EasyBiz Technical Newsletter- March 2015 edition

By Ruaan de Swardt

You may recall we looked at the synergy between Microsoft Outlook and QuickBooks desktop last year (August 14 edition). In this edition, I wish to look at a couple of interesting discoveries we have made since then:

“I cannot even send a single statement (when emailing of Invoices and reports works)”

Clients that upgraded to QuickBooks 2015 may find themselves scratching their heads when it comes to sending statements to their clients. A number of clients have reported that QuickBooks, for some reason or other, stubbornly refuses to send even a single statement.

The problem is mind boggling, especially when users can email Invoices and reports.

The answer is less impressive, but well worth taking note of.

When a client cannot email even a single statement but can email reports and Invoices then chances are they need to change their computer’s regional and language settings to English United Kingdom (Be sure to change currency symbol from £ to R).

This applies to clients that have upgraded to QuickBooks 2015 and are working on Win 8/8.1.

“QuickBooks crashes whenever I try to email multiple statements from QuickBooks 2015”

Unlike the previous issues where clients could not even send a single statement, some clients reported not being able to send multiple statements. This will be fixed in release 6.

 Ref: http://support.intuit.co.uk/quickbooks/en-gb/iq/Statements/Unable-to-email-or-batch-email-customer-statements/SLN44532.html

 

“QuickBooks displays an error or stops responding (hangs or freezes) when sending forms by email”

The problem: QuickBooks may display errors or stops responding when sending forms (such as invoices, estimates, or statements) by email if (i) The form template contains Type 1 (T1) fonts (ii) The form template is damaged or (iii) A conflict exists between QuickBooks and the driver for a multifunction printer.

The answer: The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.

Solution 1:

Edit the form template in QuickBooks to replace Type 1 (T1) fonts with True Type (TT) fonts

  1. Choose Lists > Templates.
  2. Double-click the template name to open the Customization window.
    1. (QuickBooks 2005 and 2006 only) Click the Format 
  3. Select a section of the form in the Change Font For section of the window and click Change font.
  4. Select a True Type font in the Example window. True Type fonts show the letters TT next to the font name.
  5. Click OK.
  6. Repeat steps 4 through 6 for each section of the form.
  7. Click OKto close the customization window.

Solution 2:

Repair a damaged form template

  1. Edit the original template:
    1. Choose Lists > Templates.
    2. Double-click the template name to open the Customization window.
    3. Click the Layout Designer
    4. Drag any text box or field to a new location, and then drag it back to its original location.
    5. Click OK twice to close the Layout Designer and the Customization window.
    6. Send a transaction by email. If the same issue occurs, proceed to the next step.

 

  1. Duplicate the template:
    1. Choose Lists > Templates.
    2. Select the template that is causing the issue.
    3. Click the Templates button and select
    4. Select the correct template type and click
    5. A new template appears in the list with DUP or Copy of in front of the name.
    6. Open the transaction and select the new template from the Template drop-down list.
    7. Save the change and send the transaction by email. If the same issue occurs, proceed to the next step.

 

  1. Create a new template:
    1. Choose Lists > Templates.
    2. Click the Templates button and select
    3. Select the correct template type and click
    4. Customize the new form to match the original template.
    5. Click OK to save the new template.
    6. Open the transaction and select the new template from the Template drop-down list.
    7. Save the change and send the transaction by email.

Solution 3:

Install a different multifunction printer driver

  1. Refer to your printer documentation to install a different, updated, or generic printer driver for your multifunction printer.
  2. Start QuickBooks.
  3. Choose File > Printer Setup.
  4. Click the Form Name drop-down arrow and select the form you want to email.
  5. Click the Printer Name drop-down arrow and select the printer you just installed.
  6. Send a transaction by email.

 

Ref: http://support.quickbooks.intuit.com/support/articles/SLN40459

Sign up for our EasyBiz Newsletter

Stay up to date with the latest payroll & HR trends

Please fill out the form below to receive the trail demo link

Personal Information
Where a party receives any personal information (“PI”) related to the other party, the party who receives the PI, will comply with and have adequate measures in place to ensure that its employees, agents, subsidiaries and representatives comply with the provisions and obligations contained in the Protection of Personal Information Act, No. 4 of 2013. Any PI pertaining to one party which is required by the other party, will only be used by that other party for the purposes of this contract and will not be further processed or disclosed without the written consent of the latter and the recipient of that PI will take all reasonable precautions to preserve the integrity and prevent any corruption or loss, damage or destruction of the PI. If and when the contract is terminated, each party will, save to the extent that it is required to do otherwise by any applicable law, erase or cause to be erased, all PI and all copies of any part of the PI relating to the other party”.

Please fill out the form below to receive the trail demo link

Personal Information
Where a party receives any personal information (“PI”) related to the other party, the party who receives the PI, will comply with and have adequate measures in place to ensure that its employees, agents, subsidiaries and representatives comply with the provisions and obligations contained in the Protection of Personal Information Act, No. 4 of 2013. Any PI pertaining to one party which is required by the other party, will only be used by that other party for the purposes of this contract and will not be further processed or disclosed without the written consent of the latter and the recipient of that PI will take all reasonable precautions to preserve the integrity and prevent any corruption or loss, damage or destruction of the PI. If and when the contract is terminated, each party will, save to the extent that it is required to do otherwise by any applicable law, erase or cause to be erased, all PI and all copies of any part of the PI relating to the other party”.