Creating Statements

A billing statement lists the charges a customer has accumulated over a period of time.

  1. Choose Customer > Create Statements.
  2. Select an Accounts Receivable (A/R) account for the statements you want to print.
  3. (Optional) Select a template to format the statement the way you want. If you want to customize the look of your statements, such as adding your logo, select New Template and use Layout Designer.
  4. Set the Statement Dates.
  5. Select the customers you want to print statements for.
  6. (Optional) To print a separate statement for each customer or job, select Customer or Job for “Create one statement for each.” Otherwise, QuickBooks prints a consolidated statement for each customer or job.
  7. (Optional) Choose the additional options you want.
  8. (Optional) Exclude some statements from printing.
  9. (Optional) If you've set up payment terms for your customers, you can click Assess Financial Charges so QuickBooks can assess finance charges for any customers whose payments are late.
  10. If you want to print statements, click Print. If you want to email statements, click Email.

Accounts receivable

An account that QuickBooks automatically adds to your chart of accounts the first time you write an invoice. QuickBooks uses this account to track the money owed to your business. When you write an invoice or receive a payment from a customer, QuickBooks records the transaction in the register for your Accounts Receivable account.

Tip: You can also print this item as a PDF file, making it easy to keep records and share with others.