Printing a monthly customer statement is pretty easy, chartford01. Allow me to show you how.
You can print a monthly statement for a customer from the Customers tab in QuickBooks Online. Below are the steps to complete the process.
Click Sales in the left panel and choose Customers.
Choose a customer and click the drop-down arrow under Action.
Select Create statement.
Filter the Start and End Date.
Hit Print or Preview.
Tap the Print button or the printer icon.
You can also access the customer statement from the + New menu and print it from there.
To know more about how statements work in QuickBooks Online, you can refer to this article: Create and send customer statements in QuickBooks Online. It contains information on what options you can include in your customer statements.
I appreciate your time working with us. If there's anything else I can help you with or other QuickBooks concerns, please let me know in the comment section. I'm always here to help. Have a lovely day!
Hope you're doing great. I wanted to see how everything is going about the monthly customer statement you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!