Skip to main content
November 13, 2024
Question

Selecting Invoices for a Customer Statement

  • November 13, 2024
  • 1 reply
  • 0 views

I know that a transaction statement can be created that contains all invoices from a selected period of time.  Is there any way I can create a statement for the customer where I select specific invoices (instead of all the invoices in that timeframe).

1 reply

November 13, 2024

To enhance the clarity and effectiveness of the communication with your customers, it would be beneficial to generate a statement that highlights only the specific invoices that are currently outstanding, David.

 

At this time, selecting specific invoices when creating a statement for your customer isn't available in QuickBooks Online (QBO). We highly encourage you to send feedback to our developer team; your suggestions are invaluable and may be considered for future product enhancements. Please know that QBO is continuously improving its platform, and your input plays a crucial role in this process.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.

  2. Enter your comments or product requests. Then, hit Next to submit.

    Moreover, I'll be sharing these resources to guide you in personalizing your report layouts, apply filters, and save customized report settings for quick access in the future:


Feel free to drop in anytime if you have questions about the status of your product request or any QuickBooks-related concerns. We're always here to help. Stay safe.