How to Email Statements in QuickBooks Online Without Adobe

Sending customer statements is an essential part of maintaining accurate records and ensuring your customers are aware of their balances. However, many QuickBooks Online (QBO) users face difficulties when trying to send statements due to Adobe PDF issues or compatibility problems. If you’re struggling with how to email statements in QuickBooks Online without relying on Adobe, you’ve come to the right place.

In this guide, we’ll show you how to send statements in QBO without Adobe, troubleshoot common problems, and even provide an easy-to-follow tutorial for emailing invoices and statements directly from QuickBooks Online.

Why Avoid Adobe When Sending Statements?

Sending QuickBooks Online invoices and statements is simple, but many users face challenges when Adobe PDF gets in the way. Here’s why you might want to send your statements without Adobe:

1. Compatibility Issues: Adobe may not open correctly for all users, leading to failed emails or attachments that won’t display properly.
2. File Size: PDF files can sometimes be large, causing delays in sending or even preventing the email from being delivered.
3. Convenience: Avoiding Adobe means you can email statements directly in formats that are often more compatible, such as HTML or within the email body, bypassing the need for PDF attachments.
4. Simplified Workflow: By emailing statements directly from QuickBooks Online (QBO), you remove an extra layer of complexity.

Let’s now go step-by-step through the process of emailing statements directly in QuickBooks Online without using Adobe.

Also Read: How to Upload Invoices in QuickBooks Online (Even After Recent Platform Updates)

Step-by-Step Guide to Email Statements in QuickBooks Online Without Adobe

Step 1: Prepare Your QuickBooks Online Account

Before you can email customer statements in QBO, ensure that your QuickBooks account is properly set up to handle emails directly.

1. Log in to QuickBooks Online: Start by logging into your QBO account.
2. Access Company Settings: Click on the Gear Icon at the top-right of your dashboard, then select Account and Settings.
3. Navigate to the Sales Tab: Under Sales, click Edit to adjust your email settings.
4. Check Your Email Setup: Ensure that the email address for your business is correctly entered and that your email preferences are aligned with your company’s needs. Confirm that emailing invoices and statements is enabled.

Once your settings are configured, you’re ready to proceed.

Step 2: Open the Statements Menu in QuickBooks Online

To send a statement directly from QBO without Adobe, you need to access the statement menu:

1. Go to the Sales Tab: On the left-hand menu, click on Sales and then select Customers.
2. Choose the Customer for the Statement: Find the customer whose statement you want to send. You can search by name or account.
3. Click on the “Create Statement” Button: Select the Create Statement option on the top-right of the customer’s profile. You can choose between a Balance Forward Statement or an Open Item Statement depending on your needs.

Note: You can also batch email multiple statements to customers by selecting multiple customers from the list.

Step 3: Email the Statement Without Adobe PDF

Here’s where the magic happens—you no longer need Adobe to send your QuickBooks Online email statements directly:

1. After creating the statement, click on Email.
2. In the Email Statement window, ensure that the Email Format is set to HTML instead of PDF. This will allow the statement to be sent directly in the email body or as a clickable link, without attaching a PDF.
3. Customize your email message if needed. You can personalize it with your company’s signature or a note to your customer.
4. Hit Send and the statement will be emailed to the customer without requiring Adobe or any PDF attachment.

Tip: If your customer prefers PDF attachments, ensure that they are set to receive PDFs in the email settings by default. However, if the aim is to avoid Adobe, sending it via HTML email is your best bet.

Also Read:How to Change Your Legal Company Name in QuickBooks Online Payroll Without Errors

Troubleshooting Common Issues When Emailing Statements in QuickBooks Online

Even with a streamlined workflow, there may be times when you run into issues emailing statements. Here are some common problems and how to fix them:

Problem 1: QBO Statements Not Sending via Email

If your statements aren’t being sent, there are several potential causes:

• Email Settings: Ensure your business email is properly configured in QuickBooks Online under the Account and Settings section. If the email address is incorrect or inactive, statements won’t be delivered.
• Customer Email Settings: Verify that your customer has a valid email address in their profile and that it’s entered correctly.
• Check Internet Connection: A weak or intermittent internet connection can prevent emails from sending. Make sure you’re connected to a stable network.

Problem 2: QuickBooks Online Emailing Statements Problem

If you see an error or QuickBooks refuses to email statements, try the following:

• Clear Your Browser Cache: Sometimes, browser cookies or cache can affect your QuickBooks functionality. Clearing your browser history or using a different browser might resolve the issue.
• Ensure Your Email Preferences Are Correct: Go to Settings → Account and Settings → Sales, and double-check that email preferences are set to Send as HTML or direct link.
• Check for System Updates: Ensure that QuickBooks Online is up to date. QuickBooks often rolls out updates that can resolve any software bugs related to email functionality.

Step 4: Alternative Ways to Send Statements Without Adobe

In case you want to email QuickBooks Online statements without PDFs, there are alternative methods to consider:

1. Use QBO Direct Links: When you create a statement, you can use QBO’s direct link functionality, where the statement is emailed as a clickable link that opens the statement online, bypassing the need for Adobe or PDF attachments.
2. Export Statements to Excel/CSV: Another workaround is exporting your customer statements as an Excel or CSV file and manually emailing the file to the customer. This is especially helpful for large volumes of customers or if you want more control over the format.

How to Set Up QuickBooks Online to Avoid Adobe for Emails

To streamline the process of emailing QuickBooks Online invoices and statements without relying on Adobe, here’s a quick guide:

1. Go to Account and Settings: Open Settings (⚙️) → Account and Settings.
2. Sales Preferences: Under the Sales section, scroll down to the Sales Form Content and select the Email section.
3. Email Format: Choose HTML as your preferred format for sending invoices and statements. This will help eliminate the need for Adobe PDF attachments.

Also Read: Missing Invoices in QBO Plus? Here’s How to Locate Them

With this setup, you can ensure a smoother email process when sending QuickBooks Online statements.

Conclusion

Emailing statements in QuickBooks Online without using Adobe can save you time, prevent technical glitches, and streamline your invoicing process. Whether you’re trying to avoid Adobe PDF issues or simply want a more efficient workflow, following the steps outlined in this guide will ensure that your statements are sent directly from QBO in an easy-to-read format.

For further assistance or if you’re experiencing any problems with your QuickBooks Online statement emailing, call 844-753-8012 for personalized support. We can help you resolve any QBO statements not sending or setup issues you might encounter.

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