Q: “How do I update the statement of a client who pays monthly but has no activity other than payments? The statement from the end of September updates automatically to the correct amount due but does not show the payments.”
A: It sounds like you're going to want to run a "Statement" from QuickBooks Online. This will show the Client each of the individual payments that they've made.
When customers have outstanding balances or invoices that will soon be overdue, you can send them a customer statement. These are gentle, detailed reminders about upcoming deadlines. There are three types of customer statements in QuickBooks. Here's how to create Balance Forward, Open Item, and Transaction Statements.
Create a customer statement
1. Login and navigate to Clients in QuickBooks Online
On the left side action bar click the Sales menu and select the Clients tab.
2. Select your customer(s)
In the Clients tab, select the customer(s) for which you wish to make statements by clicking the checkbox next to their name(s).
3. Begin creating the statement(s)
In the Batch actions dropdown ▼, select Create statement. If you have selected more than one client, each will proceed separately.
4. Select Statement type
In the Statement Type dropdown ▼, select the customer statement type:
Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
Open Item: Lists all open, unpaid invoices from the last 365 days.
Transaction Statement: Lists all transactions for the selected date range.
5. Select the date(s) and Apply
Using the calendar icon in the fields provided you can customize the date for the statements and the date range. Once the dates are selected, Apply.
6. Review client’s email address
The email found in the Client’s contact information will automatically generate in the Email Address field. To send a statement to multiple people in a group email, add additional email addresses separated by a comma.
7. Choose what to do with the statement
Finally you have the following options based on what action you are ready to take. Choose Save, Save and close, Save and send, or Print or Preview.
Tip: If you make changes to a transaction on a statement, the statement will automatically update to match.