Quickbooks Online Customer Statements
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- เผยแพร่เมื่อ 17 ก.ย. 2024
- This Learn QuickBooks Online video training tutorial will show how to manage, print and send customer statements. This is a legal document that we send our customers and clients every month to make sure that we agree with the details of what is owed and what is paid. The format of the customer statement can be a transaction list, open invoices or balance forward. If the open invoice report agrees with the customer and the customer does not notify us, we assume that we agree. If the customer does complain, we must reconcile with the customers to make sure the customer records and the customer balances are correct. We can send the statement via email or print and send in snail mail.
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Hello my QuickBooks Online students. I made this video to show how to print and manage customer statements. The most important report to compare this to is the open invoice report. The customers must agree to the details and the transaction list by customer or we will have to reconcile with the customer. If our customer’s or clients catch a bookkeeping mistake in the customer’s records, they must notify us so we can reconcile with them to make sure the customer records in the customer center or reports are correct in our quickbooks online account.
Thanks a lot sir, ur videos are big blessings for all the students.
So nice of you
I hope you will click like after watching each one to help support the free channel for everyone and please subscribe
Mark
What if an entry was entered manually? Does it appear here as well? I want to extract all the transactions for the customer, but there are some transactions in which I enter manual entries, such as deposits that appear only with the entry number, but without amounts
Thank you very much for asking and I do want to help you
For some reason, I have no idea what you're talking about.
Without writing too much, please be clear about what you're trying to do and exactly what is preventing you from doing it and I'll be happy to give you my best explanation.
Mark
Since statements show a running balance, is there a way to have credits show up before additional charges appear on a statement in QB. We have QB accountant 2021 software. adTHANKSvance, MikeP
Thank you, do you mean you have the desktop accountants Edition?
@@worldwidequickbooks Yes, we have a desktop edition not the online edition
Thank you for all of your videos, I have learned a lot from them. I have just purchased QB online for my shop. One problem I am having is when I go to make a statement for a customer say invoice number 1022 I print it and then I will go onto making the next statement for a another customer only to find that is has jumped up to number 1024, then when I go back and look at the statement list I will see I made 2 statements somehow for the first customer (1022 & 1023). And I have no idea how 1023 was made (and it is exactly the same info as 1022). Do you know how I am doing this? Thank you in advance.
Thank you for your question
I do want to help you
It doesn't seem like you have a problem understanding what to do when quick books. It seems to me that you're just maybe clicking somewhere that you're not realizing or you have a text support issue.
This is a persistent problem that the proper place to take this up would be quick books online support that you could Google because the number changes every Time
@@worldwidequickbooks I figured out what I was doing... instead of hitting X to get out of the statement after I printed it, I hit the back button. Somehow this made an extra one. Thank you! Your videos are a blessing!
Hi there, sorry i need some help. I tried to see other sources but just couldnt find anything out there. Is there a way i can show item descriptions on customer statements? Any help would be appreciated.
QBO doesn not have that option but the new desktop version might. What I suggest, is use the reports in quickbooks online and customize them to look like a statement but include what you need. I suggest you start with a report like "transaction list by customer". Se if you can include items for the invoices. The only way to know is to play around with report customization. You could also try customizing the "customer balance detail" or the open invoice report.
Please let me know if it works
-Mark
@@worldwidequickbooks thanks lemme try that.
How can I get a description on the invoices instead?
You would have to type in the description or when you set up the items list you can put in the description of each item and then it would show up when you put it on the invoice
Hello there, i have a question about the footer of the invoices and estimates. how can we have numbers of pages at the footer?
Thank you Al
Quckbooks online will automatically print the page numbers at the bottom of each page when it prints an invoice or an estimate. You will see this if you preview one of your own invoices and scroll to the bottom. No need to do anything
I hope you will clcik "like" and subscribe
-Mark
@@worldwidequickbooks It is not printing numbers. The desktop version was doing that. i checked online for an answer and even contacted Quickbooks Support and they do not know how to do . pls check at your end.
i already subscribed and liked
@@Al_Sam_Jr Thank you but I looked at "preivew and it said page 1 at the bottom. Try downloading the pds instead of printing. Then print the pdf. Also, check your printer settings
That's the best I could do. That you for liking and subscribing. I hope my advice helps.
-Mark
I work for a residential real estate company. I have a customer set up titled "Agent Customers". Each agent is set up as a sub-customer within the "Agent Customers". When I try to generate a statement for a specific agent, it looks to the "Agent Customers" customer and doesn't give me the option of selecting any of the agents that are set up as sub-customers. Do you know any way to work around this?
Thank yoy Chelli,
When you click "customers", "create statements, there is an option in the bottom left called "Select customers", choose "one customer" and you will be able to select the sub customer or sub agent
Let me know if you see it and if it works
-Mark
@@worldwidequickbooks - do you click "customers" within "Invoicing" on the sidebar?
@@chellimontgomery7282 at 4:21 in this video, you should see the checkmarks on the bottom left that select customer-by-customer. You should be able to control it from there. Do you see each sub customer/job in this window ?
@@worldwidequickbooks I do not see the sub-customer in the window. I only see the "Agent Customers".
@@worldwidequickbooks I do not see the sub-customer in the window. I only see the "Agent Customers".
Hello sir we have insurance agency please tell how to create debit note in quickbook for clients urgently?
I'm not familiar with the term debit note and i I don't know enough about the context to be able to advise you
If you want a live session where you could explain everything and get a definite answer you can email to me and worldwide QuickBooks at gmail.com
@@worldwidequickbooks sir please send me email id so I can send you a sample example of debit received from insurance for our client.