I use quick books for my business. A customer has asked for a monthly statement for their transactions....is this possible?

Hi tfelske,

It most certainly is possible to create a monthly Transaction Statement in QuickBooks Online. Sending your customers statements is a great way to keep them informed about any open balances they have with you, and gives them a clear picture about your business relationship together. It'll also help them with their own bookkeeping. You can easily create a statement to send by email or print.

There are three types of statements available in QuickBooks Online:

• Balance Forward Statement provides a list of invoices and payment with balance for the selected date. It also includes a beginning balance for what the customer owed you at the beginning of the period. You could run this for the month, and it would include all their transactions
• Open Item Statement shows unpaid invoices from the last 365 days.
• Transaction Statement has a list of all transactions between the selected dates. This differs from a Balance Forward statement as it does not keep track of the customer's balance. Instead, it'll display the payment amount for each transaction.

Please note that statements work with Accounts Receivable, so there'll need to be at least one transaction that hits Accounts Receivable within the period. 

You can create any of these statements in just a few easy steps:

1. Click the + New button in the top left, and select Statement in the OTHER column.
2. Select the checkboxes for the customer or customers you want to make statements for.
3. In the Statement Type drop-down, select the type of statement you'd like to make.
4. Fill in the date fields and select Apply.
5. (Optional) Select Print or Preview to view a copy of the statement before sending.
6. Select Save, Save and close, or Save and send.

If you'd like to learn more about customer statements, check out this article: Create and view customer statements

Since these are built for Accounts Receivables, you may have trouble creating a statement if you only have sales receipts for that customer. In this case, you can generate a report with the information your customer is requesting. This method requires slightly more time, but has an incredible amount of customization options available. It's also possible to save the template to re-use it in the future. Here's how to create a transaction statement using reports:

1. Head to Reports, then search for Transaction List by Customer (note: many reports with unique advantages can be used for this, so don't be afraid to experiment).
2. Click on Customize in the top right.
3. In General, select the desired month. Last Month is a good choice if you plan to use this template.
4. Under Rows/Columns customize your columns as needed.
5. Under filter, check the box for Customer then select the customer in the drop-down list.
6. Click on Run report then (optional) Save customization to re-use this template any time.
7. Edit the report's title by clicking on it, then Email, Print, or Export the report using the icons in the top right.

Here's an article with additional details about report customization: Customize your reports in QuickBooks Online 

Whichever way you create the statement, it'll include the information requested by your customer. Don't hesitate to respond if there's anything more I can do to help.