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lstuut
June 24, 2022
Question

Customer statements

  • June 24, 2022
  • 1 reply
  • 0 views

I apologize now if I am repeating a question already answered, but I haven't found exactly what I am looking for. 

 

I am new to Quickbooks online.  Our last billing program was Quickbooks Pro Desktop 2018.  I am doing billing/invoicing for an attorney who bills a different hourly rate based on the customer.  I don't need all the employee stuff/billable/taxes/time, etc.  I bill per customer.  In Desktop, I could go into statements charges and see ALL charges per the customer and enter time there as well.  What I entered here would be on the statement I sent out to clients and the Court.  I can not figure out how to do that with this new online program. 

 

Can someone tell me how to do? 

 

Thank you.  

1 reply

Adrian_A
Adrian_A
June 24, 2022

Thank you for using QuickBooks Online, 

lstuut.

 

I'm here to help create a customer statement in QuickBooks Online.

 

You can achieve this task by going to the Customers page. Let me guide you through the steps:

 

  1. From the Customers & leads, select Customers.
  2. Locate the customer's name.
  3. Click the drop-down arrow under ACTION.
  4. Select Create statement.

 

Also, if you want to customize the statements before sending or printing them, you may follow these steps:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Sales tab.
  3. Click the edit (pencil) icon on the Statements section.
  4. Select List each transaction as a single line or List each transaction including all detail lines.
  5. Select the Show ageing table at bottom of statement field.
  6. Click Save.

 

I'm just around whenever you have questions with customer statements or other QuickBooks concerns. I'll be around to help you out.

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