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elisa-insideplan
Level 2

Where do I go to create a statement for a customer? I looked through reports and can't find where to go to generate for one customer.

In Desktop version, I would go to customers, then create statement which would allow for single or multiple customers.  
Solved
Best answer April 17, 2023

Best Answers
Anonymous
Not applicable

Where do I go to create a statement for a customer? I looked through reports and can't find where to go to generate for one customer.

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:

 

  1. Go to the Sales menu and select the Customers tab.
  2. Mark the customers you want to send these statements to.
  3. If you're sending this to a single customer, go to the Action column and click the dropdown arrow. Then, select Create statement. Otherwise, select the customers you're sending these statements to and click the Batch actions dropdown, then Create statements.
  4. In the Create Statements window, please select either: Balance ForwardOpen Item, and Transaction Statement type.
  5. Then select the Range of Date when the transactions were initiated.
  6. Review the customer’s email address.
  7. Tap the Print or Preview button to see what it looks like when sent to the customers. Then, click send.

 

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!

View solution in original post

3 Comments 3
Anonymous
Not applicable

Where do I go to create a statement for a customer? I looked through reports and can't find where to go to generate for one customer.

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:

 

  1. Go to the Sales menu and select the Customers tab.
  2. Mark the customers you want to send these statements to.
  3. If you're sending this to a single customer, go to the Action column and click the dropdown arrow. Then, select Create statement. Otherwise, select the customers you're sending these statements to and click the Batch actions dropdown, then Create statements.
  4. In the Create Statements window, please select either: Balance ForwardOpen Item, and Transaction Statement type.
  5. Then select the Range of Date when the transactions were initiated.
  6. Review the customer’s email address.
  7. Tap the Print or Preview button to see what it looks like when sent to the customers. Then, click send.

 

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!

elisa-insideplan
Level 2

Where do I go to create a statement for a customer? I looked through reports and can't find where to go to generate for one customer.

Thank you so much for your help.  I was able to perform the task based on your instruction.

Anonymous
Not applicable

Where do I go to create a statement for a customer? I looked through reports and can't find where to go to generate for one customer.

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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