QB Issue Resolution:

For future reference, you can check this article: How to create memorized A/R reports with email reminders.





This future reference article has NOTHING TO DO with how to automatically send statements to customers. This is mainly for internal reporting.




Currently, such an option to automatically send customer statements is not available in QBO yet.

They have recently added a new feature template on sending customers about their past due invoices (but not for statements that you want). This feature is still at the QuickBooks Labs.

Refer to this article:¬†https://quickbooks.intuit.com/community/Help-Articles/How-to-automate-tasks-with-Routines/m-p/198128…


If you’re sending feedback requests for adding a new template on automatically sending customer statements, this’s where you should send that counts! Hopefully!





Resolution for Issue 'Can QBO automatically send statements to customer with balances due?' available: Yes (Solved).
Source: Intuit Community forum.

Can QBO automatically send statements to customer with balances due?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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