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tiffanyelyse
Level 1

How to create and send a statement of account

 
4 Comments 4
AndréB
Level 7

How to create and send a statement of account

Hey tiffanyelyse,

 

Sending your customers a statement of account is a great way to summarize your business relationship with them, while providing info to make their accounting easier. QuickBooks Self-Employed is focused on the core features needed to run your business and do your taxes. Currently, your best sources of information are found in the Reports tab of your account. For more info on what you can do in QuickBooks Self-Employed, reach out to support through your QB Assistant:

 

On a web browser:

  1. Select Assistant from the top bar.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”

On iOS:

  1. Tap the + button on the dashboard. Then select Ask QB Assistant.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”

On Android:

  1. Tap the chat bubble icon on any page.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”

If QB Assistant is unable to recognize your question, simply type in "talk to a human." 

 

Don't hesitate to reach out! 

YoussefOsama
Level 1

How to create and send a statement of account

Hi i have bought a self employeed online version of quick book and I couldn’t find the statement of account for customers how can i find it

jessicawaterhouse
Level 1

How to create and send a statement of account

I have the same issue! I want to create a statement of unpaid invoices and I don't seem to be able to do this.

 

Did you find out how?

LauraAB
QuickBooks Team

How to create and send a statement of account

Hello jessicawaterhouse,

 

Thanks for joining in on this thread. I can clarify the options when it comes to QuickBooks Self-Employed and customer statements. I know these are an important part of communicating with your customers, and I want to make sure you have the information for how you can go about doing this.

 

As my colleague mentioned in his response, QuickBooks Self-Employed focuses on a few main features: invoicing, expensing, taxes, and mileage. At this time, there isn't an option to send a customer a statement of their open invoices directly from the program. Although my colleague mentioned reports as an alternative, there also isn't a report that will generate these kinds of details either.

 

What I recommend is working with the information in the Invoices tab to manually create statements for your customers outside of QuickBooks Self-Employed. You can use options like a Word doc or there may even be another program out there that can help.

 

I also encourage you to submit feedback for our product development team about this. They review all feedback received and consider it for future updates to the software. Here's how you can leave feedback.

  1. Select the Assistant feature.
  2. Type and enter "feedback" into the chat box.
  3. Follow the prompts to leave feedback.

Another option you can consider if you'd like to work with customer statements through QuickBooks now is to switch to QuickBooks Online. Even the EasyStart plan, which is the most affordable of the QuickBooks Online options, has the option to send a customer statement. To help you decide if this is the right move for you, here are a few pages of information.

Wishing you the best with this! Don't hesitate if you have further questions.

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