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davidmatyas
Level 3

Is it possible to automatically send statements to 50 particular customers on a certain day of the month?

I have QuickBooks Enterprise 2024. Is there a way for me to automatically send statements to 50 particular customers on a certain day of the month?

 

Thank you

1 Comment 1
ShyMae
QuickBooks Team

Is it possible to automatically send statements to 50 particular customers on a certain day of the month?

I appreciate you reaching out, David. Currently, QuickBooks Desktop Enterprise 2024 doesn't have a built-in feature to automatically send statements to a group of customers on a specific day.
 
I acknowledge that having this kind of automation would help streamline your workflow. For this reason, I recommend sharing your suggestion with our product engineers.

 

Here's how:

 

  1. Head over to the Help menu, then select the Send Feedback Online option.
  2. Choose the Product Suggestion, and a pop-up window will appear. 
  3. Type your feedback suggestion in the space provided.
  4. Hit the Send Feedback button.

 

In the meantime, I recommend exploring third-party applications to automate this process. You can find a variety of options in our QuickBooks Desktop Marketplace.

 

Please let us know if you have other concerns. We're always here to help. 

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