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When I email a statement to a customer from QuickBooks Online, they receive it as text (see attached). I want it to come through and look like emailed invoices. How do I fix this?
This needs a few clicks for a fix. I'll walk you through the steps on how you can send a customer statement to appear like invoices.
Right after, your statements will only show a summary of the customer's statement, with all the details on the PDF attachment.
Take your customization to the next level. You have the option to import your custom form styles in QuickBooks Online (QBO). Check out this article to learn more: Import custom form styles for invoices or estimates.
Do you need help with anything else? Place a comment below, and I'll take care of it for you,