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May 21, 2025 2:22 PM UTC
Question

Can I send a statement via text if client has no email?

Original commenter did not share additional details

2 replies

BigRedConsulting
May 21, 2025 3:08 PM UTC
May 21, 2025 3:18 PM UTC

You can only send statements via email to ensure the security and confidentiality of the information, toddglickfield. Since your client doesn't have one, I've got a workaround you can consider.

 

Transmitting statements via text message is currently unavailable. Alternatively, you can provide them with a printed copy or discuss it with your client to explore other ways to share. A third-party application can also be an option to mail estimates, invoices, and sales receipts.

 

Here's how:

 

  1. Go to the Apps menu on the left panel.
  2. Select the Find apps tab.
  3. Enter a name or keyword on the search box and filter categories or industries to discover more.

 

Additionally, visit this page to scan more apps that integrate with QBO outside the program: QuickBooks App Store.

 

Moreover, check out this article to review, edit, or customize the summaries of outstanding balances or invoices: Create and send customer statements in QuickBooks Online.

 

Furthermore, save these references to document your receivables or handle customers or vendors with open balances:

 

 

If there is anything else I can assist you with statements or if you need help exploring other available choices, please don’t hesitate to let me know. Making your experience seamless and convenient is our goal.