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DrBobI
Level 1

problem e-mailing statements

I am using QB pro 2020. have been a QB user for 10+ yrs.  I just got a new computer loaded all my data over no problem.  I go today to e-mail statements and when I hit the e-mail button I get a window telling me there is nothing to send.  I can see the statement in preview and print it just fine but it does not see the statement to e-mail   support had no answers except to sign up for newest version of QB and support .  Not going there.  anyone else ever had a similar problem>

 

thanks

Bob

4 Comments 4
GlinetteC
Moderator

problem e-mailing statements

I'm here to help you figure it out and ensure you can email statements in no time, DrBobI.

 

Let's make sure that your QuickBooks Desktop (QBDT) is updated to the latest release. This way, you'll have the recent features and fixes. 

 

Here's how:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Select the Update Now tab. Mark the Reset Update checkbox to clear all previous update downloads.
  3. Select Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.

 

If the issue continues, let's run the Verify/Rebuild tools. This tool scans your company file for issues and fixes them right away. You can follow these easy steps below. 

 

To Verify:

 

  1. Go to the Window menu and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.

 

To Rebuild:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Rebuild Data.

 

Keep me posted if you still have other product concerns or need further assistance troubleshooting unexpected issues in the program. I'll be sure to help.

DrBobI
Level 1

problem e-mailing statements

Thanks for the reply.  I have done all of those things several times and I still get the same message.  It is not an error code just a window opens that says there is no info to e-mail.  the invoice is there and correct  very frustrating.

 

Bob

AlcaeusF
Moderator

problem e-mailing statements

Hello @DrBobI,

 

I would feel the same about the problem with emailing customer statements using the reinstalled program. I'm here to help you fix your QuickBooks Desktop so you can get back on track.

 

I've checked your response and know you've already tried the recommendations of my colleague. However, did you check if the update is successful?

 

Updates include all the maintenance fixes and changes from earlier updates. The latest release version for 2020 is R16.

 

Here's how to check:

 

  1. Open QuickBooks Desktop.
  2. Press the F2 key.
  3. Look for your product name, product number, and license number in the Product Information window.
  4. Look for your release at the end of the product name.This image shows the top section of the Product Information window which lists your product name, release, license number, product number, and other important info.

 

If you need to repeat the update process, I recommend using the web update from our website. This way, we can ensure the update is successful.

 

Here's how:

 

  1. Close QuickBooks.
  2. Go to: QuickBooks Desktop Pro 2020 Update.
  3. Click Get the latest updates.
  4. Open the downloaded file.
  5. Follow the onscreen instructions to run the update.
  6. Close and reopen QuickBooks.

 

Once done, ensure all preferences are appropriately selected to generate a statement. Check out this link for the step-by-step instructions (scroll down to the bottom part): Create a billing statement.

 

In the Desktop version, you can also email sales forms, invoices, and statements individually or as a batch or save them to send. I've attached an article you can visit to learn more about this feature: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

Keep in touch with us regarding the results. We'll check your thread regularly if you need further assistance resolving the issue. Please take care.

DrBobI
Level 1

problem e-mailing statements

Fortunately or unfortunately I have done all of this  and on version 12P with no change in my ability to send statements electronically.  I can print them and scan them to e-mail but not a very elegant solution  Have run repair tool box multiple times too.  any other ideas out there??

 

 

Bob

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