Create multiple statements

You can create a batch of statements from the Create (+) menu or from the Customers page.

• The Create (+) menu method lets you set basic statement criteria. QuickBooks creates statements for all customers that meet the criteria.

This method doesn’t let you select which customers to send the statements to. It creates and saves statements for all customers who meet the criteria. If you prefer viewing the customers who meet the criteria, and then selecting the ones you want to send statements for, start from the Customers page instead.

• The Customers page gives you a finer level of control over recipients. You can use the Customer money bar to filter the customer list—showing only overdue invoices, for example—and then select any or all of the customers to create statements for.

To create multiple statements using the Create (+) menu:

1. Click Create (+) > Statement.

2. Set the statement criteria:
• Statement type: balance forward, open item, or transaction.
• Statement date: select a date or leave as is to use the current date.
• Start and end dates: select dates or leave as is to use the most current month.
• Additional statement criteria: select the boxes to set optional criteria for balance forward and open item statements.
3. Click Preview to preview the statements. If you plan to print the statements, and you’re satisfied with the preview, follow the instructions in the window to print the statements.
4. Click Create/Send Selected Statements.

To email the statements to your customers, click Edit under the Electronic Delivery Method column and select Email from the dropdown menu. Enter the customer's email address, if it's not already in the text box. Click OK.

To create multiple statements from the Customers page:

1. In the navigation bar, click Customers.
2. Use the Customer money bar to filter the list. For example, click OVERDUE in the money bar to show only those customers with overdue invoices.

You can also use the Sort by dropdown list and the Find field to help narrow the list.

3. Using the checkboxes at the left end of each row, select the customers you want to create statements for.
4. Click the Batch actions button and select Create statements.
5. Set the statement criteria:
• Statement type: balance forward, open item, or transaction.
• Statement date: select a date or leave as is to use the current date.
• Start and end dates: select dates or leave as is to use the most current month.
6. Click Preview and send to preview the statements. If you plan to print the statements, and you’re satisfied with the preview, follow the instructions in the window to print the statements.
7. ClickSend.

If you click Preview and Send QuickBooks lists any recipients that don’t have email addresses to send the statements to. To add a customer's email address, exit from the Create Statement screen, click on the customer's name, click Edit, then enter their email address in Customer Information.

See also

Create a statement for a customer

Customize a statement

Statements overview