Easy Tech TutsHow to Create Statements in QuickBooks Online Easily 2026
By Impran M N
When a client has multiple open invoices, a single statement is often clearer than a stack of separate bills. This guide shows how to generate, filter, and send customer statements in QuickBooks Online, including choosing the right statement type.
01Open the customer directory
Go to the Customers section and click the Batch actions dropdown or Create statements button.
02Choose a statement type
In the configuration panel, select Balance Forward, Open Item, or Transaction Statement depending on how you bill clients.
03Set the date range
Adjust the statement date and financial calendar range to capture the correct billing period.
04Filter your client list
Use the built-in filters to isolate accounts with open balances or specific past-due windows, unchecking any you want to exclude.
05Preview and send
Click Apply or Preview to review calculations, then select all validated statements and click Save and Send to deliver them.
Frequently asked questions
What's the difference between Balance Forward and Open Item statements?
Balance Forward shows a running total carried from prior periods, while Open Item lists each unpaid invoice individually; choose based on how detailed you want the statement to be.
Can I exclude customers with a zero balance from statements?
Yes, the filter options let you isolate accounts with open balances so zero-balance customers aren't included.
Can I send statements to multiple customers at once?
Yes, after filtering and selecting your client list, you can batch email statements in one send.
Should I preview a statement before sending it?
Yes, previewing lets you verify invoice numbers, applied payments, and total balances line up correctly before it reaches the client.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
