I can send invoice emails but statements cannot be emailed.

Good day, @Gengus.

Can you share with me what specific error message did you get when emailing statements in QuickBooks? 

I would also appreciate it if you could add a screenshot and share the tools that you've used when fixing the error. Any additional info would be very helpful for us to ensure we're on the same page and give you the right solution. 

Please add your details to this thread and will get back to you. Have a good one.

Hi @ReymondO 

I used the QuickBooks Tool Hub (1.6.0.3), have used them before when email did not work and they solved the problem. 

It does not give me an error, when I create a invoice and click email it opens outlook with the attachment. When I create an statement and click email, something flashes quickly on the screen, to quick for me to read and outlook does not open.

please note I am using quickbooks pro 2016 not the online version.

thank you 

Thanks for coming back to us, @Gengus. Let me share some information about QuickBooks Desktop (QBDT).

QBDT has a 3-year support life cycle. It means that updates and online add-on services are no longer available once a version is discontinued. It's the reason why you're unable to email statement.

Moreover, I advise updating Outlook to the most recent version of Microsoft Office 365, as an outdated release may be the root of the issue.

Here's how:

1. Open Outlook, then select the File tab.
2. Select Office Account, then click the About Outlook button.
3. Make sure you see the latest release of build 12527.20242.
4. Click Update Options and then Update Now.

In addition, here's an article about fixing error in case you need it in the future: How to fix "Error: QuickBooks is unable to send your email to Outlook".

I appreciate you for taking the time to visit us here today. I'll be here if you need further help with sending statements in QuickBooks.

Hi @Maybelle_S 

I have already done what you suggested. The weird part is I can email invoices with no problem, just not statements. 

So i thought it might be something to do with the templates.

I'm not sure.

thank you

Steven 

Hi there, Gengus. 

I know some steps to help you send those customer statements via email.

If you did not receive an error message when creating a statement or if the email simply did not send, we'll need to check some details. To generate a statement, ensure that all preferences are properly selected:
 

• The appropriate customer should be selected.
• The customer should have an invoice or sales receipts within the statement period or before the statement date.
• If the desired customer has a zero balance, under the Do not create statements: the box with a zero balance should be unchecked.

For the Template, select the Intuit Standard Statement. If the Create One Statement is blank, choose Per Customer or Per Job from the drop-down. Also, ensure that the customer has a working email address and that all email preferences are set correctly:

1. Go to the Edit tab, then choose Preferences.
2. Select Send Forms.
3. Check if the email address setup is working, then click OK.

Otherwise, if the email still fails, the issue may be an overflow error. Here's what you need to do:

1. Under the, put a check on the box for with a balance less than.
2. Change the input to 0.00
3. Resend the email.

I also recommend checking this article to learn more about the email service configuration: Connect your email to QuickBooks Desktop.

Return to this thread if you need assistance or have additional questions about customer statements. I'd be happy to help. Keep safe and enjoy the rest of your week.

Hallo, was your problem fixed because I'm have the same problem now. Invoice can be send but no statement 

Thanks for chiming in on this thread and sharing your concerns, @Bokihein. 

I want to help you achieve your goal. However, I'd like to ask for more details to ensure we're on the same page. 

Did you encounter this issue in QuickBooks Onlne or QuickBooks Desktop? I'd appreciate it if you could elaborate on more about this so I can lay down the appropriate information.

Click the Reply button to leave a comment below. We'll be right here to answer them for you. Take care.

Hallo, thank you for your time.

It is Desktop QB Pro 2020

Thank you for returning to this thread, @Bokihein. I appreciate your interest in the convenience of emailing invoices. Let me share some information about QuickBooks Desktop (QBDT).

My colleague mentioned that QuickBooks Desktop (QBDT) has a 3-year support life cycle. Once a version is discontinued, updates and online add-on services become unavailable, which prevents sending statements via email.

Here's what you need to know more about this: QuickBooks Desktop service discontinuation policy and upgrade information.

I also recommend checking out this article to learn more about email service configuration: Connect your email to QuickBooks Desktop.

Don't hesitate to return to this thread if you need assistance or have more questions about customer statements. I'm here to assist you. Stay safe, and have a great day!

Thank you for explain again. Problem is QB does not want to create a statement. My customers is receiving invoices - only problem is statements. 

