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Level 1

How do I set up reoccurring statements?

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.

Please help.

3 Comments 3
QuickBooks Team

How do I set up reoccurring 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). 


Here's how:

  1. Go to the Sales tab, then select Customers.
  2. Locate the customers' names, then click the small drop-down arrow under ACTION.
  3. Choose the Create Statement menu.
  4. In the Statement type drop-down, pick Open Item
  5. Click Print or Preview to check the transactions. 
  6. Hit Save and Send


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. 

Level 1

How do I set up reoccurring statements?

Thank you for the help with statements. Is there a way to have statements automatically send out each month like the invoices can?


How do I set up reoccurring statements?

Hello BeckyYWP,


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:


  1. Go to Business overview and select Reports.
  2. Enter Accounts receivable in the search bar, then choose Aging Summary or Aging Detail.
  3. Click Save customization.
  4. Enter the custom report name, then Save.
  5. From the left menu, click Reports, then select the Custom Reports tab.
  6. Choose the report you made from the Action column drop-down arrow and select Edit.
  7. Toggle ON for the set email schedule.
  8. Set your desired recurrence, enter your email address, then Save and close.


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. 





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