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Replying to:
Tori B
QuickBooks Team

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Hey there, @Jud Whidden

 

Thanks for following the thread. 

 

We do have the option to create and send customer statements in QuickBooks Online. When customers have outstanding balances or invoices that will soon be overdue, you can send them a statement. There are three different types of customer statements in QBO. 

 

  • Balance Forward
  • Open Item
  • Transaction Statements

Here's how you can create a customer statement:

 

  1. From the Sales menu, click on the Customers tab. 
  2. Select the checkboxes for the customers you want to make a statement for. 
  3. In the Batch actions dropdown menu, hit Create statements
  4. From the Statement Type dropdown, choose the statement type. 
  5. Pick the dates for the statements and the date range. 
  6. Check the customer's email address and select Save, Save and close, Save and send, or Print or Preview

 

That's all there is to it. Check out Create and send customers statements in QuickBooks Online for more details about this process. 

 

Please let me know if you have additional questions or concerns. I'm happy to lend a hand anytime. Have a great day! 

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