posted
Hi there, @Kindred Hands.
I'm glad to see you here in QuickBooks.
Currently, the ability to automatically create and send your customer's statements is not yet available in QuickBooks Desktop (QBDT).
I understand the importance of these features in your business. Rest assured, I'll personally send this feedback to our product developers. This way, it might be given a chance to be added to our next product update.
However, the only workaround to create and send a statement to the customer is by creating and sending it manually.
Thought, to send a statement via Collection Center, make sure you enable this feature in the company settings.
- Go to Edit and select Preferences.
- Choose Sales & Customers.
- Click the Company Preferences tab.
- Select the Enable Collections Center to turn on.
- Click OK.
Once activated, you can send the statement to your customer.
As your business continues to grow, you can check and see the new features added and update in QuickBooks, stay tuned to our new blog: The QuickBooks Blog.
I also attach a handy article that helps you to find tips on creating and sending a statement in QuickBooks Desktop: Help articles.
Please get back to me if you need more assistance in sending your customer a monthly statement in QuickBooks.
