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How to create and send Customer Statements [Video]

by Intuit Updated 9 months ago

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 and select Customers (Take me there).
  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, select Print or Preview.
  5. To email, select Save and Send.

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