Skip to main content

1 reply

JenoP
January 24, 2024

Thank you for your question about sending statements to customers via WhatsApp, karen-osheaaccou. I'd be happy to provide some answers.

 

Sending transactions through WhatsApp is only available for invoices at the moment.

 

For statements, you can create them in the QBO web version. Then, email them to your clients directly from your account. Here is an article with more details on creating and emailing statements: Create And Send Customer Statements In QuickBooks Online.

 

I suggest submitting a feature request to add statements to the WhatsApp integration. You can give feedback and product suggestions to our engineers using the steps in this article: How Do I Submit Feedback?

 

Your feedback is sent directly to the Product Development team for review. This will help them understand what features to consider adding to enhance the QuickBooks Online experience.

 

Let me also share this article for additional reference when giving statements in QBO: Download And Save Sales Forms And Statements In QuickBooks Online.

 

Please feel free to ask follow-up questions or visit us again if you need any additional assistance using QBO for your business, karen-osheaaccou. We're always available to offer help and support whenever needed.