QuickBooks for Mac 2014 User’s Guide 97
6 If you want to print a separate statement for each customer or job, select Customer or Job for
“Create one statement for each.” Otherwise, QuickBooks prints a consolidated statement for each
customer or job.
7 Choose any additional options you want:
o Show invoice item details. Includes details of invoice items sold to the customer on the
statement.
o Print by billing address zip code. If you are printing statements (not emailing them), prints the
statements in order of the billing address zip code.
o Print due dates on transactions. Includes the due date of each transaction on the statement.
8 Sometimes you may not want some statements to print. You can tell QuickBooks to exclude
statements that meet these criteria.
o Statements with a zero balance
o Statements with a balance less than a certain amount
o Statements for customer with no account activity
o Statements for inactive customers
9 If you've set up payment terms for your customers, you can click Assess Financial Charges so
QuickBooks can assess finance charges for any customers whose payments are late.
10 If you want to print statements, click Print. If you want to email statements, click Email. You can also
print the statement as a PDF, making it easy to keep records and share with others.
Setting up for automatic charge entry
If you bill the same charge to a group of customers on a regular basis, you can set up QuickBooks to enter the
charges automatically when it's time to send out your statements. For example, a property management company
could enter monthly rents automatically. A health club could enter membership fees automatically.
To set up for automatic charge entry:
Step 1: For your first billing, enter the statement charges for each customer. Tip: If you have many customers
that you want to enter charges for at once, you may find it faster to enter the charges in your Accounts Receivable
(A/R) register instead of the individual customer registers.
Step 2: Create a memorized transaction group for the statement charges:
1 Choose Lists > Memorized Transactions. Choose Make New Group from the Action pop-up menu.
2 Enter a name that describes the statement charges. For example, “Monthly rents.”
3 Click Automatically Enter.
4 From the How Often list, choose how often you want QuickBooks to enter the charges (Weekly,
Monthly, etc.).
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