Entering charges for billing statements

Entering charges is the first step in preparing billing statements to send to your customers. You enter the charges directly in each customer's register.

To enter charges for billing statements:

  1. Open the appropriate customer register.
  2. (Optional) Change the date of the statement charge.
  3. In the Item field, enter the item you use to track this kind of charge.
  4. Enter the quantity in the Qty field.
  5. (Optional) Edit the description that QuickBooks filled in the Description field.

    The description that QuickBooks fills in is the sales description you entered when you set up the item. It also appears on the customer's statement when you print it. QuickBooks uses only the first line of the description. If you want a different description to appear on the statement, edit the text in the Description field.

  6. If you have more than one A/R account, choose the account you want to use from the Account list.

Using the A/R register instead

You can enter all your statement charges directly into your accounts receivable register instead of the individual customer registers. If you have a few customers, or if you like to see all your statement charges listed in one place, you may prefer the A/R register. Each charge you enter in the A/R register also appears in the appropriate customer register.