How to Create a Statement in QuickBooks

In this article, you will learn about the importance of creating customer statements online and step by step process to set up statements in QuickBooks online.

Select the checkboxes for the customers you want to make statements for. In the Batch actions dropdown , select Create statements. In the Statement Type dropdown , select the customer statement type: Balance Forward: Lists invoices and payments with outstanding balances for a specific date range. Open Item: Lists all open, unpaid invoices from the last 365 days.
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Bigxperts
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Business
Last Updated
May 26, 2021
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