I'm thrilled to have you here today, @David.
Great new! Yes, you can generate customer statements inside QuickBooks Online (QBO). You even have the option to send it to your customer inside the program. I'll' gladly write down the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Get paid & pay tab and then choose Customers.
- Select the checkboxes for the customers you want to make statements for.
- In the Batch actions dropdown ▼, select Create statements.
- In the Statement Type dropdown ▼, select the customer statement type:
- Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
- Open Item: Lists all open, unpaid invoices from the last 365 days.
- Transaction Statement: Lists all transactions for the selected date range.
6. Select the dates for the statements and the date range.
7. Review the customer's email addresses.
8. Select Save, Save and close, Save and send, or Print or Preview.
Also, you can check this page if you wish to view or customise the statements: Create and send customer statements in QuickBooks Online.
Moreover, here's an article to help you manage invoice payments from your customers: Record invoice payments in QuickBooks Online.
@David, it's been a pleasure to have you here today. I'd be delighted to assist you again in case you have any additional QuickBooks-related concerns. Stay safe, and have a nice day!
