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Replying to:
KhimG
QuickBooks Team

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Thanks for visiting the Community, @cyndithompson.

 

It’s my pleasure to lend a hand with emailing customer statements in QuickBooks Online.

 

With QBO, you can create and email statements for single or multiple customers. Here's how:

 

For a single customer:
1.    Go to the Sales menu 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.    Click Apply.
7.    Hit Save and send.

 

 

 

 

For multiple customers:
1.    Go to the Plus icon and select Statement.
2.    Select the type of statement you want to create.
3.    Set the Statement Date, Customer Balance Status, Start Date, and End Date.
4.    Click Apply.
5.    Choose the recipients.
6.    Hit Save and send.

 

 

customer statement 5.0.PNGcustomer statement 6.0.PNG

 

Here’s an article that tackles more about this: How to create and manage statements.


That should get you pointed in the right direction. Please let me know if you have any questions about statements, I’ll be more than happy to answer them for you. Thanks for dropping by and take care!

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