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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
jamespaul
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Hello, the prime lister.

 

The steps above are for QuickBooks Online only. Creating statements in QuickBooks Pro is different and I'm happy to show you how it's done. 

 

You can easily create customer statements by going to the Customers menu:

 

  1. Click the Customers menu.
  2. Choose Create Statements
  3. On the new pop-up window, specify the statement Date and Period
  4. Choose a customer (or you can select other options).
  5. Customize your statement.
  6. Once done, click Preview, Print, or E-mail.

 

qbdtstatement1.PNG

qbdtstatement2.PNG

 

Want to learn more about creating statements in QuickBooks Desktop? Feel free to check this article: Create a billing statement.

 

If you have other tasks to do after creating statements, please don't hesitate to check our help articles. They can definitely guide you in managing your income, vendors, expenses and your company file. Select and read and article here or choose a specific topic at the bottom of the page. 

 

Stick around if you have further concerns with QuickBooks Desktop Pro. Just post here again and I'll help you out.

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