![]() From the Action column drop-down menu, select Create statement.Locate the customer you want to send a statement to.Review the report to identify customers with outstanding balances.These reports are available in QuickBooks Online Essentials and Plus only In the search bar, enter Accounts Receivable Aging Summary or Accounts Receivable Aging Detail and select the report you want to review.QuickBooks Online Task #2: Check customer account balances, send statements, and clear outstanding deposits In the Accounting section, verify that the setting in the First month of the financial year field is correct, or select the pencil icon to change the setting.To confirm or change the first month of your financial year: QuickBooks Online Task #1: Confirm the first month of your financial year Here are the tasks listed in the QuickBooks Online Business Community Section. When it comes to year-end, there are certain tasks that you must do in QuickBooks Online in order to close the year and prepare for a new one. ![]()
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