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B
BDavis3
January 12, 2022
Question

Year End Statements

  • January 12, 2022
  • 1 reply
  • 0 views

Hello!

I use QBO for my child care business.  I am looking for a report or statement that I can send to each of my customers(my families) that shows how much they paid in a calendar year for their taxes.  I have tried to contact QBO support through chat and via phone calls with no success.  I was able to do that with older versions I used but need some help with the online version.  Any guidance would be greatly appreciated! 

1 reply

S
ShiellaGraceA
Level 9
January 12, 2022

Thanks for reaching out to us here today, @BDavis3.

 

I'll share the steps on how you can create a customer statement in QBO.

 

Here's how:

  1. Sign in to your account.
  2. Go to +New.
  3. Under Other, choose Statement.
  4. Tap the Statement available tab.
  5. Pick your customer, then select Print or Preview towards the bottom.
  6. Click Print. See the attached screenshot below.

 

 

 

For more information, check out this guide: Create and send customer statements in QuickBooks Online.

 

 

Additionally, you can pull up the Transaction List by Customer report to view customer transactions and balances. See this link for more reports in QBO: Reports included in your QuickBooks Online subscription.

 

Still have questions? Drop them below and I'll be happy to answer them for you. Take care and have a great day ahead.

B
BDavis3Author
January 12, 2022

Thanks much for getting back to me.  That statement is not quite what I'm looking for.  I am looking for a report and/or statement for each individual family showing the total amount they have paid for a specific time frame, in this case last calendar year.    

S
ShiellaGraceA
Level 9
January 12, 2022

Glad to have you back, @BDavis3.

 

I know a report where you can pull up your customer's total sales tax payment. You can use the Sales by Customer Detail report. Then, filter it to show the Tax Amount, Taxable Amount, and a specific customer. Let me guide you how.

 

  1. Go to Reports.
  2. Enter Sales by Customer Detail.
  3. Tap the Customize button. Then, change the Report period.
  4. From the Rows/Columns drop-down, check the boxes next to Tax Amount and Taxable Amount.
  5. From the Filter drop-down, mark the Customer box and select the customer you want to review the transactions.
  6. Click Run report. See the attached images below.

 

 

 

 

 

 

With the above steps, you're able to view your customer's total paid taxes. From there, you can either print or email the list. For details about customizing reports, check out this article: Customize reports in QuickBooks Online.

 

Reach out to me again if you have other concerns with reports or customer transactions. I'm more than willing to answer them for you. Keep safe.

 

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