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January 31, 2022
Question

Hello - Is there a way to see if a customer has been sent a statement on QBO? Similar to being able to see if an invoice has been sent/opened. Thank you in advance

  • January 31, 2022
  • 1 reply
  • 0 views
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1 reply

Level 4
February 1, 2022

Hello, helen44.

 

You can pull up your Audit Log report to see the list of statements sent to your customers.

  1. Go to the Gear icon.
  2. Under Tools, select Audit Log.
  3. Select Filter.
  4. On the Events section, select Statements.
  5. Click Apply.

For more information about the Audit Log, consider checking out this article: Use the audit log in QuickBooks Online.

 

You can also use these links to know more about statements and other form templates:

We'll be right here if you need addition assistance with this. Have a great day!