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Replying to:
JoesemM
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Thanks for getting back to us, @rgraefe-msn-com.

 

Currently, setting up recurring statements for the same dates every month and be sent automatically is unavailable in QuickBooks Desktop. As a workaround, you can look for a third-party application that integrates with QuickBooks, so you can set up recurring statements.

 

You can follow the steps, I've shared above on how to find a third-party app that suits your business needs. 

 

In case you want to learn more about creating statements in QuickBooks Desktop. Feel free to check this article: Create a billing statement.

 

Also, if you have other tasks to learn before switching to QuickBooks Desktop, please don't hesitate to check our help articles. They can guide you in managing your income, vendors, expenses, and your company file. Select and read an article here or choose a specific topic at the bottom of the page. 

 

Reach out to me if you have additional questions with statements or any concerns with QuickBooks. I'll be happy to help you out. Keep safe.

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