Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
NicoleAscencionS
Moderator

Reply to message

Including a PDF attachment with customer statements allows recipients to seamlessly review their account activity in QuickBooks Online (QBO), Kinsm. I'll offer a workaround and guide you in submitting a feature request to our developers.

 

Currently, QuickBooks Online (QBO) doesn't have the option to attach PDFs to customer statements. Instead, you can download your customer statements and manually send them outside QuickBooks.

 

Here's how:

 

  1. Go to + New, then Statement.
  2. Tick the box beside the customer.
  3. Select Print or Preview.
  4. Click the download icon, then send the PDF directly to your customer.
    b.png

 

We recognize how this option can help you seamlessly. I recommend sending feedback to our product engineers. It could lead to a feature enhancement, making the process more streamlined for you and other users in the future.

 

If you want to connect with our Live Support team, you can follow the steps below on how to reach them:

 

  1. In the upper right corner, select the Help icon.
  2. Go to the Search tab and enter your concern.
  3. Click Contact Us.
  4. Choose a way to connect with us: Chat with us or get a Callback.

 

Please take note of their support hours to ensure you receive prompt assistance.

 

Additionally, for a convenient and effective way to automate repetitive sales transactions, you can refer to this article for guidance: Create recurring transactions in QuickBooks Online.

 

You can always hit the Reply button below if you have follow-up questions regarding customer statements or any other QuickBooks concerns. The Community is always ready to assist you.

Need to get in touch?

Contact us