Can I show my client a statement of all the payments they have made?

Hi there, 

Providing your customer with a statement outlining all the payments they've made towards you and your business means that they'll be able to feel confident in your bookkeeping and records. I know how important it is to be able to provide documents like this, so I'll explain how to do this in QuickBooks Online.

You'll want to issue the customer a Statement. You have 3 types of statements to choose from in QuickBooks Online. 

• Balance Forward - A list of invoices and payments with balance for date range selected
• Open Item - Open unpaid invoices from the last 365 days
• Transaction Statement - A list of transactions between the selected date

Here's how to create and issue a customer statement in QuickBooks Online: Create and view customer statements. This article will guide you through the options for your statements, and how to create one for your customer containing the proper information based on your needs.

I hope this helps. If you have any other questions, please reach out to our tech support team for further assistance. 

Have a great day!