Good day, @ndaba-thulamelac. I can help you pull up a report that you need to get the customer statements for your reference.
You can view your customer statements by filtering the Sales menu in your QuickBooks account. This way, you’ll be able to see their summaries of invoices and payments, including other transactions.
In case you want to delete or customise statements, you can refer to this article. Through this, you can take a look at their deadlines.
Another way of checking such information related to customers is by running a Transaction List by Customer Report. You can customise it to show your desired data or transactions. I’ll be glad to show you how:
Kindly update me on how things go by adding another comment below. I want to make sure your report is accurate. I'm always here if you need further guidance about statement transactions for your customers. Have a great day!
I have followed the instructions given by @JamaicaA.
When I go to All Sales then filter, there is no option for Statements.
When I search Reports, there is no Transactions by Customer report.
Is this because I am using QBO Simple Start? Simple Start allows me to send statements, how can I see them?
Thanks for joining this thread, @ValkyrieAnne.
I appreciate you providing details of your concern. I'd be glad to provide some steps on how you can view all your sent statements in QuickBooks Online (QBO).
Yes, you're right that the All Sales tab doesn't have a filter for statements, and you're also unable to view the said report because of your QBO Simple Start version. Please use this article for reference on what reports you can pull up with that subscription: Reports included in your QuickBooks Online subscription.
To answer your query, we can pull up the Statement List report to display all of your sent statements. Let me show you how:
Additionally, you can focus on the details that matter the most to you when you pull up reports in QBO. If you wish to know more about this process, I recommend checking out this article: Customise reports in QuickBooks Online.
Please let me know how these steps work out for you by adding a comment below. I'd be glad to answer if you have any follow-up questions with your statements. Have a wonderful day ahead!
You're most welcome, @ValkyrieAnne.
We appreciate you for taking my colleague's suggestion into consideration. And we're glad to know how useful it is to you about handling statements in QuickBooks Online.
I'm adding this helpful article for future reference: Customise invoices, quotes, and sales receipts in QuickBooks Online. This helps you make some edits on sales forms.
You can always post back if you need any more help regarding this or QuickBooks in general. The Community is available 24/7 to back you up. Have a great rest of the week!