Thank you for getting back to us, @Bokihein.

I would appreciate it if you can explain further about your concern. Are you getting an error?

I also want to clarify if you are getting the issue while creating a statement or trying to send a statement?

Feel free to comment below with your concern for me to provide the best answer to your concern. I'm always here to help. Have a great day.

A very very brief message pops up, unreadable so fast is it 

I have no problem creating a statement, I just cannot send it via my outlook 

Hi Bokihein,

I appreciate you keeping in touch with us here in the Community space. Allow me to chime in and share information about the 2020 version of QuickBooks Desktop.

QuickBooks Desktop 2020 was discontinued and ended last May 31, 2023. Some add-on services, like emailing invoices, may work temporarily for some users, and others may not.

Please note you won't have access to live technical support if you run into problems like sending statements via Outlook. However, I can share some troubleshooting steps you can perform to help fix the issue.

I recommend downloading the last update for 2020 through our website to ensure all fixes are on your system. Here's how:

1. Go to: Downloads & Updates.
2. Choose your version.
3. Hit Get the latest updates.
4. When the install finishes, follow the on-screen instructions.

Once done, update your Outlook app to the latest release. This way, you can check if it's the one causing the problem on your end. You can follow the steps shared by my colleague above.

If you decide to move to QuickBooks Online, you can perform the export process directly within your QuickBooks Desktop program. Here's an article you can check out for additional guidance In migrating data: Prepare your QuickBooks Desktop file for migration to QuickBooks Online.

Drop us a comment if you need more clarification about emailing statements or using discontinued products. We're always available here to help. Have a great day ahead.

Good morning 

The weekend I tried to do as you suggested. I have also uninstalled QB but this error message doesn't go away 

Hello there, @Bokihein. Thanks for the prompt reply and, I appreciate the screenshot you've provide for the error message you've received when updating your QuickBooks Desktop file. Allow me to chime in and share insights about the error message and how you can fix it.

Error 1328 in QuickBooks Desktop typically occurs when there is an issue with the software update or installation process. The error message you provided indicates that there is a problem updating the file "PTC6A5.tmp" in the "C:\Config.Msi" directory. This issue may be caused by various factors, including corrupted installation files, file permissions, or conflicts with other software. To fix this, here's how:

Before proceeding with any troubleshooting steps, it's a good idea to restart your computer. Sometimes, a simple restart can resolve temporary issues.

Then, let's download and install the QuickBooks Tool Hub. Here's how:

1. Close QuickBooks.
2. Download the QuickBooks Tool Hub's most recent version (1.6.0.3). Save the document in a location that's easy to find (like your Downloads folder or your Windows desktop). If you've installed Tool Hub before and can't find which version you have, just click on the Home tab and the version will be displayed at the bottom.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install.
5. When done installing, double-click on the icon on your Windows desktop to open. If you can't find the icon, search for QuickBooks Too Hub on your Windows.

The hub is a launchpad for the tools you’ll use to fix your issue. Each tab has a set of tools to help with different types of problems. For more details, see this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub. This article pertains to the United States but operates similarly in your QuickBooks Desktop (QBDT) file.

Additionally, I'll be sharing these resources that will guide you in connecting your email and add Outlook as an option to send an email if it's missing in QuickBooks Desktop. Please be aware that this is a US-specific article, but it is still applicable and functional in your company file:

• Connect your email to QuickBooks Desktop
• Fix Outlook is missing in send forms preferences

If you require further assistance with your QuickBooks Desktop file, please don't hesitate to let me know by leaving a comment below. I'm here to assist. Stay safe.

Hallo

I have work thrue the article you have send - but no success yet. 

Could Microsoft Edge be a problem?

Windows 11 ?

Outlook is running on 64bid & according to the article is 100% (V2308)

Hope to hear from you soon

Hello, @Bokihein.

I can share some information about resolving the error you're having when sending your invoices. 

After making sure that you've updated the program to the latest release, ensure the email preference is correct since this will affect how you send transactions in QuickBooks.

Here's how:

1. In QuickBooks, select Edit and then select Preferences.
2. Click on Send Forms and choose Web Mail.
3. Set your User Id and Edit.
4. Select Use enhanced security and select OK. We’ll also ask you to sign in to your Intuit account to complete the process.
5. Your Gmail sign-in page will display. Sign in and grant Intuit access.

