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Tuesday, December 22, 2009

"How do I show my customer the history of their payments?"

 To show your customer a history of their payments in Quickbooks use the Create Statements activity. You will find this listed under "Customers" on the top menu bar in Quickbooks.

Choose your statement date and the From and To and dates of transactions that you want to show on the statement. Any transactions occurring before your From date will show as a "Balance Forward". It's always a good idea to have your statement date and To date the same. If you want to show each individual transactions, and thus list each by date and amount be sure that the "all open transactions as of statement date" button in UNCHECKED. Choosing this option will only show the open/unpaid balance of the customers invoices and will not show any payment detail.

There are several options you can chose from on the right side to include in the generation of your customer statement. This is where you can also customize your statement form to include the information in the format that you desire. You can then generate a statement for all your customers, some of your customers or only one of your customers.

You have the option to print and/or email the customer their statement. If you chose the Preview option prior to printing you will be able to review that you have selected the correct dates and format before you print. You can then print the statement(s) directly from the preview screen.

Just remember the Quickbooks Golden Rule...What you put in is what you get back out.  The information generated on your statement is a copy of the individual transactions that you have created.

Happy Bookkeeping!

This material is for informational purposes only and not intended and financial, legal or tax advice. Please consult your finance, legal or tax professional to confirm the accuracy of all information. Quickbooks is a registered product of Intuit.

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