What is one method to create customer statements in QuickBooks Online?

Creating customer statements in QuickBooks Online can be accomplished effectively by using the method that involves selecting "Statement" from the dropdown next to "New customer" and choosing the relevant customers. This approach allows you to tailor the statement to specific customers, providing a targeted overview of their transactions over a selected period.

When you initiate the statement creation process from this location, you ensure that you can directly access updated and relevant customer information, thereby streamlining the process. This method is user-friendly and integrates seamlessly with the existing customer management tools within QuickBooks Online, ensuring that the statements reflect accurate account balances and transactions.

In contrast, while generating statements from the Reports section is a valid method, it typically requires navigating through various report options, which may not be as straightforward for users looking to generate statements specifically. Additionally, creating statements from the Invoices menu may limit the functionality related to customer transactions since it is primarily focused on invoice processing rather than providing a comprehensive view of customer account activity. Finally, exporting customer data to an external tool for statement creation is often cumbersome and may lead to inaccuracies or complications, especially when managing updates or changes to customer information in QuickBooks.