Easy Tech TutsHow to Print a Customer Statement in QuickBooks Online Easily 2026
By Impran M N
Customer statements give clients a clear snapshot of what they owe across multiple invoices, which speeds up collections and cuts down on billing confusion. This guide explains how to generate and print a customer statement in QuickBooks Online. It's useful for small business owners and bookkeepers who want a professional, consistent way to communicate account balances.
01Open the customer statement feature
Navigate to the customers area in QuickBooks Online and locate the option to create a statement.
02Choose statement settings
Select the statement type — such as balance forward or open item — and the date range you want the statement to cover.
03Customize the statement details
Adjust formatting or messaging on the statement so it matches your business's branding and communicates clearly to the customer.
04Print or send the statement
Once the statement looks correct, print it directly or export it to send electronically to the customer.
05Track follow-up
Use the statement as a reference point when following up on overdue balances to keep your accounts receivable organized.
Frequently asked questions
Can I send customer statements by email instead of printing?
Yes, QuickBooks Online lets you email statements directly to customers in addition to printing them.
What's the difference between a balance forward and open item statement?
A balance forward statement shows a running total, while an open item statement lists each unpaid invoice individually.
Can I generate statements for multiple customers at once?
Yes, QuickBooks Online allows batch statement creation so you don't have to generate them one at a time.
Will a statement replace the need to send invoices?
No, statements summarize existing invoices rather than replace them — they're best used as a follow-up reminder.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
