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Carol S1
September 5, 2024
Question

Customer monthly statements

  • September 5, 2024
  • 1 reply
  • 0 views

I have 9 pages of customers but must batch "create statements" for each page. Does QBO only allow customer statements to be created one customer page list at a time? That's very inconvenient and time consuming if that's the case.

1 reply

M
MirriamM
September 5, 2024

Hi, Carol S1.

 

I know how important it is to generate a batch customer statement for all the pages in QuickBooks Online (QBO). At this time, this feature is not currently available, and you can only create multiple statements for your customer for each page.

 

Here at Intuit, our goal is to address the needs of every QuickBooks user worldwide and ensure that you have the best possible experience. I recognize the inconvenience this limitation may have caused. While we are continuously working to enhance your experience with our platform, I suggest submitting this request directly to our product engineers through feedback. Your input helps us enhance the program's features.

 

To send feedback, follow the steps below:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

For the latest and upcoming changes to QuickBooks products, you can visit this link: QuickBooks New Features and Innovations.

 

If you need further assistance, please feel free to comment below, Carol S1. I'm here to address any questions or concerns you may have.

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