'll be glad to help you more. Have a pleasant day.

No of these "helps" work.  It is an issue that Quickbooks created in the latest update.  It needs to reversed and fixed ASAP.  This is an absolute joke - only it's not funny!  This is beyond frustrating!

None of these "helps" work.  It is an issue that Quickbooks created in the latest update.  It needs to reversed and fixed ASAP.  This is an absolute joke - only it's not funny!  This is beyond frustrating!

This isn't what we want you to experience, @Horizonpool. For things not to work the way they used to be is frustrating and I truly understand what you felt. No worries, I'm here to route you to the best support that can handle this since you've already tried the recommended steps above which I truly appreciate.

Given that the troubleshooting steps provided by my colleagues above didn't work on your end, I'd recommend getting in touch with our Technical Support Team. As much as we want to assist you further here in the Community forum, however, this will be better-taken care of using the necessary tools which only our Technical Support Team has. You can perform screen sharing so they'll be able to see it from your perspective without sacrificing your account's security.

Here's how:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account
5. We'll email you a single-use code. Enter your code and select Continue
6. Select to chat with us or Have us call you.

Be sure to contact them within their business hours so you'll get assisted right away.

Also, you may want to check out this article as your reference to guide you in learning the different ways you can track customer transactions in QBDT: Customer transaction workflows in QuickBooks Desktop.

Please don't hesitate to hit on the Reply button if you need further assistance in managing your customer statements in QuickBooks Desktop. I'll be right here to help you thoroughly. Take care and have a good one.

My client has about 150 statements to print and got the above error today (12/6/23).  They have verified and rebuilt their data.  They also installed all updates and rebooted without success.  Any updates on getting this resolved?

Hello there, @jflynn224.

Thank you for sharing the steps you have already taken, jflynn. To troubleshoot the issue further, let's download QuickBooks Tool Hub and run QuickFix My Program. This tool is designed specifically to fix common errors in QBDT. I also recommend using it in Windows 10, 64-bit, for effective operation. Here's how you can download it.

1. Download the latest version of QuickBooks Tool Hub from 1.6.0.3 and save it in an easily accessible location.
2. Open the file (QuickBooksToolHub.exe).
3. Follow the on-screen steps to install and agree to the terms and conditions.
4. Then, double-click on your Windows desktop to open the tool hub.
5. When the installation completes, click the icon on the Windows desktop to open the tool hub.

After downloading, you can perform a quick repair on your program. Here's how:

1. In your QuickBooks Tool Hub, select Program Problems.
2. Choose Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file.

In addition, I recommend utilizing a helpful tool called QuickBooks Install Diagnostic Tool to troubleshoot any issues you may be experiencing with QBDT. This tool can assist you in identifying and resolving problems with Microsoft components utilized by QBDT, allowing you to run your program seamlessly.

If this issue persists, you can contact our Customer Care Support team to investigate your concern further since they have the necessary tools and expertise to help you.

1. Open your QuickBooks. 
2. Go to Help, choose QuickBooks Desktop Help/ Contact Us.
3. Choose Contact Us. 
4. Give a summary of your issue and click Continue. 
5. Sign in with your Intuit account, select Continue, then Continue with my account. 
6. We'll email you a single-use code, enter it, and hit Continue.
7. You can choose between chat with us or Have us call you. 

For QBDT Pro, Premier, and Plus, you can contact us from M-F from 6 AM to 6 PM. For Enterprise, you can contact us any time, any day.

You can check this article to learn how to send statements to your customers: Create and send customer statements in QuickBooks Desktop.

Hit the reply button if you need further assistance regarding this issue about statements in QBDT. The Community space is always open for you. 

I have seen this same problem, and see Quickbooks support doesn't understand the problem.

You should be able to have over 10,000 customers in your database, and QB should go thru all those customers without getting an error message of their being more than 4500 customers selected for statements. The program should first automatically filter the number of customers down to the number of customers that will actually need statements created, and then generate the statements on that list of customers, which would then help out multiple QB users with this problem. Sure, there could be a limit of 4500 statements maybe to send out, but shouldn't be a limit of 4500 customers selected initially, the limit  should be based on the number of customers that actually has statements to be sent. That's how a good program would work.

I don't think that they do not understand the issue. It just seems as if they just do not care.  It worked perfectly fine with the click of a button to send over 1500 statements for years.  

Now we have to select them and no it literally takes HOURS just to email statements.  Whatever "upgrade" they did was not an improvement, and they need to fix it!!!

