Customer Statements in QuickBooks Online | Create & Send Statements

Welcome to Lesson 13 of our QuickBooks Online tutorial series! In this video, you will learn how to create and manage customer statements in QuickBooks Online. Customer statements help businesses show customers their outstanding balances and summarize transactions over a selected period. Statements are useful for tracking unpaid invoices, reminding customers about amounts due, and maintaining clear communication about account balances. 📚 What You Will Learn in This Video: What are customer statements in QuickBooks Online? Why businesses use customer statements Difference between customer statements and invoices How to access the customer statements feature How to select a customer How to choose a statement date or reporting period How to review customer transactions and outstanding balances How to create and preview customer statements How to send statements to customers by email How statements help track unpaid invoices Practical examples of customer account statements Common mistakes to avoid when preparing statements 💡 Practical Example: Suppose a customer has three unpaid invoices of $200, $300, and $500. The total outstanding balance is $1,000. You can prepare a customer statement showing the relevant transactions and balance so the customer knows how much is owed. 🎯 Who Should Watch This Video? QuickBooks Online beginners Accounting and bookkeeping students Accountants and bookkeepers Freelance accounting professionals Small business owners By the end of this lesson, you will understand how customer statements can help manage receivables and communicate outstanding balances. 👍 If you find this tutorial helpful, like the video, share it, and subscribe for more QuickBooks Online tutorials, bookkeeping lessons, and accounting training. 🔔 Subscribe for the next lesson in our QuickBooks Online course! #QuickBooksOnline #CustomerStatements #QuickBooksTutorial #AccountsReceivable #Bookkeeping #QuickBooksOnline #CustomerStatements #QuickBooksTutorial #AccountsReceivable #UnpaidInvoices #Bookkeeping #Accounting #QuickBooksForBeginners