cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements

Reply to message

View discussion in a popup

Replying to:
Nick K
QuickBooks Team

Reply to message

Hi sandragerman.

 

Setting up the date range you want to send in a statement is imperative to make sure all the information you wanted to provide is shown. I'd be happy to help you set up the date range when sending out a statement.

 

Creating a statement in QuickBooks Online can be done by following three steps. First go to New>Statements then select the statement type, customer balance status and date range then select apply. From there select the email in the recipient list and then save and close. The only time your statement wont ask for a date range is if you have the statement type as Open items (365 days).

 

If you have any questions let us know and we'd be happy to help.

Need to get in touch?

Contact us