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slovtex-btintern
Level 1

How do I get a statement on my mobile app

 
1 REPLY 1
Jovelyn_M
QuickBooks Team

How do I get a statement on my mobile app

Hi there, slovtex. Allow me to make clarifications regarding generating statements in the QuickBooks mobile app.

 

Currently, the feature to get statements using the mobile app is unavailable. However, you can still access this feature by using a web browser on your mobile device or computer.

 

Here's how:

 

  1. Go to Sales, then Customers.
  2. Check the boxes for the customers you want to send statements to.
  3. Choose Create statements from the Action drop-down.
  4. Click Create Statements.
  5. Set the date range and review the customer's email address.
  6. Once done, click Save and send.      

 

For detailed information, you can refer to this article: Create and send customer statements in QuickBooks Online.

                                                                                                      

Additionally, check out this guide for the smooth process of recording customer payments in QBO: Record invoice payments in QuickBooks Online. 

 

We're prepared to assist you in evaluating these options. If you need further details or support about generating a statement in QuickBooks, please don't hesitate to reach out through this communication channel. Thank you for considering this collaboration, and we're looking forward to helping you enhance QuickBooks.

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