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C
ComTech1
December 11, 2018
Solved

Can Quickbooks send automatic statements to clients with positive balances?

  • December 11, 2018
  • 4 replies
  • 1 view

We manually create and send statements to clients each month.   This is a tedious process.  Is it possible to automate this so an email is sent automatically the first of each month to all clients with a positive balance?

Best answer by qbteachmt

Tedious?

Customers menu or Home Page.

Create Statements.

Put the Date, such as Today.

Pick the date range, such as Jan 1-Today.

Look on the Right. Select, such as Not for accounts at 0, and Not for accounts under .01.

I then Preview. If I like how it looks, I close the Preview and hit Email.

Pay attention to Preferred Send Method; I also use Customer Type, such as "ACH or not" and that allows me Not to send a statement to someone when I know I control the ACH activity.

4 replies

qbteachmt
qbteachmtAnswer
Level 11
December 11, 2018

Tedious?

Customers menu or Home Page.

Create Statements.

Put the Date, such as Today.

Pick the date range, such as Jan 1-Today.

Look on the Right. Select, such as Not for accounts at 0, and Not for accounts under .01.

I then Preview. If I like how it looks, I close the Preview and hit Email.

Pay attention to Preferred Send Method; I also use Customer Type, such as "ACH or not" and that allows me Not to send a statement to someone when I know I control the ACH activity.

    S
    SoundPerformance
    December 11, 2018
    Enterprise
    Megan-Payorcrm
    Megan-Payorcrm
    December 11, 2018

    There are apps that work with QB desktop and automate statements along with accepting customer payments.

    One such app is - https://appcenter.intuit.com/app/apps/appdetails?shortName=payorcrm&locale=en-US

    PS: I work with the above app company

    M
    marc91215
    January 9, 2019

    qbteachmt

    What is an "Established Community Backer"?

     

    qbteachmt
    qbteachmt
    Level 11
    January 9, 2019

    @marc91215

     

    "qbteachmt

    What is an "Established Community Backer"?"

     

    I have no idea; Intuit has these designations as part of their expectation that this is a Social Networking Platform and that we all are here for fun, not for business. So, in the "old" platform, about a dozen of us "power users" are "badged" as designated All Stars. The Intuit Employees have a Badge and their username has Intuit in it, at the Old Platform for peer user community forum. Now that they are trying to migrate to this Community, an update of their old Social Networking for business owners, they seem to have enabled over a dozen badges: likes, kudos, cheers, ask, ask More, read, share your website, trailblazer, loved, contributor, 7-day streak, 30-day streak, etc. Have you clicked top right on your own Avatar and then go to your Profile page, the top right, see Latest Badges Earned? It seems to be some sort of scavenger hunt process.

     

    Right now, you are an Established Member; see what happens after a bit more participation. I will kudo your reply here, or whatever shows available. Let's see if I can get you some Frequent Flyer Miles!

      qbteachmt
      qbteachmt
      Level 11
      January 9, 2019

      Here, I found a blurb about the old "ownit.com" that is now This Community: "

      App usefulness

      Discussing some of the ways in which QuickBooks apps are helping small business owners, Barber touched on the way that cloud tools are helping to eliminate double-entry of data, along with other inconveniences. While Intuit is still finding ways to have QuickBooks’ apps talk to each other and share data to help business owners, there’s already a clear showing of these tools allowing business owners to spend more time growing the business and less time running the business.

      A highlight of the interview was discussion about Intuit’s Own It network, an online service “where small businesses can connect with each other, ask questions, answer questions and really help move their business forward.”"

       

      And this is the old Forum platform that is going away, integrated here for about a 3-month transition:

      https://community.intuit.com/

        A
        amandamaed
        August 7, 2019
        Hi there! it's not exactly the same but just as effective. I send A/R aging Details automatically through the reports menu. Little bit of a pain to set up but once it's read you can set it and forget it. Plus it's customizable as far as intervals.
          Q
          quickcut
          February 4, 2021

          Hi amandamaed,

          Thanks for your tip, surprised no one followed up with you on this. How do you do it exactly? I looked at ageing detail and it brings up open invoices for a customer but doesn't show the payments or give the ageing summary along the bottom?  Vice versa if you run ageing summary report - you get the ageing but you don't get the transactions ie invoices and payments.  Also couldn't see anyway to automate the process either?

          Would be great if you could elaborate please.

          Mike

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