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March 4, 2023
Question

Can I add bank details to customer statements

  • March 4, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 4, 2023

Thanks for dropping by here in the Community today.

 

As I've checked my resources, you can only generate customer statements. However, the option to add bank details to it is unavailable. To get through this situation, I can help you send a feature request to our Product Development Team. This way, they'll see your feedback and consider adding it to future updates.

 

These are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Below the Profile column, select Send Feedback.
  4. Enter a brief description of your feature request.
  5. Once you're ready, press Send.

 

In addition, you can check this page to help you manage customer statements in QBO: Create and send customer statements in QuickBooks Online.

 

If you need assistance performing specific tasks inside QuickBooks, please don't hesitate to leave a comment below. I'll be happy to help you. Take care!