Skip to main content
T
TDyck
September 21, 2022
Question

Customer Statements

  • September 21, 2022
  • 1 reply
  • 0 views

When running customer statements (QB Desktop 2022 Accountant Edition), the statements are showing the amount due as of the date the statement is printed, not as of the date of the statement even though it is set to show all open transactions as of the statement date.  How do I fix this?

1 reply

T
Trish_T
September 21, 2022

Hi TDyck,

 

Welcome to Community!  It's important that your statements provide accurate information for your customers.  Creating a statement in QuickBooks Desktop should include a summary of your customer's account, recent invoices, credit memos and payments received.  I'd be happy to help!

 

When you create a statement you can specify the dates or you can include all open transactions as of the statement date.  Here's how to create the statement;

 

1. Click on Customers and then Create Statements

2. Use the ▼ dropdown menu to select  the appropriate A/R account
Note: QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R.

3.Check the Statement date

4. Enter the Statement Period 
Note: You can specify the dates or you can include all open (unpaid) transactions as of the statement date.

5. Select the Customer(s) for the statement

6. In the Select Additional Options section, checkmark the box to Show invoice item details on statements and any other options you'd like to apply

7. Hit Print or E-mail depending on how you want to send the statements to your customer(s).

That should do it!  Here's a helpful guide for your reference.

 

If you require additional assistance, please don't hesitate to contact us.  Your success is our number one goal and we'd be glad to assist!

 

 

Terms & ConditionsAccessibility statement