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toddglickfield
Level 1

Can I send a statement via text if client has no email?

 
2 Comments 2
BigRedConsulting
Community Champion

Can I send a statement via text if client has no email?

JamaicaA
QuickBooks Team

Can I send a statement via text if client has no email?

You can only send statements via email to ensure the security and confidentiality of the information, toddglickfield. Since your client doesn't have one, I've got a workaround you can consider.

 

Transmitting statements via text message is currently unavailable. Alternatively, you can provide them with a printed copy or discuss it with your client to explore other ways to share. A third-party application can also be an option to mail estimates, invoices, and sales receipts.

 

Here's how:

 

  1. Go to the Apps menu on the left panel.
  2. Select the Find apps tab.
  3. Enter a name or keyword on the search box and filter categories or industries to discover more.

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Additionally, visit this page to scan more apps that integrate with QBO outside the program: QuickBooks App Store.

 

Moreover, check out this article to review, edit, or customize the summaries of outstanding balances or invoices: Create and send customer statements in QuickBooks Online.

 

Furthermore, save these references to document your receivables or handle customers or vendors with open balances:

 

 

If there is anything else I can assist you with statements or if you need help exploring other available choices, please don’t hesitate to let me know. Making your experience seamless and convenient is our goal.

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