Easy Tech TutsHow to Give Customer Statements in QuickBooks Online Easily 2026
By Impran M N
Customer statements keep clients informed about their transaction history and any outstanding balance, which helps maintain trust and speeds up payment. This guide covers generating, customizing, and sending customer statements in QuickBooks Online.
01Navigate to the customer statements feature
Open the area in QuickBooks Online dedicated to generating customer statements.
02Select the customer or customers
Choose which customer accounts you want to generate statements for, whether individually or in bulk.
03Customize the statement
Adjust the statement to include the relevant date range, transaction details, and any branding elements.
04Review the statement for accuracy
Check that transaction history and balances are correctly reflected before sending.
05Send or automate delivery
Send the statement directly to the customer, or set up automated delivery for recurring statement schedules.
Frequently asked questions
How often should I send customer statements?
This depends on your business, but many companies send statements monthly or whenever there's a significant outstanding balance.
Can I automate customer statement delivery?
Yes, QuickBooks Online allows you to set up automated statement delivery to save time on recurring client communications.
What information is typically included in a customer statement?
A customer statement usually includes transaction history, payment history, and any current outstanding balance.
Can customer statements help improve payment collection?
Yes, keeping clients regularly informed of their balance can encourage timely payments and reduce disputes over amounts owed.
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