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June 10, 2022
Question

How do I add Company name to statements?

  • June 10, 2022
  • 1 reply
  • 0 views
I need to send monthly Debtors Statements but the company name is not appearing on them

1 reply

June 10, 2022

Let me help you add the add Company name to statements, nanetteoc@gmail.

 

We'll need to make sure we enter thecompany name is in the Account and Settings section. This will show on sales forms and purchase orders. Here's how:

  1. Go to the Gear icon on the top menu. 
  2. Choose Account and Settings.
  3. Click the Company tab.
  4. Enter the name in the Company name field. 
  5. Press Save

 

Then, try sending a statement again by following the steps below:

  1. Go to Get paid & pay and select Customers.
  2. Select the checkboxes for the customers you want to make statements for.
  3. Choose Create statements in the Batch actions dropdown. 
  4. In the Statement Type dropdown, choose the customer statement type:
    • 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 date range.
  5. Choose the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Press Save and close.

 

Here's an article you can refer to for more details about creating and sending customer statements in QuickBooks Online. Feel free to visit our Manage Customers and income page for more insights about managing your company's income and sales transactions.

 

You can always leave a comment below after trying the steps as I want to ensure this is resolved for you. Take care always.