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Statement

How do I send a statement from my iPhone or iPad to a customer 

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QuickBooks Team

Statement

Hello there, @Graveslawncare.

 

Good to see you here in the QuickBooks Community. Let me help share some insights about sending a statement to a customer. 

 

Currently, there isn't an option to create and sent a statement to a customer using an iPhone or Ipad. However, you can do this by logging into QuickBooks Online using a private browser. 

 

Here's how to create and send customer statements:

  1. Go to: https://qbo.intuit.com/.
  2. Click Sales.
  3. Select Customers tab.
  4. Select the tick boxes for the customers you wish you send statements to. 
  5. Click New Transaction drop-down arrow, select Statement. Make sure that the email addresses for the customers are correct. 
  6. To print or preview, click Print or Preview.
  7. To email, click Save and Send.

For additional reference, you can visit these articles:

This will get you on the right track. Please know that you're always welcome to post if you have any other questions about sending statement. I'll be around to help. 

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