Can I send Customer Statements automatically or set as recurring?

Hello, Michelle. 

I'm jumping onto this thread to share some details about the customer statement function in QuickBooks.    

Currently, QuickBooks Online lets you create and send customer statements manually. As for the recurring transactions, only the sales receipt, invoices, credit memo and other sales transactions can be used. 

So for now, you'll want to manually create those customer statements in QuickBooks. 

Though, you can visit the Apps page and look for an app that lets you automate your customer statements. Simply go to the Apps tab on the left navigation panel, then search for an app using the Search box. 

I would also encourage you to send feedback to our developers. They might add an option to help you automate customer statements in the future. To send your suggestions, click on the Gear icon, then select Feedback. 

If you'd like to learn more about customer statements, feel free to take a look at this article: Create and send customer statements in QuickBooks Online.

Need to see your sales, best item or services sold, and stock status? This article can help you pull up an effective report: Use reports to see your sales and stock status.

I'm happy to share some more details if you'd like to learn more about the sales and income features in QuickBooks. Just reply to this thread and I'll get back to you as soon as possible.