Sending statements to customers is a crucial aspect of business communication, providing a detailed account of transaction history and outstanding balances. QuickBooks Online simplifies this process, enabling businesses to send professional and accurate statements with ease. In this article, we’ll explore how to send customer statements in QuickBooks Online and introduce the comprehensive financial management services offered by Ledgerive, a leader in remote bookkeeping and tax services.

Sending Customer Statements in QuickBooks Online

1. Access the Statement Feature: In QuickBooks Online, navigate to the “Sales” or “Customers” section.
2. Select the Customers: Choose the customers to whom you want to send statements. This can be done individually or in batches for efficiency.
3. Customize the Statement:
   • Statement Type: Choose between an open item or balance forward statement.
   • Statement Date: Set the date for the statement.
   • Start and End Date: Specify the period that the statement covers.
   • Show Aging at Bottom: Optionally, include an aging table at the bottom of the statement to show overdue balances.
4. Preview and Review: Before sending, preview the statement to ensure accuracy in the details and amounts listed.
5. Send the Statement: Email the statement directly from QuickBooks Online to the customer. Personalize the email message for a professional touch.

Benefits of Sending Statements in QuickBooks Online

• Enhanced Communication: Regular statements keep customers informed about their accounts, fostering transparency.
• Prompt Payments: Statements can prompt customers to settle outstanding balances, improving cash flow.
• Time Efficiency: QuickBooks Online automates much of the process, saving valuable administrative time.

Introducing Ledgerive: Your Partner in Financial Excellence

While QuickBooks Online offers a robust platform for financial management, the intricacies of accounting and bookkeeping require specialized expertise. Ledgerive steps in as your ideal partner, offering remote bookkeeping and tax services tailored to the unique needs of your business.

Why Choose Ledgerive?

1. Expertise in QuickBooks Online: Our professionals are adept at using QuickBooks Online to its fullest potential, ensuring your financial processes, including customer statements, are handled efficiently.
2. Customized Financial Services: We understand that every business is unique, and we tailor our services to meet your specific financial requirements.
3. Convenience of Remote Services: Ledgerive offers the flexibility and accessibility of remote services, allowing you to manage your finances efficiently from anywhere.
4. Security and Confidentiality: We prioritize the security and confidentiality of your financial data, ensuring peace of mind for you and your customers.
5. Holistic Financial Management: Beyond sending statements, we provide a comprehensive range of services, including detailed financial reporting, tax planning, and strategic financial advice.

Conclusion

Sending customer statements in QuickBooks Online is an essential part of maintaining clear and effective communication with your customers. However, for businesses looking to enhance their overall financial management, Ledgerive offers expert remote bookkeeping and tax services. Our commitment to providing customized, efficient, and secure financial management solutions ensures that your business is not just running smoothly but is also strategically positioned for growth and success.