I'll help share a few insights about sending customer statements in the QuickBooks Online (QBO) app and guide you in sending product recommendations.
For the time being, the option to send customer statements from the QBO app is unavailable. However, you can do this anytime by logging in to your QBO account via a web browser. Here's how.
On the other hand, I can see how the benefit of being able to send a customer statement using the app would aid you in managing your transactions with QBO. With this, I would encourage you to send a feature request or product recommendations. We take your suggestions as opportunities to improve the various features of our products.
Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:
Go to the Gear icon.
Select Feedback.
Type in your recommendation in the Share your feedback field.
Click Next.
Follow the on-screen instructions to complete the process.
Also, you may want to check out one of our Help pages as your reference to guide you in managing your company's income and customer transactions using QBO: Sales and Customers help for QuickBooks Online. It includes topics about customers' invoices, payments, credits, and statements, to name a few.
Let me know if you have other feature concerns or questions about managing customer transactions in QBO. Please don't hesitate to drop a comment below, and I'll gladly help. Take care, @Beth11_2.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.