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Troubleshooting Tips to fix the QuickBooks statements problems

QuickBooks statements problems

Last Updated on January 29, 2025

Before 2010, users prepared their financial statements manually on the basis of their own QuickBooks data. Intuit became aware of its technical shortcomings and filled it in with the assistance of the QuickBooks Statement Writer update.

It works directly with Microsoft Excel to create financial reports in a very easy and slick way. It is already included in all versions of QuickBooks Enterprise and even QuickBooks Accountant. The user can now also refresh some reports with the actual QuickBooks data and have instant access to the templates, saving time and effort right from the ground up.

But QuickBooks Statement Writer is a bane. One merely fails every time they try to launch the Statement Writer, often encountering problems with Chase statements downloading into QuickBooks, problems with Excel 2010 and QuickBooks Statement Writer, or even QuickBooks email statements problems. This blog will explain in depth today what causes these errors in QuickBooks Statements Writer and how one can easily resolve this issue.

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What are the reasons for the QuickBooks Statement Writer error?

Before you begin the troubleshooting process, let us discuss the causes of the QuickBooks Statement Writer error in detail:

  1. The QuickBooks Statement Writer has not been updated to the newest version.
  2. The user’s Excel version is not compliant with the updated version of the Statement Writer, leading to problems with Excel 2010 and QuickBooks Statement Writer.
  3. QuickBooks does not have proper permission to run the Statement Writer.
  4. QuickBooks Desktop is no longer updated to its new release.
  5. There is a misconfiguration in Windows settings.
    Windows settings
  6. QuickBooks cannot use the data files stored on the host server or external drivers.
  7. The company file contains damaged files.

What are the ways to fix QuickBooks Statement Problems (QSW file problem)?

To Fix the QuickBooks Statement Writer Error (QSW File Issue), follow the given below steps:

Solution 1: Update QuickBooks Statement Writer (QSW)

To fix several issues of the current version of QuickBooks, including QuickBooks email statement problems, update the QuickBooks Statement Writer to the current release:

  1. In QuickBooks software, go to the QuickBooks Statement Writer.
  2. Hit the Help Center option, and now select the Update tab.
    Note: After the current version download and installation process is completed, if the Download/Install prompt appears on the window every time the QSW is opened, press Cancel to go back to the QuickBooks Statement Writer.

Solution 2: Install the Pending QuickBooks Desktop Update

Many outdated versions of QuickBooks should have been kept at least one version behind Microsoft Word or Marine Excel in general whenever they are used with the most current release of the Windows Operating System. To avoid errors like QuickBooks Online statement unexpected problems, perform the following steps manually to update QuickBooks:

  1. Once the company files are closed, exit out of QuickBooks.
  2. Press the Windows key to open the Start menu.
  3. Select QuickBooks and right-click on the QuickBooks icon displayed in the results. 
  4. Then select Run as Administrator, and keep the window No Company Open in view.
    Run QuickBooks as an Administrator
  5. In the Options tab, click on the option, Mark All. Now select Save.
  6. On the Update QuickBooks Desktop Now tab, add a checkmark in the checkbox for Reset Update.
  7. When everything has been done, click Get Updates.
  8. When the updates are downloaded, QuickBooks needs to be restarted, and then click Install Now to install the updates.
  9. Restart the system once the installation is done.

Solution 3: Change the Windows settings

Providing QuickBooks that ease to work conveniently is well accomplished with the element of the Windows Configuration aligning itself with QuickBooks settings. Following are the two-fold guidelines to effect that change:

  1. See some specific language codes like JP or EN on the system tray.
  2. If there are none, it means that the regional setting is correct. In the presence of one, it means you must set it to either Canadian English or the United States.
  3. To make the change, access the particular run command by pressing the Windows + R key.
  4. Enter Control Panel, then hit Enter.
  5. Click Clock and Language and Region. Then click Change Location.
  6. State United States/Canada in the Home Location tab.
  7. In the Administrative tab, select Change System Locale, and choose Now, English (Canada/United States).
  8. Click Apply and select OK.
  9. Now restart the computer.

If you are using Windows 7, follow these steps to make changes in User Settings:

  1. For the same run commands as the above steps, open the Control Panel.
  2. Select the User Account tab. Press on User Accounts (classic view). 
  3. You need to select the Change User Account control setting. Now, hit in case you are prompted by User Account Control (UAC).
    Change User Account control setting
  4. Turn off UAC by moving the slider to the position Never Notify and hit OK.
  5. Turn on UAC again by moving the slider back to Always Notify and click OK.
  6. Click on the QuickBooks icon on the Windows desktop. Right-click on it.
  7. Now select Properties and go to the tab for Compatibility.
  8. Just ensure that the boxes are clean, and repeat the two last steps for the Excel program.
  9. Turn on and reboot your PC.

Solution 4: Locally Use the QSW Data File

QuickBooks Statement Writer will not work properly if the.QSM file is not available. Reading such a connection issue, one can copy the data file stored on a specific server and paste it onto the local workstation to avoid issues like a reconciliation problem two statements ago with Quickbooks.

