How do I send a statement to a customer using the QuickBooks app? I don’t think they have this feature on the app?

I’m glad to provide insight about customer statements, Dave.

At this moment, sending a statement to customers using the QuickBooks app is not possible. You can only obtain this feature when you log in to your QuickBooks Online account through a browser. I’ll show you how:

1. Go to the Sales menu and click the Customers tab.
2. Select the checkboxes for the customers you want to make statements for.
3. Select Create statements in the Batch actions dropdown.
   
4. 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.
5. Filter the dates.
6. Press Save and send after.

You check this reference to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online. It also includes instructions to view and customise statements.

If you need more information about our product features, you can always visit our Support page. It gives you a list of topics and video tutorials to help you understand the features, functions, and benefits of QuickBooks.

You can always reach back out if you have other questions or concerns besides sending customer statements. I'm happy to lend a helping hand. Take care!