How do I create a statement in QuickBooks Online?

 

 

There are a couple of different ways to create statements in QBO.  Please follow the steps below.

 

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Option 1:

1. From the left navigation bar click on Sales.

2. Click on Customers.

3. Select the customer you want to create statement for.

4. From the Action column drop-down, choose Create Statement.

 

 

Option 2 – If your customer does NOT have any overdue or open Invoices:

1. Click on the + sign (top right side).

2. Under Other – click Statement.

3. Under Recipients List – click the check mark by Recipients to uncheck the customer list.

4. Select the customer you want to create statement for.

5. Click Print or Preview to preview the statement.

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How do I create a statement in QuickBooks?

 

1. On the menu bar – click on Customers.

2. From the drop down list –  click Create Statements.

*CLICK ON IMAGES TO VIEW FULL SIZE*

Or

From the Home page – click Statements.

3. In the Select Statement Options section select Statement Date; Statement Period From or All open transactions as of Statement Date.

4. Under the Select Customers section, select One Customer.

5. Click the drop-down arrow and select customer.

6.  Preview statement before emailing to client.

FOR MORE INFORMATION, GET IN TOUCH!

                                                    VISIT MY TRAINING WEBSITE HERE

EMAIL ME AT INFO@ACCOUNTINGSOLUTIONSTRAINER.COM

OR FIND ME ON TWITTER @JANICETRAINING

LIKE US ON FACEBOOK HERE

FOLLOW US ON INSTAGRAM HERE