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Horizonpool
Level 3

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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.

 

 

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