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How can i send a customer statement at the end of the month through online QuickBooks

 
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QuickBooks Team

How can i send a customer statement at the end of the month through online QuickBooks

Hello m-aziz,

 

Welcome to the Community. I'd be happy to help with sending a customer statement through QuickBooks Online. 

 

A statement is a good way of letting customers know the status of their account. Here's how to generate a statement for a single customer:

 

  1. Click Sales on the left navigation menu, and choose Customers.
  2. Select the Customer that you'd like to create a statement for.
  3. Click Statement from the New transaction drop-down.
  4. Select the type of statement that you'd like to create.
  5. Choose the Statement Date, Start Date, and End Date.
  6. Click Apply to view the statement.
  7. Select Save and send.

 

I've included a brief video to serve as a demonstration:

 

 

Additionally, I recommend the following article since it contains additional information on this, including how to make statements for multiple customers at once: How to Create and Manage Statements.

 

I'm sure that you'll have the statement sent to your customer in no time. 

 

The Community always has your back, so please don't hesitate to let me know if you need anything. Cheering you to a wonderful start to the new year. 
 

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