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Create statements

Can I view a statement without printing it?

"Can you view a statement without printing it?" topic goes here

How do I add a customer message to a statement?

"topic goes here"

To do this task

  1. Go to the Customers menu and click Create Statements.

  2. 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.

  3. 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.

  4. Choose to create statements for transactions within a specified date period.

    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

    "Shortcuts for entering dates" goes here
  5. (Optional) Create statements for all open transactions as of the statement date.

  6. Choose the customers for whom you want to print statements.

    How do I choose the customers?

    "How to choose the customers" topic goes here
  7. Click the Template drop-down list and choose the template that you want to use to print the statements.

    To do this task

    1. (Optional but recommended) Download predesigned templates from the QuickBooks Template Gallery.

    2. 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.

    3. Click the drop-down arrow on the upper right side of the form and select the template you want to use.

      Templates list in form window

    4. Click Print Preview to see how the form will look when printed.

    5. 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.

    6. 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.

  8. (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 customer.

  9. If you don't want QuickBooks to print statements for customers with a zero balance, select the option to exclude them.

  10. 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

  11. (Optional) Click Assess Finance Charges to add finance charges to the statements.

  12. Click Preview to review the information that will appear on the statements.

    "Preview" topic goes here
  13. Click Print or E-mail, depending on how you want to send the statements to your customers.

See also

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