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Welcome to the Community, accounts375.
Creating customer statements via the mobile app is currently unavailable. You can log into your QuickBooks Online account using the web browser on your phone and access the customer statements from there.
Once signed in, you can follow the steps below to complete the process:
- Click Sales in the left panel and select the Customers tab.
- Choose the Customer name.
- In the Batch actions drop-down ▼, select Create statements.
- In the Statement Type drop-down ▼, select the type of statement you'd like to make:
- Balance Forward: A list of invoices and payments with balance for the date range selected
- Open Item: A list of open, unpaid invoices from the last 365 days
- Transaction Statement: A list of transactions between the selected dates
- Fill in the date fields.
- Select Save, Save and close, Save and send, or Print or Preview.
I'll be sharing the following articles. These will provide you more information on what customer details you can access in the mobile app as well as a chart to easily compare feature availability on supported devices:
Mobile in-product help topics and FAQs.
You know where to find me if you need further assistance with the QuickBooks app, I'll be around to help. Have a great day.
