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Replying to:
BettyJaneB
QuickBooks Team

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Hello there, @wandaray.

 

Thanks for reaching us out today. I can help you provide a donation statements to your clients. 

 

QuickBooks allows you to create statements. This shows the status of a customer's account at a particular point in time. Each line item represents sales transactions, credits, and payments.

 

Let me show you how:

  1. From the left menu, select Sales, and select Customers.
  2. Choose the customer you want to create a statement for.
  3. From the Actions drop-down, select Create Statement.
  4. Select the type of statement you want to create.
  5. Set the Statement Date, Start Date, and End Date.
  6. Select Apply to view the statement.
  7. Select Save.

You can also, create statements for multiple customers by following these steps:

  1. Select the Plus icon (+) on the Toolbar.
  2. Under Other, choose Statement.
  3. Choose the recipients.
  4. You can select Print or Preview at the bottom or select Save and close when you're done.

To learn more about managing statements in QuickBooks Online, please visit this article: How to create and manage statements.

 

This amount of information should get you on the right track, @wandaray.

 

You've got me here if you have further questions, I'll be around to help you out. Have a great day!

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