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Level 3

Customer Statement in Mobile App

How can I see customer statements from mobile apps?

 

Solved
Best answer January 23, 2020

Best Answers
Highlighted
QuickBooks Team

Customer Statement in Mobile App

Hey there, @towhidctg.

 

Thanks for reaching out to Community. I'm happy to provide insight into your question.

 

As of right now, this is not available in the mobile app. However, you can do this in a browser on your phone by going to https://qbo.intuit.com. Below I've included steps on how to create and view customer statements.

 

To make a customer statement:

 

  1. Go to the Sales or Invoicing menu and click Customers.
  2. Select the checkboxes for the customer or customers you want to make statements for.
  3. In the Batch actions drop-down, choose Create Statements.
  4. In the Statement Type drop-down, click the type of statement you'd like to make.
  5. Fill in the date fields and select Apply.
  6. Hit Save, Save and Close, Save and send, or Print or Preview.

To view:

 

  1. Go to the Sales or Invoicing menu an click All Sales.
  2. Select the Filter drop-down menu. Then, in the Type drop-down, choose Statements.
  3. Hit the Date drop-down, and which option you'd like to use.
  4. Click the Customer drop-down, then All, or the customer you'd like to see statements for.

For more details, you can check out Create and view customer statements.

 

If you have further questions or concerns, you can always reach back out. I'm happy to lend a helping hand. Take care!

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Customer Statement in Mobile App

Hey there, @towhidctg.

 

Thanks for reaching out to Community. I'm happy to provide insight into your question.

 

As of right now, this is not available in the mobile app. However, you can do this in a browser on your phone by going to https://qbo.intuit.com. Below I've included steps on how to create and view customer statements.

 

To make a customer statement:

 

  1. Go to the Sales or Invoicing menu and click Customers.
  2. Select the checkboxes for the customer or customers you want to make statements for.
  3. In the Batch actions drop-down, choose Create Statements.
  4. In the Statement Type drop-down, click the type of statement you'd like to make.
  5. Fill in the date fields and select Apply.
  6. Hit Save, Save and Close, Save and send, or Print or Preview.

To view:

 

  1. Go to the Sales or Invoicing menu an click All Sales.
  2. Select the Filter drop-down menu. Then, in the Type drop-down, choose Statements.
  3. Hit the Date drop-down, and which option you'd like to use.
  4. Click the Customer drop-down, then All, or the customer you'd like to see statements for.

For more details, you can check out Create and view customer statements.

 

If you have further questions or concerns, you can always reach back out. I'm happy to lend a helping hand. Take care!

View solution in original post

Highlighted
Level 1

Customer Statement in Mobile App

When will sending statements via an iPad be available. Is it that complicated to have this built into the IOS system. Doesn’t seem that difficult. 

Highlighted
Moderator

Customer Statement in Mobile App

Hello there, Dkf1960.

 

For now, I cannot tell as to when the customer statement will be added through the iPad. Our software engineers are still looking into this feature as we know that it's ideal for our customers to have it.

 

Rest assured, I'll be sending feedback to them about this one. It might be given a chance to part of the next product updates in the QuickBooks Mobile App. 
 

Please know that we always want to hear from our customers like you, as we based on your feedback in updating the product.  

 

If you have more something to ask, just let me know by adding a comment below. I'm always around to respond as soon as possible. I hope you're good. Take care.

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