QuickBooks HelpQuickBooksHelpIntuit

Billing statement hub in QuickBooks Desktop for Mac

by Intuit Updated 3 years ago

Learn how to use a billing statement in QuickBooks Desktop for Mac.

Use a billing statement to charge your customer regularly. You may find that billing statements serves your needs. You can keep the status of the customer's account at a particular point in time.

About billing statements

Limitations of billing statements

Know the limitations of a billing statement compared with an invoice.

  • You can't record sales tax, percentage discounts, or group items as a separate charge on a billing statement.
  • You can't enter multiple line descriptions of services provided or products sold.
  • You can't group related charges together and subtotal them.
  • You must enter a separate statement charge for each service or product you sell.
  • You can't add a message.
  • You can't customize a statement like adding customized fields, changing the width of columns, or change the order in which columns appear.
QuickBooks Desktop for Mac 2019QuickBooks Desktop for Mac 2020QuickBooks Desktop for Mac 2021

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this