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1 reply

May 2, 2020

Hello there @sunwestern,

 

Let me walk you through on how to send a statement in your QuickBooks Online. Here's how:

 

Create the statement you want to send.

  1. Go to the Sales tab.
  2. Select Customers.
  3. Choose the customer you want to send the statement
  4. On the upper right portion, click the New transaction button.
  5. Select Statement.
  6. Choose the Statement Type. (Balance Forward, Open Item, and Transaction Statement)
  7. Fill out all the information needed.
  8. Enter the email address of the receiver.
  9. Once done, click the drop-down arrow Save and Close and select Save and Send.

You can use these screenshots for your reference.

 

 

I'd also added an article in case you need help pulling up a statement report in your customer.

 

Fill me in if you need more help by leaving a message in the comment section. I'll be around here to help. Have a good one!