Setup recurring statements

Hi there.

The option to set up recurring statements is only available in QuickBooks Online Advanced for the US region.

For now, you'll have to manually create statements if you need to send them to your customers. Here's how:

1. Go to Sales and select Customers.
2. Select the checkboxes for the customers you want to make statements for.
3. From the Batch actions dropdown ▼, choose Create statements.
4. From the Statement Type dropdown ▼, pick the customer statement type:
   • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
   • Open Item: Lists all open, unpaid invoices from the last 365 days.
   • Transaction Statement: Lists all transactions for the selected date range.
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Click Save and close.

You can also run financial reports in QuickBooks to know the status of your business. With this, you can examine sales, spending, and even a combination of both to gain a comprehensive insight and understanding of your company.

Please let me know if you have any follow-up questions about setting up recurring statements in QBO. I'll be here to help. Have a good one.