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amirtransports
Level 1

How do you email a statement

 
1 Comment 1
MichelleT
Moderator

How do you email a statement

Hi there @ amirtransports,

 

I’ll walk you through emailing your statements.

 

Here’s how:

 

  1. Click the plus (+) icon.
  2. Select Statement.
  3. Choose the Statement Type, Statement Date, and Customer Balance Status.
  4. Select the customer(s).
  5. Click on Save and send.

Here’s an article for more details on how to manage your statements in QuickBooks Online: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-create-and-manage-statements/m-p/....

 

Feel free to reach out to me if you have additional concerns and I’m happy to help.

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