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:
- Go to Sales and select Customers (Take me there).
- Select the tick boxes for the customers you wish you send statements to.
- Under Batch Actions, select Create Statement. Make sure that the email addresses for the customers are correct.
- To print or preview, select Print or Preview.
- To email, select Save and Send.
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