With this article, the QuickBooks support team will guide you how you can satisfy your customers by providing them the statements of their account. A statement summarizes customer\u2019s accounts over a particular period. If you are unable to get the statement or get any error; feel free to call QuickBooks support team for instant help.<\/p>\n
Steps to create statements<\/strong><\/p>\n Creating a statement for a single customer<\/strong><\/p>\n 1.<\/strong> Select sales from the left menu and choose customers.<\/p>\n 2.<\/strong> Select the name of the customer for whom you want to create the statement.<\/p>\n 3.<\/strong> Select create statements from the actions drop-down list.<\/p>\n 4.<\/strong> Choose the type of statement you want to create.<\/p>\n 5.<\/strong> Choose the respective dates for the statement.<\/p>\n 6.<\/strong> Click on apply to view the statement.<\/p>\n 7.<\/strong> Click on saved to make the changes.<\/p>\n Creating a statement for multiple customers<\/strong><\/p>\n 1.<\/strong> From the toolbar, click on the plus (+) icon.<\/p>\n 2.<\/strong> Select statements from others.<\/p>\n 3.<\/strong> Select the recipients.<\/p>\n 4.<\/strong> Once you are done click on save and close. Your statement is now created. You can also choose print & preview at the bottom to check the statement.<\/p>\n Creating statements for sub-customers until set to bill with parent<\/strong><\/p>\n 1.<\/strong> From the left menu, click sales> customers.<\/p>\n 2.<\/strong> Select the sub-customer and click on edit.<\/p>\n 3.<\/strong> Set the drop-down to bill this customer where you see the \u2018is sub-customer box\u2019.<\/p>\n 4.<\/strong> Now proceed to create the statement for the customer<\/p>\n Steps to manage statements<\/strong><\/p>\n You can manage your statements according to your business needs.<\/strong><\/p>\n Managing statement from the customer record<\/p>\n 1. C<\/strong>lick sales > customers, from the left menu that appears.<\/p>\n 2.<\/strong> Select the customer name.<\/p>\n 3.<\/strong> Choose statements from the filter drop-down.<\/p>\n 4.<\/strong> After selecting the date, click on apply.<\/p>\n 5.<\/strong> Choose a row to view the respective statement.<\/p>\n Managing statement from sales transaction page<\/strong><\/p>\n 1.<\/strong> Select sales > all sales from the left menu that appears.<\/p>\n 2.<\/strong> Select the Filter drop-down, and choose Statements from the Transactions type drop-down.<\/p>\n 3.<\/strong> Additional criteria can be set according to the needs. Click on Apply.<\/p>\n 4.<\/strong> Choose a row to view the respective statement.<\/p>\n 5.<\/strong> Select reset to clear all the filters and click on apply.<\/p>\n Look for statements using the search bar<\/strong><\/p>\n 1.<\/strong> Click on the Search icon on the Toolbar, and then select Advanced Search.<\/p>\n 2.<\/strong> Select Statements from Transaction type drop-down, and then select Search.<\/p>\n 3.<\/strong> Customize the Date Filter as required.<\/p>\n 4.<\/strong> Select reset to clear all the filters and click on apply.<\/p>\n Creating a statement list report<\/strong><\/p>\n 1.<\/strong> Click on reports from the left menu that appears.<\/p>\n 2.<\/strong> Generate the report by selecting a statement list from the search field.<\/p>\n