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newyorktutor
October 1, 2024
Question

customer statement with open invoices in quickbooks online

  • October 1, 2024
  • 1 reply
  • 0 views

I am looking to create a customer statement that shows - in date order - invoices sent out and payments received in QBO. Similar to what we can create in the desktop version.

I may be repeating myself here.

Thanks

1 reply

I
Irene R
October 1, 2024

Thanks for taking the time to post your concern in the Community, Newyorktutor.

 

You can create a transaction statement for your customer that shows all the transactions in the specified date range of your sent-out invoices and payments received in QuickBooks Online (QBO). Let me help you how to generate this by following the steps below:

 

  1. Log into your QBO account.
  2. Go to Customers, then check the box for the customer you want to make a statement.
  3. Click on the Batch actions dropdown ▼, then choose Create statements.
  4. In the  Statement Type dropdown ▼, select Transaction Statement.
  5. Set the date range from the Date ▼ dropdown.
  6. Check the customer's email address.
  7. Once done, select Save, Save and Close, Save and Send, or Print or Preview.

 

You can refer to this article to learn more about the different types of statements and personalizing them: Create and send customer statements in QuickBooks Online.

 

Allow me to share these resources that can help you get an overview of how your business is running through this feature in QBO:

 

 

Don’t hesitate to return to this thread if you have further queries in creating a statement in QBO, Newyorktutor. I’ll be here to assist you at any time. Have a great day ahead!

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