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May 7, 2020
Question

Is there an annual statement available

  • May 7, 2020
  • 1 reply
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1 reply

May 7, 2020

Hi there,

 

QuickBooks offers a variety of statements which allow you to view important company info. I'll be happy to share more information about viewing statements in QuicckBooks. 

 

If you're referring to customer statements there are three types of statements in QuickBooks Online. Here's how to create Balance Forward, Open Item, and Transaction Statements:

  1. Go to the Sales menu and select the Customers tab.
  2. Select the checkboxes for the customer or customers you want to make statements for.
  3. In the Batch actions dropdown ▼, select Create statements.
  4. In the Statement Type dropdown ▼, select the type of statement you'd like to make:
    • Balance Forward: A list of invoices and payments with balance for date range selected
    • Open Item: A list of open, unpaid invoices from the last 365 days
    • Transaction Statement: A list of transactions between the selected dates
  5. Fill in the date fields and select Apply.
  6. Select SaveSave and closeSave and send, or Print or Preview.

Give this a try and if you need further assistance, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be one message away. :)