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December 7, 2021
Question

Can you send statement on quick books?

  • December 7, 2021
  • 1 reply
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Can you send monthly statement

1 reply

AlexV
December 7, 2021

Hello easthullrecovery!

 

Yes, you can send a statement in QuickBooks Online. Let me show you how.

 

Follow these steps:

  1. Go to the + New button and select Statement.
  2. Choose a Statement Type, enter a Statement Date, then tap Apply.
  3. Enter their email address. Select Save and send.

 

Here's the link for your reference: Create and send customer statements in QuickBooks Online.

 

Also, I added this article if you need to personalise your sales forms in QuickBooks Online: Customise invoices, estimates, and sales receipts.

 

Comment to this post if you need more assistance with customer statements. Take care!