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July 3, 2025
Question

How do I create a new statement?

  • July 3, 2025
  • 1 reply
  • 4 views
No text available

1 reply

QuickBooks Team
July 3, 2025

I'll guide you on how to create a statement, Seesemail.

 

Before we proceed, could you provide more details about your concern or what you aim to achieve? It will help us better address your goals.

 

Meanwhile, if you need to create a customer statement, we can follow the steps below:

 

  1. Select Sales from the left-hand navigation menu and click on Customers.
  2. Click the drop-down arrow under the Action column.
  3. Choose the Create Statement.
  4. Double-check the customer’s email address, Statement Date, and Statement Type.
  5. Select Save and send.

 

I'm also adding this page if you need to create a statement for multiple customers: Create and send customer statements in QuickBooks Online.

 

You'll want to  generate a report  specific to your customers; we can use the Sales by Customer Summary or Sales by Customer Detail.

 

Additionally, I suggest considering our QuickBooks Live Expert Assisted service to enhance your QBO experience. Our dedicated experts are available to offer personalized support tailored to the specific needs of your business.

 

I'll be here if you need more guidance with QBO-related concerns.