How to create a customer statement in quickbooks online

Customer statement in quickbooks online

Customer statements provide a comprehensive record of a customer's financial activity, encompassing their transactions such as invoices, received payments, applied credits, and outstanding balances.

There are three different types of customer statements your clients can create in QuickBooks Online.

 

Balance Forward	The Balance Forward statement shows a list of invoices and payments with the balance for the date range selected.  It’s perfect for situations where a client wants to provide customers with a summary of what’s still due on their account.
Open Item	With the Open Item statement, your client can show a list of all open and/or unpaid invoices.   It’s great if a client wants to provide detail of all unpaid invoices, unapplied payments, and credit memos to their customers.
Transaction Statement	Use the Transaction Statement to show all the transactions between the customer and the client’s business between two set dates. Clients might use this when there’s a large volume of transactions for a customer, so they can see how their payments have been applied.

 

How to create a customer statement in QuickBooks.

Now let’s look at how to create a customer statement. 

1.     Go to the Sales menu and select the Customers tab 

2.     Check the customer(s) to make statements for 

3.     In the Batch actions dropdown, select Create statements 

4.     On the Create Statements screen, select the Statement type from the dropdown.                     

 

     5.     Then set the Date fields for the statement and check the customer’s email address

6.     When done, select Save and send

7.     Review the details on the next screen, then select Send again

How to view customer statements in quickbooks online

 

If you or your client wants to view existing statements, they need to:

1.     In the Sales center, select the All Sales tab

2.     Select the Filter dropdown

3. Then, in the Type dropdown, select Statements

3.                 Adjust the date or select a specific customer if necessary

4.     When done, select Apply

To delete a customer statement, open the statement by selecting it from the list. Then, select Delete from the bottom of the screen

  

If you didn’t get it right, or need help, follow these steps:

1.     Select Sales, then Customers 

2.     Find John Melton on the list and check the box next to his name

3.     In the Batch actions dropdown, select Create statements 

4.     Select Balance Forward from the Statement Type dropdown

5.     Select Save and send

6.     Preview the details and then select Send again