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June 14, 2024
Question

How do you send a statement to a costumer in the QuickBooks app? Can’t find the link anywhere.

  • June 14, 2024
  • 1 reply
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1 reply

June 14, 2024

Hello, @IndyVisuals. Let me guide you on how to send a customer statement in QuickBooks Online (QBO).

 

Currently, the feature to send customer statements using the mobile app is unavailable. However, you can use a browser on your phone or computer. Here's how:
 

  1. From the left menu, select Sales, then Customers.
  2. Check the boxes for the customers you want to send statements for.
  3. Choose Create statements from the Action drop-down.
  4. From the Statement Type drop-down, choose the customer statement type: (Balance Forward, Open Item, or Transaction Statement).
  5. Set the date range and review customer's email address.
  6. Once done, click Save and send.                                                                                                             
     

Additionally, check out this guide for smooth process of recording customer payments in QBO: Record invoice payments in QuickBooks Online. 
 

If you have questions about sending customer statements using a browser or any QBO concerns, please leave a reply in this thread. We'll keep an eye on your message and respond to you as soon as we can. Have a good one.