Hi there, milan_italy3-hot.
Thank you for visiting the QuickBooks Community. I'll ensure you'll get a statement in QuickBooks Online by performing the steps below.
Yes, you can get a customer statement of account in QuickBooks Online to show customers summaries of their invoices, payments, credits, and balances. Please know that there are three types of customer statements in QuickBooks; Balance Forward, Open Item, and Transaction Statements.
To start with, you'll have to go to the Customer's section and you'll be able to see the option to make a statement from there.
Here's how to create a customer statement:
- Go to the Get paid & pay menu on the left panel. Then, select Customers (Take me there).
- Choose the checkboxes for the customers you want to make statements for.
- Select Create statements in the Batch actions dropdown arrow.
- From the Statement Type dropdown list, select the customer statement type.
- Choose the dates for the statements and the date range.
- Double check the customer's email addresses.
- Click Save and close or Save and send.
Once done, you can open this article to see steps on how you can view and customise customer statements: Create and send customer statements in QuickBooks Online.
Lastly, you may refer to this article to view details on how you can add, edit, delete, or merge customers in QBO: Add and manage customers in QuickBooks Online.
If there's anything else that I can help you with managing customer statements within QuickBooks Online, don't hesitate to click the Reply button below. I'd be happy to assist you further, milan_italy3-hot. Wishing you the best.
