You can send reminder statements to
customers. Reminder statements show how much customers owe on each invoice and
how long each amount has been outstanding. You can also assess finance charges
on outstanding balances. As you enter invoices, customer payments, and credit
memos day to day, QuickBooks tracks the information necessary to create
To do this task
Make sure your printer is turned on and is online.
Make sure that the correct paper is in the printer.
If you are printing onto statement forms, position the forms the same way
that you position invoice forms.
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. Most companies
have only one A/R account.
Click the Template drop-down list and choose
the template that you want to use to print the statements.
To create a new template for this printing job, choose Customize from the list (or click the Customize button). When you finish setting up the
template, QuickBooks selects it and continues with printing.
Enter the statement date.
This date appears on the top of the printed statements and in the Billed
Date field of each customer's register.
Enter the beginning and end dates of your statement billing period.
Shortcuts for entering
Choose the customers you
want to print statements for.
If you performed more than one job for the customers that 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
You can choose whether to show invoice details on the statements by
selecting the checkbox.
To print statements in zip code order, select the checkbox.
If you don't want QuickBooks to print statements that have a zero
balance, select the Don't print statements with a zero balance checkbox.
(Optional) You can, instead, specify a balance amount required for
statements to be printed, and you can also exclude accounts with no activity or
Click Preview if you want
to review the information that will appear on the statements.
Note: All information that you entered in the Memo field on invoices
prints on the reminder statements created for the customer:job.
(Optional) Click Assess Finance Charges to add
finance charges to the statements.
In the Print window, view the assumptions that QuickBooks has made about
your printing job.
Make any changes needed.
Write collection letters using