Thank you for reaching out with your question about entering statement charges in QuickBooks Online, @stackquick. I'd be more than happy to guide you through the process.
Entering statement charges in a straightforward process that allows you to manage your customer transactions efficiently is only available in QuickBooks Desktop. Alternatively, we can enter it as an estimate in QuickBooks Online.
Here's how:
- Click + New, then choose Estimate.
- Select + Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, select +Add new, enter the customer info, and click Save and Close.
- Choose the ▼ dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service, and select Save.
- The default status of a new estimate is “Pending”.
- Once done, click Save.
Otherwise, you may enter this as a line item on your invoice. For more information, please utilize this article: Create invoices in QuickBooks Online.
Should you need a comprehensive list outlining customer overviews encompassing invoices, payments, credits, and balances, you can refer to this source for assistance: Create and send customer statements in QuickBooks Online.
Please feel free to ask any questions or seek clarification on any part of the process if you are confused. Your success in using QuickBooks Online is relevant to us, and I'm here to assist you at every stage.
