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April 21, 2022
Question

How can I send customer statements from mobile app

  • April 21, 2022
  • 1 reply
  • 0 views
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1 reply

Level 5
April 22, 2022

Hi there bkirkwood,

 

It's vital that your customers know the services you've provided them. QuickBooks Online is a great tool able to help you keep track of transactions on customer accounts so you can send them a statement. I can provide information about statements.

 

Statements can be sent through QuickBooks Online, but it needs to be done while logged into the software through a browser instead of the mobile app. The mobile app is made so that you can enter certain transaction types on the go such as invoices and estimates, as well as keep track of your mileage. You can follow the steps in this article in a browser in order to Create and send customer statements in QuickBooks Online.

 

If you have any other questions, feel free to reach out here.