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.

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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.

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Janice Figov

Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.