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Enter statement charges in QuickBooks

Learn how to create a statement charge in QuickBooks Desktop.

A statement charge allows you to add a line item directly to a customer’s account register. It affects a customer’s balance but it doesn’t require you to send them an invoice.

 

Step 1: Add a statement charge

QuickBooks Desktop for Windows

  1. Go to Customers, then select Enter Statement Charges.
  2. From the Customer:Job  dropdown, select the name of your customer or job.
  3. You can change the date of the statement charge if you need to.
  4. In the Item field, enter the item you use to track this kind of charge.
    Note:  You can change the description or amount of an item if you need to.
  5. Enter the quantity in the Qty field.
  6. Select Record.

QuickBooks Desktop for Mac

  1. Go to Customers, then select Enter Statement Charges.
  2. From the Customer:Job ▼ dropdown, select a customer or job.
  3. You can change the date of the statement charge if you need to.
  4. In the Item field, enter the item you use to track this kind of charge.
  5. Enter the quantity in the Qty field.
  6. You can change or add a description for the item if needed.
  7. If you have more than one A/R account, choose the account you want to use from the Account list.
  8. Select Record.

Learn how to fix an undercharge or an overcharge on a statement.

 Creating statement charges is part of your usual A/R workflow in QuickBooks Desktop.  Learn more about accounts receivable and other customer transaction workflows..

Step 2: Send a statement to your customer

Create a statement to itemize all statement charges, open invoices, credit memos and payments received.

Learn how to create a billing statement in QuickBooks Desktop.

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