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How to create and send Customer Statements [Video]

Below is a short video on how to create and send customer statements in QuickBooks Online.

How to create and send customer statements

To create and send customer statements:

  1. Go to Sales or Invoicing > Customers tab.
  2. Select the tick boxes for the customers you wish you send statements to.
  3. Under Batch Actions, select Create Statement. Make sure that the email addresses for the customers are correct.
  4. To print or preview, click Print or Preview.
  5. To email, click Save and Send.

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