{"id":1001148,"date":"2018-04-26T13:08:25","date_gmt":"2018-04-26T17:08:25","guid":{"rendered":"http:\/\/blog.bmcgiverncpa.com\/?p=1001148"},"modified":"2020-01-22T04:10:34","modified_gmt":"2020-01-22T04:10:34","slug":"creating-customer-statements-in-quickbooks","status":"publish","type":"post","link":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/2018\/04\/26\/creating-customer-statements-in-quickbooks\/","title":{"rendered":"Creating Customer Statements in QuickBooks"},"content":{"rendered":"

Invoices not being paid promptly? Customers questioning their payment history? Create statements.<\/em><\/p>\n

Let\u2019s say you have a regular customer who used to pay on time, but he\u2019s been hit-and-miss lately. How do you get him caught up?<\/p>\n

Or, one of your customers thinks she\u2019s paid you more than she owes. How do you straighten out this account?<\/p>\n

Both of these situations have a similar solution. QuickBooks\u2019 statements provide an overview of every transaction that has occurred between you and individual customers during a specified period of time. They\u2019re easy to create, easy to understand, and can be effective at resolving payment disputes.<\/p>\n

A Simple Process<\/strong><\/p>\n

Here\u2019s how they work. Click Statements <\/strong>on the home page, or open the Customers <\/strong>menu and select Create Statements<\/strong>. A window like this will open:<\/p>\n

\"\"<\/p>\n

QuickBooks provides multiple options on this screen so you create the statement(s) you need.<\/em><\/p>\n

First, make sure the Statement Date <\/strong>is correct, so your statement captures the precise set of transactions you want. Next, you have to tell QuickBooks what that set is. Should the statement(s) include transactions only<\/u> within a specific date range? If so, click the button in front of Statement Period From<\/strong>, and enter that period\u2019s beginning and ending dates by clicking on the calendar graphic. If you\u2019d rather, you can include all open<\/u> transactions by clicking on the button in front of that option. As you can see in the screen shot above, you can choose to Include only transactions over <\/strong>a specified number of days past due date<\/strong>.<\/p>\n

Choosing Customers<\/strong><\/p>\n

Now you have to tell QuickBooks which customers you want to include in this statement run. Your options here are:<\/p>\n