QuickBooks for Mac 2014 User’s Guide 96
2 If the date of the charge is different from today, change the date. Why would you change the date?
The date of the service you performed may have been in the past.
3 In the Item field, enter the item you use to track this kind of charge.
4 Enter the quantity in the Qty field.
5 (Optional) Edit the description that QuickBooks filled in the Description field. The description that
QuickBooks fills in is the sales description you entered when you set up the item. It also appears on
the customer's statement when you print it. QuickBooks uses only the first line of the description. If
you want a different description to appear on the statement, edit the text in the Description field.
6 If you have more than one A/R account, choose the account you want to use from the Account list.
Using the A/R register instead
You can enter all your statement charges directly into your accounts receivable register instead of the individual
customer registers. If you have a few customers, or if you like to see all your statement charges listed in one place,
you may prefer the A/R register. Each charge you enter in the A/R register also appears in the appropriate
customer register.
Creating Statements
After you’ve entered statement charges, you’re ready to create your statement
1 Choose Customer > Create Statements.
2 Select an Accounts Receivable (A/R) account for the statements you want to print.
3 (Optional) Select a template to format the statement the way you want. If you want to customize
the look of you statements, such as adding your logo, select New Template and use Layout Designer
(see page 214.
4 Select the statement dates:
o Statement Date. The date displayed at the top of the statement.
o Statement Period. Includes transactions that occurred in this date range will be in the statement.
o All Open Transactions as of Statement Date. Includes all transactions up to the Statement
Date on the statement. You can limit those transactions to include only those past due a certain
number of days.
5 Select the customers you want to print statements for.
o All Customers. Prints statements for all your customers.
o Selected Customer. Click Select and choose the customers you want to print statements for.
o One Customer. Select one customer from the dropdown list.
o Type of Customer. Select the type of customer to print statements for.
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