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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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.