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August 27, 2022
Question

How do I send a statement from the app?

  • August 27, 2022
  • 1 reply
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1 reply

August 27, 2022

Hello there, @Beth11_2.

 

I'll help share a few insights about sending customer statements in the QuickBooks Online (QBO) app and guide you in sending product recommendations.

 

For the time being, the option to send customer statements from the QBO app is unavailable. However, you can do this anytime by logging in to your QBO account via a web browser. Here's how.

 

  1. Open a web browser.
  2. Sign in to your QuickBooks Online account.
  3. Go to Get paid & pay and select Customers.
  4. Select the checkboxes for the customers you want to make statements.
  5. In the Batch actions dropdown, select Create statements.
  6. In the Statement Type dropdown, select the customer statement type (Balance ForwardOpen Item, or Transaction Statement).
  7. Select the dates for the statements and the date range.
  8. Review the customer's email addresses.
  9. Select Save and send, or Print or Preview.

 

You can read this article for the complete details: Create and send customer statements in QuickBooks Online.

 

On the other hand, I can see how the benefit of being able to send a customer statement using the app would aid you in managing your transactions with QBO. With this, I would encourage you to send a feature request or product recommendations. We take your suggestions as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your company's income and customer transactions using QBO: Sales and Customers help for QuickBooks Online. It includes topics about customers' invoices, payments, credits, and statements, to name a few.

 

Let me know if you have other feature concerns or questions about managing customer transactions in QBO. Please don't hesitate to drop a comment below, and I'll gladly help. Take care, @Beth11_2.