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Create and send customer statements in QuickBooks

by | Mar 8, 2022 | QuickBooks

How to create and send customer statements in QuickBooks

Below is a video, detailing how to create and send Customer Statements in QuickBooks

Create a customer statement

  1. Go to Sales and select Customers.
  2. Select the checkboxes for the customers you want to make statements for.
  3. In the Batch actions dropdown ▼, select Create statements.
  4. In the Statement Type dropdown ▼, select the customer statement type:
    • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
    • Open Item: Lists all open, unpaid invoices from the last 365 days.
    • Transaction Statement: Lists all transactions for the selected date range.
  5. Select the dates for the statements and the date range.
  6. Review the customer’s email addresses.
  7. Select Save, Save and close, Save and send, or Print or Preview.

Tip: If you make changes to a transaction on a statement, the statement will automatically update to match.

View current customer statements

  1. Go to Sales and select All Sales.
  2. Select the Filter ▼ dropdown.
  3. In the Type dropdown, select  Statements.
  4. Select the date range from the Date dropdown.
  5. Select the customers you want to see statements for from the Customer dropdown.
  6. Select Apply.

To delete a statement, open it and select the Delete option.

Customise your statements

There are a few customisation options for statements:

    1. Go to Settings ⚙ and select Account and settings.
    2. Select the Sales tab and go to the Statements section.
    3. Select Edit ✎.
    4. Select List each transaction as a single line or List each transaction including all detail lines.
    5. Select the Show ageing table at bottom of statement option.
    6. Select Save.

Contact Us

If you have any questions please give us a call and we will guide you through the process: Pi Accountancy | Expert Business Advice | Gloucester & Swindon (pi-accountancy.co.uk)

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