How to Create and send customer statements in QuickBooks

Posted on | by Dylan

Adding statements for a single user

  • Select Customers
  • Find the customer’s name on the left
  • Click on New Transaction and choose Statement.
  • Now as your choice choose Balance Forward, Open Item or Transaction Statement
  • Mention your Statement Date, Start Date, and End Date

Adding statements for multiple users

  • Open Create and select Statements.
  • Select statement type
  • Enter Statement Date, Start Date, and End Date
  • Click OK
  • Statements screen will be displayed.
  • Below statements select the customer’s email you want to send
  • Click on send, statements will be forwarded to the emails you selected

For any questions or queries call QuickBooks support.

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