This article includes information about how to create and then send customer statements in QuickBooks Online. This is a crucial piece of information if you access QuickBooks for your particular business. Read on to understand better the significance of setting up and sending customer statements in QuickBooks Online.
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What is the Significance of Creating QuickBooks Customer Statements?
However, the customers who are not very quick to pay, statements are the best way to make your clients remember of their invoices that are outstanding.
How to Create and Send Customer Statements in QuickBooks Online?
When any customer has an outstanding invoice or balance, it will become overdue very soon. It is possible to send a customer statement to them. These are considered to be comprehensive, subtle notifications about the recent deadlines.
Steps to Create a Statement in QuickBooks:
Step 1: Navigate to Sales and choose Customers.
Step 2: Choose the checkboxes for the clients you wish to create statements for.
Step 3: In the dropdown▼ named Batch Action, choose Create Statements.
Step 4: In the drop-down▼ named Statement Type, choose the Customer Statement Type.
Open Item: List all the unpaid, open invoices from the previous 365 days
Balance Forward: Lists payments and invoices together with the outstanding balances for a particular date range.
Transaction Statement: Lists all the particular for the chosen date range.
Step 5: Choose the date for the Date Range and Statements.
Step 6: Evaluate the Email Address of the customer.
Step 7: Choose Save and Close, Save, Print, Save and Send or Preview.
Note: In case you make some alteration to a transaction on a statement, the statement will update to match automatically.
Steps to Check Statements of Current Customers
Step 1: Navigate to Sales and press All Sales.
Step 2: Press the drop-down▼ that says Filter.
Step 3: In the particular Type drop-down▼, choose Customer Statements.
Step 4: Choose the date range from the given Date drop-down▼.
Step 5: Choose the Customers you wish to see the Statements for, from the particular Customer drop-down▼.
Step 6: Choose Apply.
Steps to Customize Your Particular Statements
Here is how you customize your statements:
Step 1: Navigate to Settings and choose Account and Settings.
Step 2: Press the Sales Tab and then navigate to the Customer Statements area.
Step 3: Press Edit.
Step 4: Press List each transaction as one line. You can also press List each transaction comprising all detail lines.
Step 5: Press the Show ageing table.
Step 6: Press Save.
Was the information provided above helpful for you?
By going through the content given above, you can easily know how to set and send the Customer statements in QuickBooks Online. With the help of the statements, you can track the billing expenditure easily and do much more.
However, you cannot skip a single step or else you will not be able to send customer statements successfully.
The steps given above may confuse you if you are a first-timer with QuickBooks. That’s why we recommend that you hire the services of a QuickBooks expert or professional to resolve your problem the earliest.
With our professional help, you can not only find a solution to your problem, you will also learn a lot about accounting software. This, as a result, will benefit your business in ways more than one.
We never disappoint our clients.
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.
How to Make a Statement in QuickBooks Online for a Sub-Customer?
Here are the steps to make a Statement in QuickBooks Online for a sub-customer:
Step 1: On the left side of the menu bar, choose Customers and then choose the sub-customer name from the given list and press Edit.
Step 2: Now, from the given drop-down, select Bill the customer and then press Save.
Step 3: Now, press Customers on the left side of the menu bar, and choose the sub-customer.
Step 4: On the top-right side of the page, press on the arrow of the New Transaction drop-down and choose Statement.
Step 5: Press to choose Balance Forward, Transaction, or Open Item Statement based on your preference.
Step 6: Press your Statement Date, End Date and Start Date.
Step 7: Press OK.
How to Delete Customer Statements in QuickBooks?
Here are the steps to delete Customer Statements in QuickBooks:
Step 1: Press Report on the left side of the menu bar and then utilize the Search Box to search for the particular report named Statement List.
Step 2: Press all Dates on the given drop-down list beside Date.
Step 3: Press on the number Statement date to open it.
Step 4: On the left side at the bottom, press Delete. You are needed to do it for every statement unless they disappear.
How to Make Multiple Customer Statements in QuickBooks Online?
Here are the steps to create several Customer Statements in QuickBooks Online:
Step 1: Navigate to the plus sign that is available on the top right position of the window, and choose Statement in the other column.
Step 2: Now, in the Choose Statement type section, press on select Balance Forward, Transaction, Open Item Statement based on your preference.
Step 3: Add the Statement Date along with the Start and End Date.
Step 4: Press OK.
Step 5: The Statement window will not be shown. Go through the instructions on the top, choose the right customers and press Create and Send selected statements. This will help to send any particular statement that you have selected to email.
Step 6: In order to print statements, press Print or Preview statements and then press Print. The preview screen will open up. This will help to see the statements prior to sending them to the printer.