How to generate a client statement of activities income expense payable

Hi fern-tekroute-ca,

It's great to see you in Community.  Welcome!  Creating a client statement in QuickBooks Online can be done seamlessly.  I'd be happy to show you how!

To create a statement, follow these steps;

1. From the left menu select +New

2. Choose Statement under Other

3. Enter Transaction statement for the Statement type

4. Select the Statement date

5. Use the ▼ dropdown menu and choose the preferred Customer balance status

6. Enter the Start and End dates

7. Hit Save and Close or Save and send

Please don't hesitate to contact us if you require additional assistance.  It would be our pleasure to work with you directly and ensure you're able to accomplish your QuickBooks goals as soon as possible.

If you have any other questions, please feel free to reach back out.  We're here for you!