I acknowledge the feeling of being unable to send the customer statement, @robins1962. We can do troubleshooting, such as verifying and rebuilding, to resolve this unexpected behavior. Let me share the steps on achieving this.
These steps will help us identify the root cause of the issue and provide an effective resolution. Here's how:
- Click the Window tab, then select Close All.
- Go to the File menu, and then hit Utilities.
- Choose Verify Data. If you see:
- QuickBooks detected no problems with your data: The data is clean. An error message: We can search for it on our QuickBooks Desktop support site to know how to fix it.
- Your data has lost integrity: Data dais detected. Rebuild your data to fix it.
We'll now rebuild your company data to ensure that it will completely remove the problem. If the issue persists, I suggest contacting our support again to check for a possible solution, as they can pull up your information in a secure environment.
Additionally, I'm providing several resources to help you learn about adding line items directly to a customer's account register and creating automated payment reminders for invoices and statements:
I'm here to assist you with anything you need while generating customer transaction summaries. If you have any questions or face any challenges during the process, please feel free to leave a comment below. Take care.
