Hello All, I want to automatically send statements to a subset of customers. Tried PayorCRM and Syft, no luck. Any other options?

Hi there Robert,

I love that you're looking to integrate apps with QuickBooks Online to maximize your productivity and minimize the amount of time you have to spend on your books. You'll also be maximizing the time spent doing what you love with this approach! Choosing an app can be difficult, but I want to point you in the right direction to explore your other options.

Within QuickBooks, you have the ability to navigate to the Apps tab from the left menu. There's a handy search function that you can use to type in keywords or app names to explore what's available to you. When you select a tile for an app you can view more details about how it interacts with QuickBooks, how to contact the support team for the app, pricing, and more. You'll be able to check out your options and see which third-party apps could be the right fit for your business. 

I want to leave this to our knowledgeable Community members now. I know that they'll have some ideas or suggestions for you that'll help you out. Take care and if you have any other QuickBooks-related questions, don't hesitate to reach out again here in the Community. 

@robert-go4-d-com 

Have you explored these options?

https://billcom.grsm.io/quickbooks

https://get.practiceignition.com/quickbooks

If none is fit to your needs, explore the last option.

https://mbsy.co/DJtTL

Statements can be sent to your customers automatically via email. When you choose to send statements automatically, they will always be sent when the statement “closes”. At your option, you may also choose to have the statement emailed when payment is received, in the event that payment is not received when it first becomes due.

Brief update - at the moment, there doesn't seem to be a suitable app for automatically sending customer statements at the beginning of each month. I've tried 3-4 different apps now and cannot find one that offers this feature.