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July 14, 2022
Question

Is it possible to generate customer statements from the App ?

  • July 14, 2022
  • 1 reply
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1 reply

Rubielyn_J
July 14, 2022

Thanks for reaching out to Community, @StephanieG. It's my pleasure to provide insight into generating customer statements.

 

Currently, the option to create customer statements in the QuickBooks mobile app is unavailable. However, you can do this in a browser. If you wish to do that, you can follow the steps below:

 

  1. Proceed to the Get paid & pay section and choose Customers.
  2. Select the checkboxes for the customers you want to make statements for.
  3. In the Batch actions dropdown ▼, click Create statements.
  4. In the Statement Type dropdown ▼, select the customer statement type (Balance Forward, Open Item, Transaction Statement
  5. Choose the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Click Save and Close.

 

Then, to view the current customer statements, here's how:

 

  1. Proceed to Bookkeeping menu.
  2. Choose Transactions, then select All Sales.
  3. Click the Filter ▼ dropdown.
  4. In the Type dropdown, choose Statements.
  5. Select the date range from the Date dropdown.
  6. Choose the customers you want to see statements for from the Customer dropdown.
  7. Click Apply.

 

For more details, you can check out this article: Create and view customer statements. It also includes some idea on how to customize customer statement.

Additionally, I'll be sharing this resource manage your customer in QuickBooks: Add and manage customers in QuickBooks Online.

 

If you have further questions or concerns about customer statements. I'm happy to lend a helping hand. Take care!