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OGIT97
February 29, 2024
Question

Quickbooks online, statements detail is lacking?

  • February 29, 2024
  • 1 reply
  • 0 views

Hello, 

Coming from Quickbooks desktop, the statements I print out have more detail.  In Quickbooks online the statements only shows the invoice number, due date and costs.  My customers are used to seeing this plus the item description and quantity as well, for example it also shows 1 item / description @ $5 = $5.

 

Can we not get this information added in the online version?

 

We do have the box ticked under settings that says "List each transaction including all detail lines" but it makes no difference.

 

Thank you,

1 reply

C
customers signature show on th
February 29, 2024

 

Hi, ogit.

 

In QuickBooks Online (QBO), the option to include the item, description, and quantity in the statement is currently unavailable.

 

I can see the importance of having the ability to add more details to your statement. I suggest sending a product request to our engineering team so they can consider having this functionality in the upcoming updates. 

 

Here's how to send one:

  1. Open your account.
  2. Click the Gear icon, then select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

You can check this article for more information about sending statements: create and send customer statements in QuickBooks Online.

 

You may also want to read this article to learn how to add, edit, delete, or merge customers in QuickBooks Online: Add and manage customers in QuickBooks Online. 

 

Let me know if you need more help with QuickBooks Online. I'm always here to answer them for you.

 

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