Easy Tech TutsHow to Create and Send Statements in QuickBooks Online Easily 2026
By Impran M N
Sending statements keeps clients informed about what they owe and helps you get paid on time, especially if you bill on a recurring cycle. This guide walks through creating and sending statements in QuickBooks Online, covering customization and the option to automate the process. It's built for small business owners and bookkeepers who want a repeatable way to keep receivables moving.
01Create a new statement
Start a statement in QuickBooks Online for the client whose balance you want to communicate, pulling in their outstanding invoices and payments.
02Customize the statement details
Adjust the statement's contents and formatting so it clearly reflects the client's account activity before you send it.
03Send the statement to your client
Deliver the statement directly from QuickBooks Online, so the client receives an accurate, professional summary of what they owe.
04Set up automated statement sending
For recurring billing cycles, configure QuickBooks Online to send statements automatically, cutting down on manual follow-up.
05Review sent statements periodically
Check that statements are going out accurately and on schedule, especially after making changes to invoicing or billing settings.
Frequently asked questions
What's the difference between an invoice and a statement?
An invoice bills for a specific transaction, while a statement summarizes a client's overall account activity and balance across multiple invoices.
Can I automate sending statements in QuickBooks Online?
Yes, QuickBooks Online supports automating statement delivery, which is useful for businesses with regular billing cycles.
Who should be sending statements regularly?
Businesses with multiple invoices per client or recurring billing cycles benefit most from sending statements consistently.
Can I customize what appears on a statement?
Yes, QuickBooks Online lets you customize statement details so they accurately reflect the specific account activity you want to show clients.
Will sending statements help me get paid faster?
Clear, timely statements remind clients of outstanding balances, which can help improve cash flow and reduce late payments.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
