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hdcomp
July 18, 2022
Question

Create statements from Customer Center (QB Mac 2020)

  • July 18, 2022
  • 1 reply
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I recently upgraded to Quickbooks for Mac 2020 from an older Windows-based Quickbooks.  In my older Windows-based QB, I could create a statement from the Customer Center by right-mouse clicking on the customer and selecting "Statements".  My Mac version does not appear to have this feature, making creating individual statements cumbersome.  Is there a way to achieve this in QB Desktop for Mac 2020?

 

Any help would be greatly appreciated.  Thank you.

1 reply

M
Mich_S
July 18, 2022

I can see you're trying to create statements using QuickBooks Desktop Mac 2020, @hdcomp. I'd like to provide some insights about it and guide you through the process.

 

When preparing statements to send to your customers, you'll have to first make sure to enter statement charges in QuickBooks. That could be the reason why you're unable to see the option to create statements. Here's how to enter charges:

 

  1. Open the Customers menu, then click on Enter Statement Charges.
  2. In the Customer:Job ▼ dropdown, choose a customer or job.
  3. You can edit the date of the statement charge if needed.
  4. Fill in the item you use to track this kind of charge in the Item field.
  5. Type in the quantity in the Qty field.
  6. You can edit or add details for the item if needed.
  7. If you have more than one A/R account, select the account you want to use from the Account list.
  8. Once done, click on Record.

 

After that, you can already proceed to create a statement.

 

Here's a helpful module I'm adding about ways of keeping track of customers' transactions: Get started with customer transaction workflows in QuickBooks Desktop.


Fill me in if you have other concerns with this matter or with QuickBooks in general. I'm always ready to assist. Keep safe!

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