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darrenpeoples195
Level 1

Hi All When i send statements i have to open pdf to view used to be all detailed how do i change this back please

 
Solved
Best answer December 12, 2019

Best Answers
Mark_R
QuickBooks Team

Hi All When i send statements i have to open pdf to view used to be all detailed how do i change this back please

Welcome to the Community, @darrenpeoples195.

 

Let's go to the Create Statements page so you can open a PDF file when sending statements.

 

Just to clarify, are you trying to send statements from the Sales Transactions page? If so, you won't be able to open a PDF file when sending statements from there.

 

Here's how you can send statements with a PDF file:

 

  1. Click the + New button from the left panel.
  2. Select Statement.1.PNG
  3. In the Create Statements page, go to the Statements available tab.
  4. Choose the recipients you want to send a statement.
  5. Click Save and send.2.PNG
  6. Once done, you'll be prompted to the Send Statement page with a PDF file that shows detailed information.
  7. Hit Send to complete the process.3.PNG

You might want to read this article to learn more about statements: View Customer Statements.

 

Please don't hesitate to leave a comment below if you have any other questions. The Community team and I are always here to help.

View solution in original post

1 Comment 1
Mark_R
QuickBooks Team

Hi All When i send statements i have to open pdf to view used to be all detailed how do i change this back please

Welcome to the Community, @darrenpeoples195.

 

Let's go to the Create Statements page so you can open a PDF file when sending statements.

 

Just to clarify, are you trying to send statements from the Sales Transactions page? If so, you won't be able to open a PDF file when sending statements from there.

 

Here's how you can send statements with a PDF file:

 

  1. Click the + New button from the left panel.
  2. Select Statement.1.PNG
  3. In the Create Statements page, go to the Statements available tab.
  4. Choose the recipients you want to send a statement.
  5. Click Save and send.2.PNG
  6. Once done, you'll be prompted to the Send Statement page with a PDF file that shows detailed information.
  7. Hit Send to complete the process.3.PNG

You might want to read this article to learn more about statements: View Customer Statements.

 

Please don't hesitate to leave a comment below if you have any other questions. The Community team and I are always here to help.

View solution in original post