Skip to main content
L
Lisamull
July 15, 2021
Solved

Customize Customer Statements to add account number

  • July 15, 2021
  • 2 replies
  • 0 views

Is it possible to add our customers account number to the statements that I print out? I am able to have it appear on invoices, however not on the statements.

I can't figure it out.

Best answer by Catherine_B

Hello there, Lisamull.

 

Yes, you have the option to add the account number field on your invoices. The account number that shows on the statement is the account number saved in the customer's profile. When you want to show this info, just make sure that you select the template before you print it out. 

 

Let me show you the easy steps on how you can add this field to your statement template: 

 

  1. Click the Lists menu and then select Templates.
  2. Go to the Templates drop-down at the bottom menu and click New > Statements. If you have an existing one, just double-click it.
  3. Click Additional Customization.
  4. Check the Print checkbox for Account Number. 
  5. Click OK and then OK to close the window. 

Then, here's how to select the template when you print out statements: 

 

  1. From the Customers menu, click Create Statements.
  2. Select the statement options and the customer. 
  3. Under the Select Additional Options section, select the template that has the account number option selected. 
  4. Click Preview to check if the account number is showing and then click Print.

Feel free to use these articles to help you manage and run reports of your customer transactions: 

 

Keep me posted if you have other questions that you need help with. I'll be here to keep an eye on your response and assist you with it. Take care!

2 replies

C
Catherine_BAnswer
July 15, 2021

Hello there, Lisamull.

 

Yes, you have the option to add the account number field on your invoices. The account number that shows on the statement is the account number saved in the customer's profile. When you want to show this info, just make sure that you select the template before you print it out. 

 

Let me show you the easy steps on how you can add this field to your statement template: 

 

  1. Click the Lists menu and then select Templates.
  2. Go to the Templates drop-down at the bottom menu and click New > Statements. If you have an existing one, just double-click it.
  3. Click Additional Customization.
  4. Check the Print checkbox for Account Number. 
  5. Click OK and then OK to close the window. 

Then, here's how to select the template when you print out statements: 

 

  1. From the Customers menu, click Create Statements.
  2. Select the statement options and the customer. 
  3. Under the Select Additional Options section, select the template that has the account number option selected. 
  4. Click Preview to check if the account number is showing and then click Print.

Feel free to use these articles to help you manage and run reports of your customer transactions: 

 

Keep me posted if you have other questions that you need help with. I'll be here to keep an eye on your response and assist you with it. Take care!

    L
    LisamullAuthor
    July 15, 2021

    Thank you Catherine, that worked!

    I was using a custom data field called "Client #" and it wouldn't show up on the statement.  But using the built-in "account #" field worked perfectly.  Now I just have to add the client number to the account number field for each client....but that's  ok.

     

    Thanks again!

    S
    Shailey
    October 27, 2022

    Hello, I am trying to edit our statements because they are not displaying the addresses properly within the envelope display. I am looking for the option of Templates under the all lists category but it is not there, I do not have the option of editing out statements. How do I go about fixing this issue? Thank you!

    D
    durhamag
    September 26, 2023

    I have QB Desktop and would like to change the items listed on my customer statements.   Currently, I can get an item detail, but would like to change that to the "Project/PO" box I have customized on my invoices.  Is there a way to pull that info column over rather than the lengthy item breakdown?  Just looking to save paper and give the customer enough information that they know what they are being charged for if they have several purchases in one month.  

    C
    CharleneMaeF
    September 26, 2023

    Changing the item breakdown on your statements is a great functionality, durha.

     

    As of now, this option is unavailable in QuickBooks Desktop. We're unable to add the Project/PO box you've added to your invoices. 

     

    As a workaround, I suggest modifying the column in the Journal report. That way, we can change how the transactions are displayed on the report page.

     

    I understand how this feature would help you in saving papers. I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. I'll show you how:

     

    1. Go to the Help menu and then select Send Feedback Online.
    2. Choose Product Suggestion.
    3. Add the type of feedback.
    4. Type in your feature suggestion.
    5. Once done, click Send Feedback.

       

     

    Creating billing statements is part of your usual Accounts Receivable workflows in QuickBooks Desktop. To see the other customer-related transactions, please refer to this article: Sales and Customers. 

     

    In addition, I've added an article that'll help you personalize your sales forms to ensure you can add the important details of the transactions when sending or printing them: Use and Customize Templates.

     

    I'm only a few clicks away if you need assistance managing your sales transactions in QuickBooks. It's always my pleasure to help you out.

    Terms & ConditionsAccessibility statement