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January 28, 2020
Question

How to get year end statement for clients?

  • January 28, 2020
  • 1 reply
  • 4 views
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1 reply

Lily_Kristine
Moderator
January 28, 2020

Thank you for coming to the Community for help, @addiebryant110.

 

To get your year-end statements, it's good to ensure first the up to date balances as well as the billing and payments of your client base. 

 

Here's how to check your client's account balances: 

 

  1. Select Reports.
  2. In the search bar, enter Accounts Receivable Aging Summary or Accounts Receivable Aging Detail and select the report you want to review. These reports are available in QuickBooks Online Advanced, QuickBooks Online Essentials and Plus only.
  3. Review the report to identify customers with outstanding balances.

Once you identify outstanding balances, you can send statements to the customers. Here's how:

 

  1. Select Sales, then select Customers.
  2. Locate the customer you want to send a statement to.
  3. From the Action column drop-down menu, select Create statement.
  4. In the Create Statements window, select Print and Preview to print the statement, or select Save and send to create and preview an email to send with the statement to the customer.

You can also refer to this article for more information: Create and view customer statements.

 

Here's an additional guide for the year-end tasks: Year-end guide and checklist.

 

Please reach out to me if you need assistance performing the steps above. I'm here to keep helping. Have a great day!