I am wanting to setup there our statements are sent our automatically each month with QuickBooks Online. I have figured out how to send out reoccurring invoices and reminders just not how to automatically run statements.
Hello there, @BeckyYWP.
Thanks for taking the time to reach out to us. Allow me to address your concern, so let me get this straightened out.
QuickBooks Online does not currently support the creation of recurring customer statements. We do, however, have a workaround! You can create a customer statement for open invoices in QuickBooks Online (QBO).
For information about creating a statement in QBO, please browse this article: Create and view customer statements.
To learn more about how to set up recurring transactions, add templates, and other related topics in QBO, check this article: Create recurring transactions.
You may also want to review your statement. You can check this article for more information: Create Automated Payment Reminders for Invoices and Statements.
Know that I'm just a post away if you have any other questions in QuickBooks. It'll always be my pleasure to help. Have a great day ahead.
You are welcome! That is a great question! Currently, QuickBooks Online doesn't have the ability to create recurring customer statements. However, we do have a workaround! You can create memorized Accounts Receivable (A/R) reports with scheduled email reminders for customer statements. Here's how:
That should do it! Please let me know if I can assist you with anything else. I will be happy to help! I hope you have a fantastic day.