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How to email or print multiple statements at one time?

Forum|Forum|7 years ago
November 20, 2018
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QuickBooks Online

Best answer by David-212915

You're most welcome for the response! I'm glad to hear that you found it helpful.

Just to clarify, are you referring to selecting a preference of delivery method for a customer's statement, such as whether they receive an email or paper? QuickBooks Online doesn't currently have an option for selecting a preferred choice between paper and email for statements.

If the primary concern is users that don't utilize an email account and wanting to ensure that they get a paper copy, one workaround is to utilize a feature within the Statement Generator. Here's how:

When you select customers to send a statement to, and click Save and send, it will display the accounts that don't have an email address.
By selecting Statements available, the customers lacking an email address will be at the top.
This page can be used to select the customers that are going to receive an emailed copy, and then return to select the customers to print a statement for.

I'm including a video to show this process:

This method would allow you to quickly distinguish between paper and email statements for your customers. As an added benefit, it could also save you some time each month.

The ability to determine whether a user receives an email or a printed statement is a feature that I can see as being helpful to you and others. I'm going to submit feedback from my side, which is sent to the Development Team when considering features to introduce in software updates. QuickBooks Online is constantly evolving and improving thanks in large part to the ideas provided by users, like yourself.

I hope this response finds you with a smile. The Community is always here to provide help and answer any questions that you may have.

D

David-212915

Hello @poolspaman,

Thanks for joining the Community. I'd be delighted to help you email or print multiple statements at one time.

QuickBooks Online offers the ability to batch email or print statements in the Customer Center. You can accomplish this with the following steps:

Select Sales on the left navigation menu.
Click Customers at the top of the page.
Place a checkmark in the box next to the customer names that you need to generate a statement for.
Select Batch actions at the top of the page and click Create Statements.
Specify the Statement Type in the drop-down and the Dates.
Select Print or Preview for printing or Save and send to email the statements to your customers.

I've included a video as a visual reference:

For additional information on statements, I recommend the following article: Create and Manage Statements.

I'm confident that you'll quickly be a pro at emailing and printing multiple statements at one time. This way you can leave the sweating to the spa-goers.

Please let me know if you have any questions or if I can be of additional assistance. Wishing you a safe and wonderful holiday week.

P

poolspamanAuthor

Hi DavidSC,

Thanks for you helpful and quick response! Is there a way to automatically choose which customers will receive email or paper? I have a lot of customers and it would save time not having to check each customer every month. Thanks again and Happy Thanksgiving to you!

D

David-212915Answer

Hello again, @poolspaman,

You're most welcome for the response! I'm glad to hear that you found it helpful.

Just to clarify, are you referring to selecting a preference of delivery method for a customer's statement, such as whether they receive an email or paper? QuickBooks Online doesn't currently have an option for selecting a preferred choice between paper and email for statements.

If the primary concern is users that don't utilize an email account and wanting to ensure that they get a paper copy, one workaround is to utilize a feature within the Statement Generator. Here's how:

When you select customers to send a statement to, and click Save and send, it will display the accounts that don't have an email address.
By selecting Statements available, the customers lacking an email address will be at the top.
This page can be used to select the customers that are going to receive an emailed copy, and then return to select the customers to print a statement for.

I'm including a video to show this process:

This method would allow you to quickly distinguish between paper and email statements for your customers. As an added benefit, it could also save you some time each month.

The ability to determine whether a user receives an email or a printed statement is a feature that I can see as being helpful to you and others. I'm going to submit feedback from my side, which is sent to the Development Team when considering features to introduce in software updates. QuickBooks Online is constantly evolving and improving thanks in large part to the ideas provided by users, like yourself.

I hope this response finds you with a smile. The Community is always here to provide help and answer any questions that you may have.

F

FOH

How do you not lose your selection if you have a lot of customers and need to go onto the next page? As in quickbooks you can only see 300 lines per page?

G

GraceC

Hello there, @FOH.

I appreciate you joining us in this thread. We are currently unable to have a next option in QuickBooks.

We're always looking for ways we can make QuickBooks better for all users. By sharing your concern here in the Community, our app developers are pushing the envelope to improve the product's features to meet your needs.

For any enhancements and announcements, I suggest checking back to our website through these links:

Keep me posted with any further questions. I'll be right here to lend you a hand.

D

Diesel Power

I'm not sure if I am at the right place, but my boss does not want to email statements. I cannot seem to find a way to change it so I can print and mail.

Thank you,

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