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June 12, 2020
Question

Where can I review the customer statements that have been sent?

  • June 12, 2020
  • 1 reply
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1 reply

June 12, 2020

Hi there,

 

QuickBooks is a great program for managing your customer statements and I'll be happy to show you how to review the ones you've sent out to your customers.

 

You can pull up the Statement List report. This will give you the lists of all the statements you sent to customers during a selected time period, including the date. Here's how:

 

1. Go to Reports menu at the left panel, then enter Statement List on the search bar.
2. Once pulled up, click Customize at the upper right.
3. On the Filter drop-down, pick a Customer and the Statement Date.

4. Select Run report.

 

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.