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September 5, 2022
Question

I need help to setup statement

  • September 5, 2022
  • 1 reply
  • 0 views

I need help to setup statement

1 reply

MichelleBh
September 5, 2022

I've got you, @dentibus II

 

I'm happy to help you set up the statement in QuickBooks Online. 

 

If you're referring to a customer statement, you can just go to the Customer's profile to set up this one. Let me guide you on how: 

 

  1. Go to the Sales menu on the left side and select Customers
  2. Check the checkboxes for the customers you want to make statements for and pick Create Statements in the Batch actions drop-down. 
  3. Choose a statement type and date range in the field. 
  4. Hit Save and close.

 

In addition, if you want to change the statement text form, go to Account and Settings and make the necessary changes. For your convenience, here are some sample screenshots:

 

For more details, see this link: Create and send customer statements in QuickBooks Online.

 

Please let me know if you're referring to something else in the comments below. I want to assist you in completing your task as soon as possible.

 

Feel free to click this link to know how to automatically or manually send reminders to clients when their invoices are or will soon be late: Send invoice reminders automatically or manually in QuickBooks.

 

Remember that you can always ask me about any topics or other processes within QuickBooks. I'm happy to help you again. Take care.