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How to Create and Send Customer Statements in QuickBooks Online?

This article includes information about how to create and then send customer statements in QuickBooks Online. This is a crucial […]

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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.

Accounting Professionals, CPA, Enterprises, Owners
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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.

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Imports

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Exports

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Deletes

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Customization

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

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Inventory Transfer
Vehicle Mileage

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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XLS, XLXS, etc., are supported file formats by Dancing Numbers.


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Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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