Hello there, @Horizonpool. We'll share details about creating and emailing statements inside QuickBooks Desktop (QBDT).

First and foremost, we recognize the importance of generating statements and emailing them in just a few clicks inside the program. Upon checking here on our end, the manual option when creating statements and sending them through email is working by design. If you encountered the same error mentioned in the thread, know you may want to create statements and email them by batch to avoid encountering the issue when managing your customer statements.

On the other hand, if you wish to send a feature request to our Product Development Team to make it easy to manage statements. You can visit this page for further guidelines: How do I submit feedback?

In addition, here are some articles to help you secure a backup copy of your company file and learn more about other troubleshooting steps in case encounter error when using the program:

• Verify and Rebuild Data in QuickBooks Desktop.
• Repair your QuickBooks Desktop for Windows.

Feel free to comment below if you need further managing customer statements or have any additional questions related to QuickBooks. As always, we'll be around to help you out again. Keep safe.

Yes, I have been told several times that emailed statements is "working as it was designed".  However, it is not working for Quickbooks customers in the way that we have used it for over 15 years or in the way that it used to.  When we have customers that want to have their statement emailed, we mark email as their preferred send method.  In the past, we would be able to just click on "create statements" then "Preferred send method - email" - then click on email and they would send.

Now we have to go through and manually choose the ones to send which for us takes hours!!!!.

It may be how it's designed, but it is not an improvement, it is not how it used to be and it is not what your customers want.

This is idiocy. We are trying to print 150 statements out of 13,500 customers, it would be one thing if I could shift click and select A-G but you can only manually select one by one. I’m not going to flip flop through everything one by one to find 150 people in a see of 13000

But you made this program so poorly designed, we can’t even shift click to select 4000 people with two button presses. You want me to either knit pick through all 13,000 customers to find the 150 with statements, or individually click 4500 people. Both are horrible. We got this last week and I 100% regret it. Going to have to do a charge back if you guys won’t refund us. 

If you switched to windows 11 you need to go to the control panel click programs and features, on the left click windows features on and off and then click microsft XPS document writer.  It is not automatically enabled in windows 11.  This worked for us after trying after trying everything else! Good Luck! 

Quickbooks- Why are you ignoring this problem from so many of your customers? Why do we pay for support when you don't provide it or care to fix an issue that has been in place for a year now for so many customers????

Our company has been using this feature for years. Upgraded our quickbooks and the feature stopped working. We cannot individually pick customers to send statements to- that is ridiculous!!!

Every time we call and complain, they "try" to fix the issue and no luck. 

It is obvious quickbooks knows this is a problem and is just ignoring it. That is pretty sad. 

I just encountered this problem as well.  We are on windows 10 and we upgraded to QB2024 a few weeks ago.

We had no problem creating statements until today, 5/2/2024.  I literally ran it last night on 5/1/2024 as I am training a new employee and it worked.  Nothing has changed in those 20 hours but suddenly we got this error.

We have over 9,000 customers and there might be 400 customers that actually carry a balance (or less).

We were using the QB2021 version until recently as they were discontinuing it.  I am in the same boat as everyone else, we have performed this function of printing statements the same way since 2013 and now it is not allowing it to run.

Anyone get something other than the typical cookie cutter response from Intuit?

Thank you for reaching out to the Community, @Sdutton. 

I understand you've been through an ordeal. Don't worry. I'm here to ensure you'll get the assistance you need from the best help available so you can create and send customer statements in QuickBooks Desktop (QBDT).

When you encounter a warning or error message indicating that you have reached the 4500 thresholds, please note that this is an intentional feature designed to ensure the smooth operation of the system. To avoid potential issues, it is recommended to generate statements in smaller chunks or manually select your customers. If you choose to do the latter, here's how to proceed:

1. Go to Customers and select Create Statements.
2. Choose the appropriate A/R account.
   Note: QuickBooks will display the A/R Account field only when your Chart of Accounts contains more than one A/R.

       3. Check the statement date and select the date period of the transactions. You can specify the dates or include all open (unpaid) transactions as of the statement date.

      4. Select the customers you want to print statements for and choose Additional Options.

      5. Choose whether you want to print or e-mail the statements to your customers.

Moreover, if you want to learn the different ways you can track customer transactions in QuickBooks Desktop: Customer transaction workflows in QuickBooks Desktop.

Please don't hesitate to send a reply if there are any additional questions or concerns about handling your customer statement in QuickBooks Desktop. Keep Safe!