Skip to main content
L
Love Numbers
December 24, 2020
Question

How to send open AR statements for selected AR accounts to a group of customers?

  • December 24, 2020
  • 1 reply
  • 0 views

Hi,

 

I use QuickBooks Desktop Premier.

 

My company use multiple AR accounts to track different product sales to customers.  I want to send payment reminder emails to customers by attaching open AR statements but I ONLY want CERTAIN SPECIFIC AR accounts to be included in my account statement (some AR accounts are for internal tracking purposes and are not true receivables from customers, so I cannot include those in my account statement).

 

When I use the payment reminder function, it seems to include all AR accounts in the statement.  When I use the create statement function, I can only create a statement for one selected AR account.  

 

Just wondering if anyone has any suggestion on how to work around this so that I can send customers a statement on selected AR accounts (and the goal is to batch email a group of customers).

 

Thank you!

 

 

1 reply

J
JamesM
December 24, 2020

Hi Love Numbers,

 

Glad to learn you're using QuickBooks Desktop to get your work done.  The payment reminder feature is a useful tool to utilize as it allows you to schedule statements for customers or send them the outstanding invoices. I'll be glad to steer you in the right direction with this. 

 

When using the Create a statement function, QuickBooks will display the A/R Account field ONLY when your Chart of Accounts contains more than one A/R. This method allows you to create a statement for one selected AR account.  I can see the benefits of having capabilities that go beyond what's offered by the Create a statement function and the Payment reminder function. I recommend sending feedback about this to our engineers by clicking the Help menu and looking for Send Feedback Online. 

 

In case you have other questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals. 

 

 

Terms & ConditionsAccessibility statement