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Level 1

Cant see preview of statement?

i can see total balance but not details (like preview)
1 Comment
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QuickBooks Team

Cant see preview of statement?

Hello, 

 

Customer statements are used to show customers a summary of their invoices, payments, credits, and balances. You can create 3 different types of customer statements in QuickBooks Online, depending on your needs. I can see why you'd like to review a preview of your statement before sending it to your customers. I'd be happy to explain how to do this. 

To generate a statement, click the + New icon, then click Statement. You'll see a list of statements, and you can check off the one you'd like to preview/send. Once selected, click Print or Preview at the bottom of the page. This will generate a preview of what the statement looks like for you to review before sending it. This preview will show you all the details, as well as the total balance.

 

Simple as that! Here's more information about statements in QBO:  Create and view customer statements


If you have any other questions, please contact our tech support team

 

Cheers.