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anele-malumo
Level 1

Can I convert the quick books customer statement to excel?

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Can I convert the quick books customer statement to excel?

Good to have you here, anele-malumo.

 

The option to convert customer statements into Excel is unavailable. However, you can run the Statement List report to export it to Excel.

 

If you'll want to have a copy of the customer's statement, you can save it as a PDF file on your computer.

 

Here's how:

 

  1. In the Statements transaction, click Print or Preview at the bottom.
  2. Click the Print button.
  3. Click the Change tab under the Destination section.
  4. Choose Save as PDF.
  5. Click Save.

For more details about Statements, you can check out this article: Create customer statements.

 

I have a link here where you can find articles about managing customers and income in QuickBooks Online (QBO): https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/manage-customers-and....

 

Please click the Reply button if you need anything else in QBO. I'm always here to help.