Can I view a statement without printing it?
How do I add a customer message to a statement?
To do this task
Go to the Customers menu and click Create Statements.
If QuickBooks displays a choice of accounts, choose the A/R account for the
statements that you want to print.
Note: QuickBooks displays the A/R Account field only when your chart
of accounts contains more than one accounts receivable account.
Verify that the statement date is the one that you want to use.
Note: The statement date field is displayed on the top of the printed
statements and in the Billed Date field of each customer's register. If you
change the date, you are also changing the date due for statement charges.
Choose to create statements for transactions within a specified date
What the dates mean
These dates determine which transactions appear on the statements.
Transactions that occurred before the beginning date or beyond the ending date
are not displayed. Normally, QuickBooks sets the beginning date to the day
after the ending date for the last statements you printed, and it sets the
ending date to today's date. You can change either date.
If you are creating balance forward statements, use the statement period
fields to specify the range.
If you are creating open transaction statements, select to include
all open transactions as of the statement date, and then choose the number of
days past due.
Shortcuts for entering dates
(Optional) Create statements for all open transactions as of the statement date.
Choose the customers for whom you want to print statements.
How do I choose the customers?
Click the Template drop-down list and choose the template that you want to use
to print the statements.
(Optional but recommended) Download predesigned templates from the QuickBooks Template Gallery.
Open the form to use. For example, to open the invoice form, click Invoices in the Customers section on the Home page.
When you open the form, the template that was last used for that form type is the one that opens now. You can change the template in the form window.
Click the drop-down arrow on the upper right side of the form and select the template you want to use.
Click Print Preview to see how the form will look when printed.
Continue selecting and viewing templates until you find the one you want.
If you don't see one you want, you can download more for free from the QuickBooks Template Gallery.
Once you've found the template you want to use:
If you don't want to make any changes to the template, you can start using the form now.
To edit the template, click the Customize button in the upper right of the form to customize it.
Note: If you receive a message about editing a predefined template, click Cancel and select a different template to edit. Predefined templates have limited options for customization.
To create a new customized form that's based on this template, duplicate the form and then customize it.
(Optional) If you performed more than one job for the customers you selected
and if you want QuickBooks to print a separate statement for each job, select
Per Job. Otherwise, QuickBooks prints a consolidated statement for each
If you don't want QuickBooks to print statements for customers with a
zero balance, select the option to exclude them.
Choose from the following additional options:
Show invoice details on statements
Print statements by zip code
Exclude customers with a balance less than a specific amount, no account
activity, or customers marked inactive
(Optional) Click Assess Finance Charges to add finance charges to the
Click Preview to review the
information that will appear on the statements.
Click Print or
E-mail, depending on how you want to
send the statements to your customers.
Customize your statement forms
Change the statement form
Write collection letters using