dennis30
Level 1
yesterday

Where do I find a statement icon so I can send a customer a statement?

I have to send a customer a statement with a nil balance as the customer paid

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Raldwin_D
QuickBooks Team
QuickBooks Team
yesterday

Manage Customers and Income

Hi there, dennis30. You can find the statement option under the Customers column by clicking the +Create icon in QuickBooks Online (QBO).
 
From there, follow these steps:
 
  1. Click Statement.
  2. Set the Customer balance status to All.
  3. Tick the checkbox with the customer’s name.
  4. Select the Statement type from the dropdown menu.
  5. Choose the Start date and the End date.
  6. Once done, hit Save and send.
 
For more information about creating and sending statements in QBO, you can check this article: Create and send customer statements in QuickBooks Online.
 
If you have more questions about managing customer statements, feel free to ask by leaving a reply below.
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