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.
• Balance status: all, open, or overdue. (You can’t select “all” for an open item statement.)
• Start and end dates: select dates or leave as is to use the most current month.
• If prompted, click Apply.

Look in the upper right to see the total balance and number of statements that meet the criteria you selected.

3. Click Print or 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 Save and send or Save and close.

If you click Save and send, QuickBooks lists any recipients that don’t have email addresses to send the statements to. You can add addresses right away, or clear recipients to create the statements without sending them. With either action, you'll need to click Save and send or Save and close again.

To create multiple statements from the Customers page:

1. In the navigation bar, click Customers (or Invoicing > Customers, or Sales > Customers depending on what you see).
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.
• Balance status: all, open, or overdue. (You can't select all for an open item statement.)
• Start and end dates: select dates or leave as is to use the most current month.
• If prompted, click Apply.

Look in the upper right to see the total balance and number of statements that meet the criteria you selected.

6. Click Print or 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.
7. Click Save and send or Save and close.

If you click Save and send, QuickBooks lists any recipients that don’t have email addresses to send the statements to. You can add addresses right away, or clear recipients to create the statements without sending them. With either action, you'll need to click Save and send or Save and close again.

See also

Create a statement for a customer

Customize a statement

Statements overview