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admin371
Level 1

I want to view statements already created. where are they found?

Where do I find statements that have already been created?
1 Comment 1
ShangY
QuickBooks Team

I want to view statements already created. where are they found?

You can find the statements in your bank account or in the customers section of QuickBooks Online (QBO), @admin371.

 

If you’re looking for bank statements, log in to your bank account to view them.

 

However, if you're referring to customer statements, here's how:

 

  1. Navigate to Customers and Leads.
  2. Proceed to the Customers section.
  3. Locate the customer for whom you created the statement and click on their name. 
  4. Select the statement from the list and click to expand it.

 

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For more information, check out this resource: Create and send customer statements in QuickBooks Online.

 

If you wish to print your statements, you can follow these steps:

 

  1. Click the + New button.
  2. Select Statement.
  3. Check the specific statement you wish to print.
  4. Click Print or Preview to review it.
  5. Hit Print and close.

 

If you're referring to something else, click the Reply button below.