PC.3.I.3 - Customer Statements
- 9 steps
Fast & Easy QBO
QuickBooks
The Sample Company
1
To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise. As a reminder, here is the scenario:
Your client, Craig, asked you to help send a customer statement.
Here’s what you need to know:
- The customer is **Sushi by Katsuyuki**
- Craig wants to send a **Transaction Statement** showing the balance forward and any activity from the previous month
2
From the left navigation bar, hover over Sales, then select "Customers".
3
On the Sushi by Katsuyuki line, click the "down arrow" next to Receive payment, then select "Create statement".
4
In the Statement Type field, select "Transaction Statement".
5
In the Start Date field, click the "calendar icon" and change it to the "first day of the previous month".
6
In the End Date field, click the "calendar icon" and change it to the "last day of the previous month".
7
Click "Apply."
8
Click "Save and send".
9
The email preview will appear; click "Send".
🏋️♀️ Get More Practice
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