How to record a statement?

You'll have to visit the Sales menu's Customers tab in QuickBooks Online (QBO) to record a statement, @skachhwalverma123. Let me guide you how.

When your customers have outstanding balances or invoices that will soon be overdue, you can send them a statement. This way, they'll get a summary of their invoices, payments, credits, and balances. To do this, here's how:

1. Go to the Sales menu.
2. Select the Customers tab.
3. Find the customer you want to send a statement. Then, click the drop-down arrow under the Action column.
4. Choose the Create statement option.
5. In the Statement Type drop-down, select the customer statement type (i.e., Balance Forward, Open Item, Transaction Statement).
6. Choose the appropriate dates for the statements and the range.
7. Review the customer's email addresses.
8. Select Save, Save and close, Save and send, or Print or Preview.

I've attached a screenshot below that shows the last four steps.

On the other hand, in case the statement you mean is intended for your account's subscription, you'll have to contact our Customer Care team. Since the Community is a public forum, I'd recommend sharing your account details only when contacting our support. This is to verify your account and for the security of your company information.

Also, there are a few customization options for statements in QBO. If you wish to know more about this, you can check out this article: Customize your statements.

I'm adding this article to further guide you in managing your customers and business growth using QBO: QuickBooks Help Articles. It includes topics about data and security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

Let me know if you have other concerns about recording statements or inquiries about managing sales and income transactions in QBO. I'm just around to help. Take care always.