Question
Can I produce an Excel format statement of account in QuickBooks online?
Most customers want Monthly Statements of Account in Excel but the New --> Customers --> Statement option sends them a pdf. At the moment I'm running the Accounts receivable ageing detail, filtering it to a specific customer, exporting it to Excel, re-doing the formulae and then sending it as an attachment. I can't do this for the 100 odd customers so I do it for a handful but it's a pain. Is there a way to do this in bulk from QuickBooks?