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Create statements


Create statements

What is a reminder statement?

customer ' s,account,company,customer s,listing,use,reminder statements,bill,invoices:
A reminder statement summarizes a customer's account with your company by listing recent invoices, credit memos, and payments received. You use reminder statements when you bill through invoices but want to remind your customers about delinquent payments.

Reminder statements,forms QuickBooks,' t,print:
Reminder statements are different from OF(Other Forms) in QuickBooks (such as invoices, SR(Sales Receipts), or checks). Because QuickBooks already has all the information you need to create reminder statements, you don't have to fill them out. Instead, you review the information that will appear on each statement, decide whether to add finance charges, and print them.

To do this task

  1. Customers,Statements:
    Choose Customers > Create Statements .

  2. QuickBooks,choice accounts,accounts,displays:
    If QuickBooks displays a choice of accounts, choose the A/R account for the statements that you want to create.

    QuickBooks,displays,A/R Account field:
    Note: QuickBooks displays the A/R Account field only when your chart of accounts contains more than one accounts receivable account.

  3. use:
    Verify that the statement date is the one that you want to use.

    statement date field,Date field customer ' s,top statement,also change,date statement charges:
    Note: The statement date field appears at the top of the statement and in the Billed Date field of each customer's register. If you change the date, you also change the date due for SC(Statement Charges).

  4. statements transactions,date range:
    If you want to create statements for transactions within a specific DR(Date Range), select Statement Period From and set the DR(Date Range). Or to create statements for all open transactions, select All open transactions as of Statement Date .

    What the dates mean

    QuickBooks,sets date to,day date,Normally sets,Normally beginning date to,today ' s date:
    These dates determine which transactions appear on the statements. QuickBooks doesn't display transactions that occurred before the beginning date or beyond the ending date. Normally, QuickBooks sets the beginning date to the day after the ending date for the last statements you printed, and sets the ending date to today's date. You can change either date.

    balance forward statements,balance statements:
    If you're creating balance forward statements, use the statement period fields to specify the range.

    transaction statements,number days:
    If you'recreating open transaction statements, select to include all open transactions as of the statement date, and then choose the NOD(Number Of Days) past due.

    Shortcuts for entering dates

    "Shortcuts for entering dates" goes here
  5. statements:
    Choose the customers for whom you want to create statements.

  6. use:
    Click the Template drop-down arrow and choose the template that you want to use.

    Customize Data Layout,also templates,QuickBooks Template Gallery:
    To customize a template, click Customize and then click CDL(Customize DL(Data Layout)) . You can also download predesigned templates from the QT(Quickbooks Template) Gallery .

  7. QuickBooks,statement job,Otherwise,statement customer:
    (Optional) If you performed more than 1 job for the customers you selected, and if you want QuickBooks to create a separate statement for each job, click the Create One Statement drop-down arrow and select Per Job . Otherwise, QuickBooks creates a consolidated statement for each customer.

    QuickBooks,statements customers,' t,zero balance:
    If you don't want QuickBooks to create statements for customers with a zero balance, select the option to exclude them.

  8. (Optional) Click Assess Finance Charges to add finance charges to the statements.

  9. (Optional) Click Preview to review the information that will appear on the statements.

  10. statements to,customers:
    Click Print or E-mail depending on how you want to send the statements to your customers.

    email,statement,customer:
    When you email a statement, your customer receives it as a PDF file attachment to the email.

    Note: You can't save a statement as a PDF file by choosing File > SAP(Save As Pdf) (the choice is grayed out), but you can email it to yourself, which will attach the statement as a PDF file.

    QuickBooks,Statement window,email program,E-mail:
    When you click E-mail, QuickBooks opens either the your email program or the Send Statement window, depending on the email service you use.

    use,web mail:
    If you use WM(Web Mail):

    1. (Optional) To change the email template, click the Template drop-down arrow and select another template.

      Use the Send Forms preferences to add, edit, or delete an email template.

    2. (Optional) Review the subject line and email content and edit, if necessary.

    3. Click Send Now .

    use,Outlook E-mail:
    If you use Outlook or QuickBooks E-mail :

    1. email:
      (Optional) Edit the email, if necessary.

    2. `,When:
      When you're ready, send the email.

See also


Source: Create statements | Intuit Help | Knowledgebase ID: 157771
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