Process of creating customer statements in quickbooks

Process​ ​of​ ​Creating​ ​Customer​ ​Statements​ ​in​ ​QuickBooks QuickBooks​ ​is​ ​a​ ​very​ ​popular​ ​software​ ​for​ ​small​ ​and​ ​medium​ ​sized business.​ ​It​ ​has many​ ​powerful​ ​features​ ​and​ ​tools,​ ​which are very​ ​helpful​ ​for​ ​the​ ​all​ ​industries. One of​ ​the​ ​most​ ​imperative​ ​feature​ ​is​ ​to​ ​create​ ​a​ ​customer​ ​statement​ ​in​ ​QuickBooks.It can​ ​be​ ​easily​ ​used​ ​for​ ​invoices,​ ​as​ ​well​ ​as​ ​proof​ ​of​ ​purchased​ ​and​ ​you​ ​can​ ​also​ ​tally your​ ​credit​ ​statements​ ​as​ ​per​ ​your​ ​requirement.You​ ​can​ ​swiftly​ ​send​ ​statements​ ​to your​ ​customers​ ​for​ ​any reason,​ ​whether it​ ​is​ ​related​ ​to​ ​reminder​ ​of​ ​overdue payment​ ​or​ ​for​ ​the​ ​customer​ ​owes​ ​of stated charges.​ ​At​ ​any​ ​particular​ ​time a customer wants to​ ​resolve a​ ​issue​ ​or​ ​request,​ ​he​ ​can​ ​directly​ ​contact​ ​us​ ​on QuickBooks​ ​Payroll​ ​Support​ ​Phone​ ​Number​.

Types​ ​of​ ​statements: ●

Open​ ​Transaction​ ​Statement:​ ​In​ ​this​ ​type, customer​ ​can​ ​know​ ​how​ ​much​ ​they owe​ ​others​ ​however,​ ​they​ ​are​ ​unable​ ​to​ ​view​ ​the​ ​history​ ​of​ ​payments.

●

Activity​ ​Based:​ ​All​ ​the​ ​activity​ ​of the​ ​customer will​ ​be​ ​visible​ ​along​ ​with payments​ ​and​ ​credits.You​ ​can​ ​create​ ​an​ ​open​ ​transaction​ ​and​ ​all​ ​the​ ​activities​ ​of customers within the​ ​time​ ​line.

Process​ ​an​ ​open​ ​transaction​ ​statement ●

First,​ ​go to the​ ​Home​ ​page and​ ​click​ ​on​ ​Statements​​ ​icon.

●

After​ ​this​ ​select​ ​Statement​ ​Option​​ ​and​ ​select​ ​the​ ​type​ ​of​ ​statement.

●

Click​ ​on​ ​Select​ ​Customer​ ​section​ ​and​ ​select​ ​One​ ​Customer.

●

Go​ ​to​ ​drop-down,​ ​choose​​ ​Brian​ ​Cook.

●

And​ ​click​ ​on​ ​Preview.

●

It​ ​shows​ ​the​ ​amount​ ​that​ ​the​ ​customer​ ​owes.

●

Click​ ​on​ ​the​ ​close​ ​tab.​ ​For​ ​further​ ​assistance​ ​customer​ ​can​ ​call​ ​us​ ​on​ ​QuickBooks ProAdvisor​ ​Tech​ ​Support​ ​Phone​ ​Number​.

Statements​ ​of​ ​the​ ​Customer ●

Choose​ ​the​ ​section​ ​of the​ ​Select​ ​Statement​ ​Option.

●

Select​ ​the​ ​date​ ​of​ ​xxxx​ ​to​ ​xxxx.

●

And​ ​choose​ ​Brian​ ​Cook​​ ​in​ ​select​ ​Customer​ ​section.

●

Click​ ​on​ ​the​​ ​Preview​ ​button.

●

It​ ​shows​ ​all​ ​customer​ ​account​ ​transactions​ ​(payments, invoices​ ​and​ ​statements charge.

●

Click​ ​on​ ​the​ ​close​ ​tab.

All​ ​customer​ ​need​ ​to​ ​do​ ​is​ ​follow us​ ​for​ ​any​ ​support​ ​for​ ​request, issues, complaints and​ ​any​ ​queries.​ ​For​ ​any​ ​further​ ​requirements,​ ​they​ ​can​ ​make​ ​a quick​ ​call​ ​on​ ​our​ ​toll​ ​free​ ​number​ ​for​ ​QuickBooks​ ​24​ ​hours​ ​Technical​ ​Support Number​​ ​1855-836-9252.