Generating Customer Statements in QuickBooks Online
0:00 intro 0:20 statement list report 1:51 viewing a saved statement list 2:48 Creating multiple statements for all open customer balances
Run Open Purchase Orders Reports by Projects in QuickBooks Online
Steps: 1. Customize the “open purchase orders detail” report 2. Add Customer column, rearrange columns needed in report 3. Ungroup it by Product/Service 4. Sort by Customer 5. Optional – Export to Excel, Google Sheets or PDF/ email