Create statement reminders in QuickBooks Mac Plus 2022

Learn how to create statement reminders in QuickBooks Mac Plus 2022 and later.

Statement reminders save you time tracking customers with outstanding balances. Once you set it up, QuickBooks will prompt you when it’s time to email your customers that have open balances. Here’s how to set it up.

Step 1: Create a customer group

You can create customer groups to organize how you want to use your statement reminders. Create one customer group or get more specific with multiple groups.

1. Select Customers, then select Customer Center.
2. Select the arrow ˅ next to the + icon, then select New Group.
3. Enter a group name in Group Name.
4. Select the customer you want to add to the group, then select Add ˃˃.
5. Select OK.

Step 2: Schedule a statement reminder

Once you have your customer group(s) set up, you’re ready to schedule a statement reminder. 

1. Select Customers, then select Payment Reminders.
2. Select Schedule Reminders. You can also select your group in the Customer Center. Then, select Reminders.
3. Select OK to dismiss the dialogue.
4. Select the Action icon. Then, select New Statement Reminder.

Step 3: Set the reminder prompt time

You’ll need to decide when you want a reminder to send your statements. QuickBooks will prompt you to send out your reminders. Make sure to choose a time that works for you. 

1. Select QuickBooks, then Settings.
2. Select Email.
3. Choose the time in the Prompt time field. 

If you don’t want QuickBooks to prompt you for this reminder, uncheck Prompt to send reminders when QuickBooks is running.

When it’s time to send your reminders, select Customers,then Payment Reminders then Review & Send Statement Reminders.

Note: You won’t see your reminder until the day you set it for. For example, 4 days before the due date or 2 days after the due date.