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peter124
Level 1

How can I print t a client statement with all transactions for the year or month, etc. Needs to show current balance due

 
1 Comment 1
Erika_K
QuickBooks Team

How can I print t a client statement with all transactions for the year or month, etc. Needs to show current balance due

Hello, @peter124

 

In QuickBooks Online (QBO), we can easily print client statements with a set period and current balance shown. With that, I'm here to help you out. 

 

To create a statement with a specific period. We can follow these steps: 

 

  1. Go to Sales, then select the Customers tab. 
  2. Choose a customer, and under the Action column, click dropdown list
  3. Select Create statement
    Slide1.JPG
  4. From the Start Date and End Date fields, enter your preferred period then select Apply
    Slide2.JPG
  5. Fill out the necessary details. 
  6. Click Save and close

 Presentation3.png


After creating a client's statement, we can now print it. 

Here's how: 

 

  1. Go to the customer with whom you have generated the statement. 
  2. On the Statements tab, choose the statement you want to print and click Print

Presentation2.jpg

For more information, refer to this article: Create and send customer statements in QuickBooks Online

 

I'll also add this article about how you can select specific items you want to buy and the quantity in QBO: Create and send purchase orders in QuickBooks Online

 

If you have more questions about printing your client's statements, please leave a comment below. Have a good day!

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