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maplegrove
Level 1

how do i send my monthly statement with the online version

the desktop version let me send statements. not sure how to do this in the online version. it only give instructions to download statements......dont really want to do a 3 step process for something that used to be a one step

1 Comment 1
GianSeth_A
QuickBooks Team

how do i send my monthly statement with the online version

Hey there! Maplegrove. I see you're looking for the easiest way to send monthly customer statements directly from QuickBooks Online (QBO), just as you did in the desktop version.

 

You can definitely send statements to multiple customers at once in the online version, and it's straightforward.

 

Here are the steps to send batch customer statements in QuickBooks Online:
 

  1. First, go to the My Apps menu on the left sidebar.
  2. Next, choose Customer Hub.
  3. Then, select Customers.
  4. After that, select the Name ⬆, then click the Batch actions drop-down to create a statement.

     

    realreal1.png

  5. Right after, choose your Statement Date and the desired range under the Start Date and End Date fields.
  6. Moreover, you'll see a list of your customers. Put a check mark next to the customer names you want to send statements to.

     

    real2.png

  7. Finally, click on the Save and Send button.

 

Now that we've covered sending your statements in QuickBooks Online, if you have any further questions or need additional assistance, please feel free to let us know.

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