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kmkazi
Level 1

CUSTOMER STATMENT GENRATE

CUSTOMER STATEMENT GENERATE
1 Comment 1
SarahannC
Moderator

CUSTOMER STATMENT GENRATE

Hello there, @kmkazi.

 

To create or generate a customer statement, you can go directly to the Sales menu.

 

You can follow the steps below to accomplish the process:

 

  1. Go to the Sales menu.
  2. Within the Customers tab, select the checkboxes for the customers you want to make statements for.
  3. Click the Batch actions dropdown arrow. Then, select Create statements.
  4. In the Statement Type dropdown arrow, select the customer statement type.
  5. Select the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Select SaveSave and closeSave and send, or Print or Preview.

 

 QuickBooks can create three types of statements: 

 

  • 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.

 

You can check this article for more details: Create and send customer statements in QuickBooks Online

 

Please let me know if you have more questions. I'm here whenever you need assistance. Take care and stay safe, kmkazi.