Customer Statement of Account

Discussion in 'Microsoft Accounting' started by LH, Sep 4, 2006.

  1. LH

    LH Guest

    Is there any way to generate softcopy customer statement of account that can
    also be exported to excel?
     
    LH, Sep 4, 2006
    #1
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  2. If you have Adobe, you can print the statement to PDF.

    However, I see no way to export to Excel.

    Also, I see no way to email a customer statement from SBA.
    So, I print customer statements to PDF, and then email the PDFs.
     
    Brenda Richter, CPA, Sep 7, 2006
    #2
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  3. LH

    Lance [MSFT] Guest

    Yes there is a way to print a customer statement to a file. It prints to a
    word file rather than an excel file, but you could copy the data out of the
    word file and paste it into excel if you prefer excel.

    To save a customer statement as a word file, first open the customer record
    for the customer whose statement you want to create. In the "Actions" menu
    expand "Generate Customer Statement" and click "Export to Word". This brings
    up a dialog asking what date range you want to include in the statement.
    Fill this in and click OK. You'll then get to choose a template from which
    to create the statement. Select a template and click OK to save the word
    file.

    Before you print off statements, you might want to create a template of your
    own or modify one or more of the provided templates. That way you can put in
    your company logo and any other information about your business you would
    like to include. You can find the template files in the 'Templates' folder
    inside the directory where the program is installed (typically c:\program
    files\microsoft small business\small business accounting) The easiest way to
    create a template for your business is to choose whichever of the existing
    templates you like best, copy it, and then add or remove anything you wish to
    change. Save the new template in the same folder as the one you copied so
    that the program will be able to find the new template.

    This posting is provided "AS IS" with no warranties, and confers no rights.
     
    Lance [MSFT], Sep 12, 2006
    #3
  4. LH

    connerwalsh04

    Joined:
    Apr 25, 2011
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    Interesting Tool

    I have actually found a tool which allows me to upload my Excel spreadsheet and then creates/delivers the statements in PDF form.

    The tool is called OneClick Commissions - google it.

    -Conner
     
    connerwalsh04, Apr 25, 2011
    #4
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