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quickerrooterplu
October 28, 2021
Question

Can you customize the template for Customer Statements ? Can you change the customer message to a default, or must you change on each statement?

  • October 28, 2021
  • 1 reply
  • 0 views
Would like to add our logo to appear on statements. For the message that it sent to customers, would like to add our "catch phrase", but I don't want to have to type it each time.

1 reply

J
JamesM4
October 28, 2021

Hello quickerrooterplu, 

 

Welcome to the Community. QuickBooks is designed to help you get ahead with your work using the powerful features offered in the program. I'll be glad to point you in the right direction so you're on the right track. 

 

The ability to customize the customer statements is unavailable. I can see the benefit of having this feature and I encourage you to send feedback about it to our engineers. You can send feedback by clicking the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you. In the meantime, check out this article with more info about: Customizing invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have additional questions by leaving a comment below. I'm here to help you achieve your QuickBooks goals. Otherwise, I wish you a great rest of the week. 

 

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