cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
erika25
Level 1

How to send statements with mobile app?

 
1 Comment 1
LeizylM
QuickBooks Team

How to send statements with mobile app?

Good to see you here, 

 

I can share some information about sending customer statements in QuickBooks Mobile App.

 

At this time, being able to send a statement to your customers through the QuickBooks Online mobile app is unavailable. However, to get your work done, you may log in to your account using a browser, and​​​​​​​ process and send the statements from there.

 

Here's how:

 

  1. Go to the Sales or Invoicing menu and click Customers.
  2. Select the checkboxes for the customer or customers you want to make statements for.
  3. In the Batch actions drop-down, choose to Create Statements.
  4. In the Statement Type drop-down, click the type of statement you'd like to make.
  5. Fill in the date fields and select Apply.
  6. Hit Save, Save and Close, Save and send, or Print or Preview.

 

Here's an article you can open to know more about creating and sending customer statements in QuickBooks Online.

 

If you have any other questions about sending statements to customers, please let me know by adding a comment below. I'm always here to help. Have a good one!