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vaishnavi-smartl
Level 1

How do i view the SOA?

 
1 Comment 1
Kristine Mae
Moderator

How do i view the SOA?

I'm here to help you view the SOA, Vaishnavi-smartl.

 

If you're referring to your customer's statement of account, here's how you can view it:

  1. Click Sales.
  2. Go to Customers.
  3. Select the customer.
  4. Click New transaction, then select Customer Statement.
  5. Ensure the Statement Type and Statement Date are correct.
  6. Check or enter the Start Date and End Date as well.
  7. Click Preview or Preview.

For more information, you can check this article on how to create and view customer statements.

 

Although, if you're referring to your statement of account for your subscription, we send it to the master admin. You can check the email for the invoice. If you're the master admin and haven't received anything, check your Spam or Junk folders. If there are no emails, I suggest reaching out to our customer care support. This way, an agent will send you the invoice. Here's how:

  1. Click Help in QuickBooks Online.
  2. Select Contact Us.
  3. Enter "Statement of Account for subscription" in the description field, then click Let's talk.
  4. Click Start a chat.

If there's anything else that you need, you can always visit the Community. Take care!