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jph_electrical
Level 1

How do I send a customer statement from my iPad?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

How do I send a customer statement from my iPad?

I’m happy to see in the Community today, jph_electrical.


Sending a customer statement from an iPad is unavailable at this time. You can consider logging in to your account using a browser and email the transaction from there.


Here’s how:

 

  1. Click the Plus icon at the top and then go to the Other column to choose Statement.  
  2. Under the Recipients List section on the Create Statements page, mark the box of the entry you’re working on.
  3. Once done, scroll down to the lower right to hit the Save and send/Save and close menu.

Here’s an article with an overview of how to customize the transaction and steps to create one: Customer statements.


Additionally, the Compare mobile app features article contains a list of processes you can perform using the mobile application.


If you have any other concerns or additional questions, post a comment below. I’ll jump right back in to help further. Wishing you a good one.