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Create and manage statements

Is there a way to see if a customer opened and viewed their statement?

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QuickBooks Team

Create and manage statements

Greetings, @JR52.


Welcome to the Community space. Let me share some insights on how to create and manage statements in QuickBooks Online.


The option to see if a customer opened and viewed their statement is a great idea if added for future product enhancement of QuickBooks Online.


I’d suggest sharing us your insight and opinion by clicking the Gear icon and selecting Feedback. This way, our product team would know what you liked and what we can improve to make it better.


You can also send your product request via this link: https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-request.

 

For now, you can only see if a customer opened or viewed an invoice sent to them under the Status column in the Transaction List of a customer. 


To know more about customer statements, check out this article: https://quickbooks.intuit.com/community/Income-and-expenses/Create-and-manage-statements/m-p/186219.

Stay in touch if you need anything else. I’ll be here to help. Enjoy your day!

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