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Unable to create a balance forward statement for certain customers even though there is invoices. Error message: Can’t create all statements customers have no statements

Forum|Forum|6 years ago
September 27, 2019
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QuickBooks Online

Best answer by JamesDuanT

Hello guys,

I'd be glad to let you know that our engineers have recently resolved this issue. You should be able to create statements for customers without a problem. If the same thing happens, I'd recommend contacting them again using the steps above. They can further help you with this.

Please let us know if you have other concerns.

S

santie

i have been having the same issue for the last 3 weeks!

K

kshoaff

I had the same problem. I was trying to print a statement for a sub-customer. I learned that if you have the sub-customer setting set to "Bill with Parent", you can't print a statement. If you change to "Bill this Customer", it will allow you to print statements.

Hope this helps some of you.

Kevin

J

JamesDuanTAnswer

Hello guys,

I'd be glad to let you know that our engineers have recently resolved this issue. You should be able to create statements for customers without a problem. If the same thing happens, I'd recommend contacting them again using the steps above. They can further help you with this.

Please let us know if you have other concerns.

R

rachaelshelton

I too am having this issue. This is the message:

1 of 1 customers have no statements for this date. Adjust the date, or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid.

I'm using in incognito mode and that helped a litte, but QBO is so unbelievably glitchy, I'm really disappointed with QBO after so many years on desktop. Switching was a big mistake.

Thanks in advance.

MikiD

Using an incognito window is one of the suggested solutions, and I appreciate you for doing this, rachaelshelton.

Your browser’s stored files can affect QBO’s performance since it is a web-based application. Aside from running private windows, clearing your temporary internet files is also recommended. Switching to a different supported browser will help as well.

Check this out to learn more about the what computer and browser you need for the best QuickBooks experience: System requirements for QuickBooks.

Another workaround you can try is to create statements through the Plus icon. Click + New from the left menu then select Statement under Other.

We have this venue created to cater all your concerns. With this regard, visit us again if you have additional questions.

J

JamesDuanT

Hello Jenny and Santie,

Recently, we received reports that some users are unable to generate Balance Forward statements. Our engineers are aware of this issue and already working for a fix. I'd recommend reaching out our QuickBooks Customer Care Team through email. They can pull up your account and add it to a list of affected users.

Go to this link: https://help.quickbooks.intuit.com/en/contact.
Click Managing Your Money, and select Invoicing & Sales Receipts.
Go to the second section and click the Send Email button.
Enter your information and concern.
Click Ask Your Question.

I'd appreciate your patience and understanding while we work on this.

B

Brenda30

Almost a year later and still the same problem. Why can't this problem be fixed for everyone? It's cumbersome to keep contacting customer support for a problem that is affecting many people.

R

RaymondJayO

I can see the need to get this issue resolved immediately, @Brenda30. I also understand the impact this has caused you and your work productivity. But please know I hear you and recognize your sentiments, so I'm taking note of them. I'll also point you in the right direction to ensure you'll get back to business in no time.

I know you've contacted our support team multiple times to help fix your concern. But if you've already performed the troubleshooting steps above and the issue persists, it's best to get in touch with them again. They have the necessary tools to determine why you're still unable to create "Balance Forward" customer statements for almost a year. You can also share your existing case numbers to them so they can review your previous conversations. That way, they can escalate this to the appropriate department and take action from there.

Once resolved, let's go to the All Sales tab from the Sales menu. Then, select Statements as the Type from the Filter drop-down menu. By doing so, you'll be able to view, print, or send your customer statements. The screenshot below serves as your visual guide. You can also visit this website to help you get answers to the common questions about them: Customer Statements Overview.

I'll lend a helping hand if you need anything else. Take care always.

M

MJ02

I cannot create statements, creating the same error message.

G

GlinetteC

I'm here to help figure out why you're still unable to create statements, MJ02.

There are a few reasons this can happen. It could be that:

There are no open invoices for a specific customer when creating a statement.
The incorrect date range of the statement was selected.

Let's make sure that this isn't the case. Here's how to create a balance forward statement for customers:

Go to the Sales tab and select Customers.
Select the name of the customer you want to make a statement for.
In the Batch Action drop-down arrow, select Create statement.
Choose Balance Forward in the Statement Type drop-down.
Select the date range of the transactions that will be included.
Click Save and close.

Please see attached screenshots for your visual guide:

Using the instructions above, you'll have those balance forward statements for customers in no time.

I'm adding this article for additional information about creating customer statements in QBO: Create and view customer statements.

Once your customer pays their invoices, here's a link you can refer to guide you on how to receive and categorise payments in QuickBooks Online.

I'm always here if you have any other questions.

H

HarrisF

Hi,

I am also facing this issue for a while. Tried to reach QB support via call but no resolution provided.

This is getting much frustrated now as i have to print every open invoice and share with clients as the Print Statement error says

"1 of 1 customers have no statements for this date. Adjust the date, or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid."

Even with appropriate date range issue remains same. Please help!

M

mbd8

This issue is still going on.

Please fix it

Jen_D

Thanks for getting in touch with us today, @mbd8,

Unexpected problems in QuickBooks Online are sometimes affected by browser issues. This is because the cache will constantly overwrite itself without deleting the old stuff, causing the program to function poorly.

To check if this issue is caused by a browser problem, try using a private window and create a statement from there. This page prevents cookies from being stored on the computer, making it a great place to identify browser issues.

Use any of these keyboard shortcuts depending on the browser you're using:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

If it works, clear the browser's cache to remove the history or log files so you can start with a clean slate.

If not, you need to contact our Support Team to get this reported to our engineers. To get in touch with our team, follow the steps below:

Sign in to your QuickBooks Online company.
Select Help (?).
In QB Assistant,enter the topic you need help with. You can also enter questions.
Select Contact Us to connect with a live support agent.
Choose Start a chat with a support expert. Our live chat is available on M-F, 8:00 AM to 6:00 PM, SAST.

Let me know how everything goes. I'll be right here if you need further assistance with your customer statements. Have a nice day!