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Ldecaul
Level 2

How do I know if a statement was sent to the customer?

I see teh history of statements created but is there a way to know that they were actually sent to the customer & if so when?
1 Comment 1
Irene R
QuickBooks Team

How do I know if a statement was sent to the customer?

You can use the Audit Log to view your customer statement's status, Ldecaul. Let me help you navigate this feature and fill in information where we can get the statement's details.

In QuickBooks Online (QBO), the Audit Log provides a historical record of actions, detailing when, where, and by whom they were performed. To view an overview of your statement event's timeframe, click the View option.

Here's how:

 

  1. Log into the QBO account.
  2. Go to the Gear Icon, then select Audit Log under Tools.

    odet lag.png

  3. Look for the statement you've created. You can use the Filter buttons to narrow down the display.
  4. Click on the View to show the overall history.


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Audit log.png

 

For more information on configuring the Audit Log, refer to this resource: Use the audit log in QuickBooks Online.

In addition to statements, QBO automates reminders for your customer's due invoices. Consult this article for guidance on setting up and creating them: Send invoice reminders automatically or manually in QuickBooks Online.


Comment below if you have more concerns about your customer statements. Would you like help with other tasks such as processing payments or generating reports? Add the details in your reply, and I'll be at your aid any time.