How do I Create statements ?

1.From the Customers menu select Create Statements.

2. If QuickBooks gives you a choice of accounts, choose the A/R account for the statements you want to print.

3. Verify that the statement date is the one you want to use.

4. In the Statement Period From field, enter the statement period to create statements for transactions .

5. If you want to create all open transactions as statement date click "All open transactions as of Statement Date" and if you want to specify days of past due transactions click "Include only transactions over X days past due date" checkbox.

6. Choose the customers for whom you want to print statements.

Click All Customers to select all your customers.

Click Multiple Customers to select only certain customers. Then click Choose to display a list of customers and jobs. If you want to print a statement for a particular job, select just that job.

Click One Customer to select just one customer. Use the list to select the customer.

Click Customers of Type to select only those customers who match a specific customer type. Use the list to select the customer type.

Click Preferred Send Method to select customers to whom you send only e-mail.

7. From the Template drop-down list, choose the template you want to use to print the statements.

8. (Optional) If you performed more than one job for the customer(s) you selected and if you want QuickBooks to print a separate statement for each job, select "Per Job." Otherwise, QuickBooks prints a consolidated statement for each customer.

9. If you have QuickBooks Pro, Premier, or Enterprise Solutions editions, choose from the following additional options:

show invoice details on statements

print statements by zip code

Exclude customers with a balance less than a specific amount, no account activity, or customers marked inactive

10. If you don't want QuickBooks to print statements for customers with a zero balance, select the option to exclude them.

11. (Optional) Click Assess Finance Charges to add finance charges to the statements.

12. Click Preview if you want to review the information that will appear on the statements.

13. Click either Print or E-mail, depending on how you want to send the statements to your customers.