How to create an statement for customers from QB online application

We can create a customer statement through QBO in a web browser, as creating a customer statement in the QBO mobile application is unavailable, info2175.

Before we begin, may I ask if you're trying to create a customer statement in the QBO desktop application or the QBO mobile application? Any additional info provided will be much appreciated as this can help us deliver appropriate solutions.

Since we cannot create customer statements in the QBO mobile application, I recommend utilizing the QBO through your mobile device's web browser:

1. Open a web browser on your mobile device.
2. Enter this link: https://qbo.intuit.com.
3. Access your QBO account.
4. Go to Sales, then select Customers.
5. Select the specific customer you want to create a statement.
6. In the Action dropdown, click Create statement.
7. From the Create statements page, choose the Statement type you want to create.
8. Select the appropriate Statement Date.
9. You can click Print or Preview if you want to send a hard copy to your customer. Otherwise, click Save and send.

If you want to create a customer statement in batch, click on the Name box. The Batch action dropdown will appear, and then you can select Create statements.

The process of creating customer statements in the QBO web browser will also apply to the QBO desktop application.

For more details, please see this article: Create and send customer statements in QuickBooks Online.

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You can also run the Sales by Customer Summary report to gain insights into total sales, outstanding balances, and transaction details for each customer.

If you have other queries regarding customer statements data in QuickBooks, you can always return to this forum. We're here to help.