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Angelyn_T
December 18, 2023

I can show you how to prepare your client's statement of account so they can start processing their payment, ga.

 

QuickBooks Online (QBO) allows you to prepare your customer's statements to notify them of their outstanding balances or invoices that will soon be overdue.

 

To start:

 

  1. Sign in to your QBO account.
  2. Tap on Customers from the Sales menu.
  3. Choose the customer you want to make statements for. 
  4. Click on Create statements from the Batch Actions dropdown menu. 
  5. Review the email address and other information.
  6. Hit on Save and close or Save and send.

 

You can also download the details by choosing Print or Preview, then Download

 

Refer to this article to learn more about creating and managing statements in our system: Create and send customer statements in QuickBooks Online.

 

When you have projects in the future for customers and bill them using progress invoicingadd an account summary to their invoices. It'll help your customers stay informed and understand the cost of their projects.

 

Our doors are open 24/7 for assistance. Please notify me by leaving a comment below if you have any follow-up questions while working with your customer's statements. I'm more than happy to help you again. Keep safe!