Solution 5: Ensure the Microsoft Excel version is compatible with QSW

There can be compatibility issues between Microsoft Excel and QuickBooks Statement Writer because Excel from versions 2007, 2010 (32-bit), and 2013 are the versions of Excel that run on QuickBooks Statement Writer 2014 and its future releases.

Here are the steps stated below to check what version of Excel is installed:

  1. Head to Excel, then Account.
  2. Check if the version number in the Product Information tab is all right.
  3. For all details (bit version), hit on About Excel.

Solution 6: Run the QuickBooks Statement Writer Diagnostics

Any issue with the Statement Writer utility in QuickBooks can be fixed with the QuickBooks diagnostic tool, which can also be found in your application software. Here are the steps to run the diagnostic:

  1. Start the QuickBooks and then, from it, access the QuickBooks Statement Writer.
  2. On the statement writer’s welcome page, press on Preferences and Formats. 
  3. Choose Run Diagnostics Now. Then, follow the wizard steps to fix any issues listed.

Solution 7: Reset the QuickBooks Statement Writer permissions

If the user cannot open the QuickBooks Statement Writer, resetting permissions may help fix any issues with the QuickBooks configuration:

  1. Open QuickBooks and select the Edit menu.
  2. Select Preferences and click on the integrated applications tab on the left.
  3. In the company preferences tab, select the QuickBooks Statement Writer.
  4. Click on Remove and then exit QuickBooks.
  5. Now again, open Quickbooks and run the particular Statement Writer to check if the error has gone or not.

Solution 8: Perform the edits, Particularly in the QBDSK.INI File

The opening of QuickBooks Statement Writer might fail due to issues arising when initializing the particular function. Follow the steps given below to make the required changes in the .ini file:

  1. Open My Computer and double-click on C Drive.
    C Drive
  2. Go to the Program Data folder and then open the Intuit folder.
  3. In the QuickBooks folder, right-click on the particular QBDSK.INI file.
  4. Select Open with, and then choose Notepad.
  5. Insert the following instructions in the mentioned text file:
    [Log}
    Level=verbose
    UnlimitedSize=Y
    [Parser]
    DumpRequestData=Y
    SdkAccelerator=N
  6. After the addition, please click on File followed by Save and then open QuickBooks to see if the error has vanished.

Solution 9: Verify the Reasons for the Problem from the QSW Log file

A .log file on your computer is in charge of logging all the various activities occurring within the software application. We can use this file to control the cause of QuickBooks statements problems and fix them through proper troubleshooting methods:

  1. Close QuickBooks. Now open My Computer. 
  2. Make your way to the C Drive and click twice on the Program Data folder.
  3. Open the Statement Writer folder in the Intuit folder after you have changed Windows settings to show the hidden files and folders.
  4. Select the isw_XXXX.log file.

Your latest issues and activities will be shown at the bottom of the text file.

Solution 10: Use the Verify and Rebuild Utility

If nothing else works, it could be that your data file is corrupt already. That being said, run the Verify and Rebuild Data Utility on your QuickBooks to address the specific damaged company file. But before doing anything, change the program into the single-user mode in case it is flowing in the multiuser mode, and then take a backup of the data file for any sort of prevention against unforeseen negative instances:

  1. Open QuickBooks. Now verify data through the File menu.
  2. Click on Utilities and Verify Data.
  3. Tap OK, and the process is complete. You need not rebuild data.
  4. If this process fails at all, QuickBooks will also prompt you to rebuild the data.
  5. Now, select Utilities in the File menu.
  6. Select Rebuild Data and click OK when that is completed.
  7. Now reboot the computer so the QuickBooks data will refresh.

Conclusion

Finally, we would like to wrap this blog up with some troubleshooting steps for the QuickBooks Statement Writer error. We hope that you have found that the above steps have helped to rid you of the problem. If, however, the error lingers, just reach out to QuickBooks Technical Helpline Number 1.855.738.2784 at any time of the day or night for live .

FAQs

Why don’t accountants like QuickBooks?

Accountants mostly do not like to use QuickBooks because they consider it not user-friendly, quite often lacking several advanced features needed for more complicated accounting aspects. They become frustrated, and inefficiency reigns in whatever they do.

How do I access statements in QuickBooks?

You can view selected statements in QuickBooks, including bank statements, customer statements, and processing statements.

What three types of customer statements can QuickBooks generate?

QuickBooks generates three types of customer statements:
Balance Forward: Shows invoices and payments that contributed to an open balance for a certain date range.
Open Item: Shows all open, unpaid invoices for the last 365 days.
Transaction Statement: Shows all transactions that fall within a specific date range.
Business concerns send statements to customers as reminders of due dates and outstanding balances.

Does QuickBooks show financial statements?

Yes, QuickBooks includes the generation of financial statements like balance sheets, profit and loss statements, and cash flow statements, thus enabling users to get reports within the software on the financial status of their business. You can find them in QuickBooks under “Reports.”