Refer to this article for more information about checking your app preferences that may be blocking the connection to your Google account: Fix webmail password issues in QuickBooks Desktop.

There are times you'll encounter error messages about the system not being able to connect to the email server or the remote server. In case this happens in the future, I've attached a link on how to fix it: Fix Error: Could not connect to the email server. The articles I've provided above are for the United States but still work in your QuickBooks Desktop (QBDT) file. 

Let me know if you need further help with your invoices. I'm always glad to help in any way I can. Have a wonderful day!

Good day 

I am unable to update QB. It gives these error messages 

I have retried several times 

I also received this message 

I can imagine the hurdle you've been through when trying to fix the errors in QuickBooks Desktop, @Bokihein.

For the error 1328 you've encountered, you'll want to follow the troubleshooting steps provided by my colleague, JoesemM, above.

I also appreciate the new screenshot you've added to get me on the same page. Since you've also encountered the error 1603 while installing the QBDT, we can first download the  QuickBooks Tool Hub as an initial step.

Then, use the QuickBooks Install Diagnostic Tool. Here's how: 

1. Open the QuickBooks Tool Hub.
2. In the tool hub, select Installation Issues.
3. Select QuickBooks Install Diagnostic Tool. Let the tool run. It can take up to 20 minutes.
4. When the tool finishes, restart your computer.

If the issue persists, you can follow Solutions 2-4 in this article: Fix Error 1603 when you install QuickBooks Desktop. 

Although this article is for the US version, the steps are similar to South Africa.

Moreover, I'll add this article again to get different QBDT tools to help fix problems and errors: Fix common problems and errors with the QuickBooks Desktop Tool Hub. This is also a US article but still applicable and functional to your company.

I'm still ready to back you up if you need more help managing your files. I'll keep the thread open so you can comment back.

I'm having exactly the same problem, I can print the statement & preview it, but it will not attach the pdf to a mail.

Everything else works perfectly.

Did you ever find a solution?

It's helpful to know that you can successfully preview and print the statements, Wayne. I'd like to offer some troubleshooting steps to resolve PDF-related issues when attaching files to emails from QuickBooks.

First, ensure that you have the latest version of Adobe Acrobat Reader installed on your computer. This is a good starting point for addressing PDF issues in the program.

Next, reset your temp folders permission by following these steps:

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 select Properties.
4. Select Security.
5. Make sure all usernames and groups in Security have Full Control.

After changing the permissions, email the statement again to see if you can attach it successfully.

Once that's done, test whether you can select the XPS Document Writer when saving transactions. QuickBooks uses components of the XPS Document Writer (a Microsoft Windows product) to save documents as PDFs before emailing them. Here's how:

1. Open Notepad.
2. Type Test. Select File, and then click Print.
3. Select the XPS Document Writer, and choose Print. Note: If you don't see XPS Document Writer as an option, you'll need to allow your computer to print to your XPS printer.
4. Type a filename and save it on your desktop.
5. Go to your desktop and view the XPS document you printed from notepad.

Just in case you can't print to your XPS printer (or an actual printer) outside of QuickBooks on your pc, you'll need to contact your IT professional or Microsoft for help. 

Additionally, you can open this article to see more troubleshooting steps that you might not have tried yet: Fix PDF and Print problems with QuickBooks Desktop.

Feel free to check out these articles for additional resources in case you might need them when sending out transactions from QuickBooks: 

• Fix custom email template issues in QuickBooks Desktop
• Reauthorize QuickBooks Desktop to use Outlook and Gmail

You may notice that the articles I've shared are placed under the USA banner of the QuickBooks Community. However, I want to reassure you that the troubleshooting steps and solutions provided are generally applicable to QuickBooks Desktop users worldwide, regardless of location.

Don't hesitate to return if you encounter any further challenges when emailing forms, generating reports, or with any other aspect of using QuickBooks. We're just a post or reply away, ready to provide prompt and personalized support whenever you need it.

Hi have you fixed your problem as i have had the same issue when i upgrade to QB 2019 PRO recently.

change the region settings on Windows by changing the below

1] Currency - change (,)comma to (.) fullstop or period.

apply and statements can now be emailed.

regards

Mark.