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khazina-malhi
Level 1

How do I create a statement of account for my customer from the mobile app please?

 
1 REPLY 1
BettyJaneB
QuickBooks Team

How do I create a statement of account for my customer from the mobile app please?

Hi there, @khazina-malhi.

 

I have some information to share with you about creating a statement of account for customers using the QuickBooks Mobile app.

 

Being able to create a statement of account for customers isn't available in the QuickBooks Mobile app. This is because its a simplified version of the QBO application.

 

To achieve your goal, you may access your account using a browser and generate the statement from there. 

 

Here's how:

  1. Go to the Sales menu.
  2. Click on Customers.
  3. Select the customer or customers you want to make statements for.
  4. In the Batch actions drop-down ▼, select Create statements.
  5. In the Statement Type drop-down ▼, select the type of statement you'd like to make.
  6. Fill in the date fields and select Apply.
  7. Select SaveSave and closeSave and send, or Print or Preview.

The following links contain more details about the process including a video tutorial:

Also, I'd like to let you know that our developers are finding ways to improve the product and help you run your business easier. Having that said, I'd recommend checking our QuickBooks Blog to be updated with our latest news and updates.

 

Keep me posted on how these steps work for you. I'd be pleased to provide further assistance. Take care!

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