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March 1, 2022
Question

In QBO is there a way to automatically setup to send Customer Statements out each month, or at a specific timing schedule?

  • March 1, 2022
  • 1 reply
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Can you set up so only some Customers have the Automatic Statements sending out and not all Customers?

1 reply

March 2, 2022

Hi rochelle-aissolu,

 

It's great to have you connect with us here again. QuickBooks offers the tools and the resources you need in order to streamline your work and I'll be glad to share more info so you're on the right track with your work. 

 

At this time, there isn't a function that allows you to send Customer Statements automatically. If you'd like, you can send feedback about this to our product developers. You can easily do this by clicking the Gear icon > Feedback. New product enhancements are largely based on the valuable feedback we get from users like you. 

 

In the meantime, I suggest exploring third-party apps that can help you with this process. You can search for third-party apps on our app store using this link here. I recommend picking an app that suits your business needs based on the app description and reviews.

 

Feel free to ask other questions. I've got your back!