I know haw to send statements to my customers in QBO. I have been doing the manual method for two years. Once again Quickbooks has provided an ?improvement that should have made my work easier that does not fulfill the promises. The automation aspect was the one I hoped would take this item of of my monthly to do list.

Do not understand why when you send statements manually and choose balance forward you have the option to only include customers with an open balance but with Workflow you can choose balance forward but are not given the option to choose only customers with an open balance. I will now go back to the way I have been sending statements before. What a fail of a promising improvement.