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tirisanoprinters
Level 1

How do i see the statement amount of what i sent to the customer

 
1 Comment 1
MariaSoledadG
QuickBooks Team

How do i see the statement amount of what i sent to the customer

Let me guide you on how you can check the statement amount you've sent to your customer, tirisanoprinters.

 

After you've sent the statement, you can view the details by following the steps provided below:

  1. Go to the Sales menu and select the All sales tab.
  2. Select the Filter ▼ dropdown.
  3. In the Type dropdown, select  Statements.
  4. Select the date range from the Date dropdown.
  5. Select the customers you want to see statements for from the Customer dropdown.

 

You have the option to print the statement in case you want a copy. Also, if you want to customize your statements when sending to your customer, check out this article for more information: Create and send customer statements in QuickBooks Online.

 

Aside from that, for you to know where your business stands, you can run reports in QuickBooks Online (QBO). I've added this article for your guide: Run Reports in QuickBooks Online.

 

Reach out to us if you have questions with statements. The Community is always here to make sure that you are taken care of. Stay safe!