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June 11, 2024
Question

How to add banking information onto a customer's statement

  • June 11, 2024
  • 1 reply
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1 reply

June 11, 2024

We're pleased to have you here in the Community, info-nsimbipmb.

 

We recognize the benefit of having the option to include bank information in your customer's statement. However, this is currently unavailable in QuickBooks Online (QBO).

 

In the meantime, you can use the Memo on statement field when creating the invoice to input the necessary information. This won't be visible on your invoice but will show up on the statement. I've attached a screenshot for your reference.

 

 

To improve your experience with QBO, you can share your valuable feedback. This will be sent directly to our product development team for review and consideration.

 

Here's how to send it:

 

  1. Navigate to the Gear icon and choose Feedback.
  2. Input your comments and suggestions.
  3. Click Next to submit.

 

In case you want to personalize your statements, refer to this article's "Customise your statements" section for guidance: Create and send customer statements in QuickBooks Online.

 

I'm still all ears if you have any other concerns besides adding bank info to your customer's statement. Just leave a reply, and I'll be there to assist you. Take care and have a good one.