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June 22, 2024
Question

With the new update on QuickBooks, I’m unable to make a statement on my Apple tablet. Do I now need to invest in a computer

  • June 22, 2024
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1 reply

June 22, 2024

Hi, Eandg. Let me guide you on accessing your customer statements in QuickBooks Online (QBO) from your Apple tablet.

 

You don't have to switch to a computer to access your statements. You can log in to your QBO account using a web browser on your tablet. Once you have, follow these steps to create a customer statement:

 

  1. Go to Customers.
  2. Select the customer you want to make statements for. 
  3. Select the New transaction ▼ dropdown, then select Statement.
  4. Review the customer’s email address, then click Save and Close.

 

For further information about creating a customer statement using your web browser, please refer to this article: Create and send customer statements in QuickBooks Online.

 

You can also check out this helpful article to learn more about the features supported on different devices: Compare mobile app features.

 

Moreover, you can run the Statement List report to get the list of your customer statements.

 

Comment on this thread anytime if you have more queries on customer statements. I'll keep an eye out and will get back to you as soon as possible. Have a great day.