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angusk572
December 7, 2019
Solved

Customer statement: list transactions by date

  • December 7, 2019
  • 4 replies
  • 0 views

Hello,

I have many projects ('jobs') per customer but each one generally only has one invoice. When I create customer statements the transactions are listed alphabetically by job name rather than chronologically by invoice date. With all the invoice number and due date information lumped in as one line it makes it a very confusing document to read sometimes if it runs to several pages.

Please can I at least have a way of listing transactions by invoice date? Ideally I'd like to have 'Due Date', 'Job Description' and 'Invoice Number' all as separate columns so that I can sort on what I like. Will this be possible?

Thanks,

Angus

    Best answer by JessT

    We're unable to do the level of customization like you've described, Angus. I will be sure to send feedback to our engineers to make them aware that you need that option.

     

    Our option can be to run reports like what Jane described above. If there are other options you like, feel free to share them with us.

    4 replies

    JaneD
    JaneD
    December 7, 2019

    Hi angusk572,

     

    You can run a transaction report directly to the customer's profile. Then, customise it to show Due Date, Jobs, and Invoice Number columns. From there, sort the report by date.

     

    Here are the steps:

    1. Go to the customer's profile, click on the Run Reports drop down and choose View as a Report.
    2. Click on the Customise Report button and set the Dates drop down.
    3. In the Search Columns field, type in Due Date and mark to select it.
    4. From the Filters tab, type in Name in the Search Filter field. Highlight the Name and select the drop down arrow under Name. Then, select Multiple Names.
    5. Mark all jobs/projects and click on OK.
    6. Click on OK to close the Modify Report window.

    Then, select Date in the Sort By drop down and click on the Sort Ascending Downwards Arrow (AZ↓) icon to sort invoices by date.

     

    To learn more about customizing a report in QuickBooks, refer to this article: Customise Customer, Job, and Sales Reports in QuickBooks Desktop.

     

    You can also memorise this report for future use. Have a good one!

    A
    angusk572Author
    December 9, 2019

    Hi Jane,

     

    Brilliant response!  Detailed and very clear.  Problem is that I was talking about the statements which go out to customers based upon templates, not the reports which QB can generate for my own purposes.  Can QB present statements in the same sort of way that most other people present statements?  i.e. in date order?

     

    Regards,

     

    Angus

      JessT
      JessTAnswer
      December 9, 2019

      We're unable to do the level of customization like you've described, Angus. I will be sure to send feedback to our engineers to make them aware that you need that option.

       

      Our option can be to run reports like what Jane described above. If there are other options you like, feel free to share them with us.

      J
      JBUESKING
      November 13, 2020

      Makes statement completely useless. Insane this is like this.

        C
        CanadianHD
        May 4, 2021

        QuickBooks please update this; this is a simple solution to a silly problem. We can all promise you that our customers would much prefer to see their statements listed by the date and not alphabetically.  

          M
          MommyTheBommy
          April 17, 2023

          We are in 2023 - Paying almost $2600 a year for Enterprise and I am printing statements for customers that look like my Kindergartner did them- with an order so out of place its embarrassing- Can we get this issue fixed? and no I do not want to print a report for a customer- I need statements to print in DATE order when I choose create statement.

          JoesemM
          JoesemM
          April 17, 2023

          Hi there, @MommyTheBommy.

           

          I appreciate your feedback and can see how the benefit of the features you've mentioned above would aid you in running your business with QuickBooks. That's why I'm here to help share a few details about this.

           

          We take customer suggestions as opportunities to improve the various features of our products. That said, I encourage you to send feedback to our Product Development team and share insights about the feature you want to include in the program. 

           

          Here's how:

           

          1. Go to the Help menu.
          2. Select Send Feedback Online. Then, click Product Suggestions.
          3. Enter brief details about it.
          4. Click Send Feedback.

           

          Moreover, you can always browse these links for additional guidance on how to manage your form templates and transactions:

           

           

          Don't hesitate to leave a comment below if you have any other questions in QuickBooks. I'm here to help always. Take care!

          A
          A_Balancing_Act
          September 11, 2024

          AND now we are coming to the close of 2024 and still cannot list in date order.  Agreed this is useless and embarrassing.

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