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Welcome to the Community, Brett! I'm delighted to see you make your first post! Reviewing financial statements is an excellent strategy for tracking your revenue and business growth. I'll ensure you receive the best solution we have, so you can focus on your business!
There are multiple instances where you might need to generate statements in QuickBooks Online (QBO). If you're looking to create reports, I recommend checking out the Standard Reports tab within the Reports menu. There, you'll find a variety of readily available reports to choose from. To guide you through the process, follow these steps:
- Navigate to the Reports menu and click on the Standard reports tab
- In the Type report name here field, enter Statement.
- Choose from the available reports such as Statement of Cash Flows, Statement of Changes in Equity, or Statement List.
If you're referring to something else, I'd like to fully understand which statements you're interested in viewing. To provide you with the most effective support, I would appreciate some detailed information. This will help me assist you more accurately.
However, if you'd rather speak directly with one of our Live Experts, please follow the steps below to do so:
- Go to the Help (?) menu.
- Select the Assistant tab to get help from the QB assistant, or select the Search tab to enter your question and find Help articles.
- If you choose the Search tab, enter keywords or the topic that best describes your issue and click the Contact Us button.
- Pick Callback as a way to connect with our experts.
Additionally, are you interested in sending your customers friendly and detailed reminders about their upcoming deadlines? If so, take a look at this helpful article: Create and send customer statements in QuickBooks Online.
I'm delighted to have this conversation with you, Brett! If you have any further questions or need additional clarification about statements, just click the Reply button. I'm always ready to assist! Wishing you all the best and a wonderful day ahead!
