How to Create a Customer Statement in QuickBooks

Are you trying to create a Customer Statement and getting confused about “open transaction” and “activity based”?

If yes then you can follow these steps in order to create a customer statement depending upon the information you want to send to your clients.

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Since Customer Statements are usually created in order to remind the customer about the dues. Open Transactions are those statements in which the customers only know about what amount he owes you, but he doesn’t knows about the history of transaction. While in Activity based the customer will have the list of activities for which he has been charged over a period of time.if you are getting any sort of error while creating the Customer statement then you can contact Quickbooks Support for help. They will assign an agent in order to solve your issues efficiently.


So if you are trying to create a Customer Statement in Quickbooks then you can follow these steps in order to create both type of Customer Statement.

If while following these steps if you need any kind of assistance then you can contact at Quickbooks tech support for help.


In order to Create Open Transaction Statement :

1. Open the Quickbooks software and click on Statements icon from the homepage.

2. Now select the type of statement , as we are creating open transaction statement, so this will shows the open transaction of a specific date.

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1. Now select one customer,under the Customer Section.

2. Select the specific customer from the drop-down list and then click on preview.

3. Now see the created statement clearly. It will only shows the outstanding amount without any further details. These statements are generally created when you customer doesn’t need any kind of details, but only want to know the amount in that case you can create these statements.


If you tried creating this and got a fatal error saying it requires to run rebuild utility then you can have a look at how to rebuild Quickbooks File. if the error continues then you can contact Quickbook Support Number for help.

if you want a more secure way to manage your data then you can also consider Quicken software. It is widely used as a management software for your financial issues. you can get your all the data at one place and can do analysis on your data to grow it more. if you want to get some assistance for it then you can contact Quicken Support Number for help.


In order to Create Customer Activity Transaction Statement :


This statement is created when the dealer and customer wants to complete list of transaction for which the customer has been charged over a period of time.

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1. In the Select Statement section, select the period for which you want to generate the Customer Transaction Statement.

2. Now select a Customer from the Customer Section and click on preview.

3. Now see the generated statement , It will shows the complete statement details over a period of time, showing the activity of all the transaction for that period of time.

4. You can also see the invoice of the transaction by selecting the invoice Item on the statement box

5. in the next generated statement you can see the invoice details of the transaction.


These statement are generally generated where the customer need to verify about his transaction. to have the perfect statement your data must be always updated and correct. Reconcialation can be a choice for you you should reconcile your business on a daily basis to get the more precised data. If you are facing any error while generating these statements then you can reach to Quickbooks Support for guidance. They will provide the best solution for your problems.


Hope this article is helpful for you!.

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