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January 27, 2024
Question

How can I generate a customer statement that includes all invoices along with the ending balance, as opposed to the current statement that only shows the balance?

  • January 27, 2024
  • 1 reply
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1 reply

January 27, 2024

Let me share some information about generating customer statements, ahmed.

 

QuickBooks Online (QBO) provides only three types of statements. These are:

 

  • Balance Forward- Lists invoices and payments with outstanding balances for a specific date range.
  • Open Item- Lists all open, unpaid invoices from the last 365 days.
  • Transaction Statement- Lists all transactions for the selected range.

 

You can only choose between the list above. There's no option to customize statements showing all invoices with the ending balance. It will only show the value of your sales transactions. 

 

Additionally, check out this article to help provide proof of purchase to your customers when they pay immediately for the products and services: Create sales receipts in QuickBooks Online.

 

I'm ready to back you up if you need more help creating customer statements. I'll keep the thread open so you can comment back. Take care!