How do I print a monthly statement for a customer

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.

1. Click Sales in the left panel and choose Customers.
2. Choose a customer and click the drop-down arrow under Action.
3. Select Create statement.
   
4. Filter the Start and End Date.
5. Hit Print or Preview.
   
6. 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!

Hi, chartford01.

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!

Hi Rose,

How do you customize the actual statement when it prints? My "bill to" addresses are not showing up in my window envelopes.

Thanks!

Tammie

Thanks for reaching out to us, Tammie.

I can help share some insights about customizing your statements when it prints.

For now, the option to customize the actual statements when printing is unavailable in QuickBooks Online. You may consider using a PDF editor instead.

Otherwise, search for a third-party app that lets you customize your statements. You can go to the Apps menu in your QuickBooks Online (QBO) account and browse for apps that integrate with QBO or visit our QuickBooks App Store for additional reference.

Let me also share this article that provides complete details on how you can personalize your forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I'll be right here if you need more help with customizing forms in QBO.

Has there been any update to being able to customize a customer statement.  We need to add the PO Number/Tracking number to the statement.

Thanks

Delona

Let me provide some information customizing customer statement, @Delonaa02.

I recognize how relevant adding the PO Number/Tracking number to the statement to your business is. Currently, this option is unavailable in QuickBooks Online.

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.
   
   

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I also encourage you to visit these resources that will guide you in personalizing your customer statement and sales forms: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Create and send customer statements in QuickBooks Online

As always, don't hesitate to leave a comment below if you have any other questions about customizing customer statement in QuickBooks. I'm here to help always. Take care!