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calivalley
September 26, 2022
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How do I download a PDF Customer Statement on QB desktop?

  • September 26, 2022
  • 1 reply
  • 0 views

I work remotely, so I am in the habit of downloading a PDF of Customer Invoices in order to attach to an email & send from our company site (not emailing through QB). However, I do not see this as an option when it comes to statements.

 

Thanks in advance!

Best answer by LieraMarie_A

Hi there, @calivalley.

 

Saving a PDF file of customers' statements in QuickBooks Desktop is achievable, and I'll be happy to guide you. It only takes a few steps.

 

Here's how:

 

  1. Navigate to the Customers menu and then Create Statements.
  2. Check the statement date.
  3. Select the date period of the transactions.
  4. Pick the customers you want to print statements for.
  5. Click on the Print button. This opens the Print Statements window. 
  6. From the Printer name dropdown, choose Microsoft Print to PDF on PORTPROMPT.
  7. Select Print.
  8. Enter a file name and then Save.

 

Feel free to add a comment below if you have further concerns and let me know on how these steps turn out. I'm here to ensure your success!

1 reply

LieraMarie_A
LieraMarie_AAnswer
September 27, 2022

Hi there, @calivalley.

 

Saving a PDF file of customers' statements in QuickBooks Desktop is achievable, and I'll be happy to guide you. It only takes a few steps.

 

Here's how:

 

  1. Navigate to the Customers menu and then Create Statements.
  2. Check the statement date.
  3. Select the date period of the transactions.
  4. Pick the customers you want to print statements for.
  5. Click on the Print button. This opens the Print Statements window. 
  6. From the Printer name dropdown, choose Microsoft Print to PDF on PORTPROMPT.
  7. Select Print.
  8. Enter a file name and then Save.

 

Feel free to add a comment below if you have further concerns and let me know on how these steps turn out. I'm here to ensure your success!

    C
    calivalleyAuthor
    October 4, 2022

    That was just what I needed! Thank you so much!

    MichelleBh
    MichelleBh
    October 4, 2022

    It's our pleasure to assist you. @calivalley.

     

    It makes me happy to know that my colleagues' steps resolved your problem. Please keep in mind that you're always welcome to ask questions in the Community. You can rest assured that we have your back!

     

    You can save our QuickBooks Desktop Help Articles for future use. This page covers a variety of topics and provides instructions for managing your company file.

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