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I’d be happy to walk you through the steps of creating a customer statement in QuickBooks Online (QBO), elisa.
Statements help you send a gentle reminder to your customer regarding their outstanding balances or invoices that will be soon overdue. Thus, you can follow the steps below to create one:
You may want to consider checking out this article to learn more about sending statements to customers: Create and send customer statements in QuickBooks Online.
Should you need help with managing your transactions, please don’t hesitate to post them here or add a reply. Have a good one!
I’d be happy to walk you through the steps of creating a customer statement in QuickBooks Online (QBO), elisa.
Statements help you send a gentle reminder to your customer regarding their outstanding balances or invoices that will be soon overdue. Thus, you can follow the steps below to create one:
You may want to consider checking out this article to learn more about sending statements to customers: Create and send customer statements in QuickBooks Online.
Should you need help with managing your transactions, please don’t hesitate to post them here or add a reply. Have a good one!
Thank you so much for your help. I was able to perform the task based on your instruction.
You’re always welcome, elisa.
I’m glad to hear that you successfully created a statement for your customers by following the steps above. Rest assured that every concern posted in this forum is addressed accordingly.
Please don’t hesitate to come back if you have any QuickBooks-related concerns. Have a good one!
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